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!
Estate Planning: Considerations for Executors
Topic:
Estate Planning
Excerpt:
When a loved one passes away, it can feel overwhelming to navigate the responsibilities that come with settling their estate.
Start Early: Smart Money Moves for the Next Generation of Investors
Topic:
Wealth Planning
Excerpt:
In July, we hosted an event for the next generation of Nexus investors. The purpose of the event was to start the conversation about money, provide an
The Hand-Off: Smart Ways to Pass on Your Wealth to the Next Generation
Topic:
Wealth Planning
Excerpt:
Over the years, we’ve helped many clients navigate the wealth planning process. What often feels like the finish line - a completed wealth plan - is
For Those in Peril on the Sea: Income vs. Capital
Topic:
Investments
Excerpt:
When it comes to investing, a blinkered focus on income, especially when animated by a requirement to generate an unnaturally high level of income,
The Asymmetry of Returns: An Ode to Quality Active Management
Topic:
Investments
Excerpt:
If you’re a long-standing Nexus client, you have heard us say, oh, a few thousand times, how important it is to protect capital in down markets.
Gold: Speculation or Fundamentals?
Topic:
Investments
Excerpt:
“Stash Some Gold in Your Portfolio—But Not Too Much” read a recent cover of Barron’s Magazine, a financial news publication.
Navigating Uncertainty in Financial Markets
Topic:
Investments
Excerpt:
Uncertainty is back. Actually, it never left. And that’s OK. Your investment strategy is built to handle it.
Conquer Your Middle-Aged Money Worries: Why Now’s the Perfect Time to Plan for Retirement
Topic:
Wealth Planning
Excerpt:
One of the benefits of an exciting life development, like changing jobs, is having an excuse to make the time to catch up with old friends and
Taking Ownership – A Better Path Towards Your First Down Payment
Topic:
Investments
Excerpt:
Presenting a viable path for first-time home buyers to save for a down payment by making the most of their registered investment accounts
