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.

Q2 | July 2025

First home savings; navigating uncertainty; retirement planning tips... and more.

The Asymmetry of Returns: An Ode to Quality Active Management

Alexandra Jemetz
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.
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Houston, We May Not Have a Problem

Brad Weber
Last year, I finally had the opportunity to visit the Kennedy Space Center in Florida, a place I dreamed about visiting when I was 10.
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Navigating Uncertainty in Financial Markets

Graham Meagher
Uncertainty is back. Actually, it never left. And that’s OK. Your investment strategy is built to handle it.
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Taking Ownership – A Better Path Towards Your First Down Payment

Jack MacDonald
Presenting a viable path for first-time home buyers to save for a down payment by making the most of their registered investment accounts
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Conquer Your Middle-Aged Money Worries: Why Now’s the Perfect Time to Plan for Retirement

Tricia Allen
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
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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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