Blog
Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!
The Great Transition – A Tax Efficient Withdrawal Strategy
Topic:
Tax Planning
Excerpt:
The change from “saver” to “spender” is what I call the great retirement transition. Figuring out how to draw on your retirement savings to meet your
The Burden of Experience in a Modern World
Topic:
Investments
Excerpt:
Those of us who started in the industry decades ago have witnessed enormous change. When I finished university in 1982, Japan was the world’s
Nexus and the ESG Integration Approach
Topic:
Investments
Excerpt:
At Nexus, we think Environmental, Social and Corporate Governance (ESG) considerations are a helpful input to our investment decision-making process.
The Money Tree: A Twenty-Year Nexus Testimonial
Topic:
Investments
Excerpt:
In 2001, a then twenty-year veteran of the Bay St. investment industry who had received a pretty healthy post-“tech boom”, pre-“tech wreck” bonus,
Living to 100… Is 100 the New 80?
Topic:
Wealth Planning
Excerpt:
It’s a common saying that there are two certainties in life, death and taxes. While we have a pretty good idea when we get taxed, which feels like all
Onboarding in a Not So Normal World
Topic:
Inside Nexus
Excerpt:
Starting a new job can be nail-biting! We have all done it at some point in our lives and each time it brings a new sense of excitement, questions,
New Year, New Beginnings
Topic:
Inside Nexus
Excerpt:
It is with mixed emotions that we announce the retirement of Jorjan Mead from her position of Administrative Assistant with Nexus.
Is COVID Giving You Scurvy?
Topic:
Human Interest
Excerpt:
The early ocean-going explorers learned the hard way that a lack of vitamin C can give you scurvy. And, according to Wikipedia, “the knowledge that
And… We’re Live! Announcing Our New Website
Topic:
Inside Nexus
Excerpt:
There is no denying that 2020 was one for the books. For us at Nexus it was also a year of visual transformation as we modernized our brand to reflect
The Tail that Wags the Dog
Topic:
Investments
Excerpt:
We thank our friends at Northwood Family Office for having brought to our attention a fantastic book called, The Psychology of Money, written by...
