Nexus Notes Quarterly

Nexus Notes is our quarterly newsletter, where we discuss investing, personal finance, tax planning, markets, and other topics of interest to investors.

Q3 | October 2024

With the rising cost of housing, many parents are turning to creative strategies...

The Rise in Stock Market Concentration: What It Means for Investors

Harsh Narsinghani
Since 2023, most of the U.S. stock market's gain has been driven by a small group of stocks benefiting from the rapid expansion of...
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From the Editor: Just Begin

Brad Weber
One of my favourite movies is The Martian. It's about an astronaut stranded on Mars and how he survives as NASA works to save him.
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How short-term thinking can wreck your long-term investment returns

Devin Crago
Feeling a bit overwhelmed by the prospect of the upcoming U.S. election? Worried about the next pandemic, war, or how AI might run amok?
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CPP 101

Julie Crothers
One of the most frequently asked questions we receive is about the Canada Pension Plan (CPP).
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Beyond the Down Payment: 10 Tips for Helping Your Child Buy a Home

Dianne C. White
With the rising cost of housing, many parents are turning to creative strategies to help their children buy their first home.
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Q2 | July 2024

…. as the newest member of the Nexus investment team, I would like to introduce myself.

Pearls of Wisdom

R. Denys Calvin
Reading is one of the principal occupations in our profession..
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Snakes and Ladders

Graham Meagher
…. as the newest member of the Nexus investment team, I would like to introduce myself.
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A Taxing Situation

Brad Weber
As a wealth planner, asking people about their goals is part of the job. I typically get a broad set of replies, but I find certain themes pop up...
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Same As Ever

John Stevenson
At Nexus, we are big fans of journalist and best-selling author, Morgan Housel.
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Understanding Pride: A Timeless Celebration

In today’s world, the concept of Pride has become a celebration embraced by people of all ages and backgrounds.
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Q1 | March 2024

You May Have a Trust and Not Even Know It, The Annual Family Roundtable and more...

Drowning in Liquidity and Greasing Growth Stocks

Fergus Gould
Now, we find ourselves in “unusual” economic circumstances and an atypical equity market – maybe we live in interesting times?
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You May Have a Trust and Not Even Know It

Julie Crothers
There is a significant change this tax season as additional reporting requirements have been introduced for trusts and bare trusts.
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The Joy of Doing Nothing Together!

Tom Wilson
Life seems to be a never-ending balancing act, doesn't it?
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The Case for An Annual Family Roundtable

R. Denys Calvin CFA
Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me
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Worth 1,000 Words

Gavin Melaugh
A little humour makes the world a better place.
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Q4 | December 2023

Planning for long-term care; a feature on FHSAs; the benefits of a boutique... and more

From Vineyards to Portfolios: Cultivating Long-Term Wealth

Denys Calvin
My wife and I have been stymied so far this summer in getting to the Niagara region for our annual weekend of cycling through the vineyards and
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From The Editor: No Time Like the Present

Brad Weber CPA, CA, CFP, CIM
I recently heard one of my favourite quotes about planning. It can come in various versions, but to paraphrase, ‘The best time to start planning was
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Pearls of Wisdom

Kathleen Peace
Reading is one of the principal occupations in our profession. As we digest a wide range of material, interesting ideas and surprising facts – some
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Capital Gains, Charitable Acts, and the New Alternative Minimum Tax

Dianne C. White CPA, CA, CFP, TEP
If you regularly make charitable donations or perhaps sit on the board of a charitable organization, you might be wondering what all the hubbub
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Worth 1,000 Words

Nicole (Weiss) Louthe
A little humour makes the world a better place.
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