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A quarterly publication sharing the firm’s news, our views on investing and planning.

Quarter 2 | July 2019 | July 2019

From the Editor: Longevity, Estate Plans and Low Growth – Oh My!

Dianne White, CPA, CA, CFP, TEP, In June, I was busy attending two different conferences, one for financial planners and one for trust and estate practitioners. Many subjects were

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Guidelines for Financial Planning Assumptions

Mo Hassan, CFA, CFP, Financial planning involves creating a variety of projections to model the future as accurately as possible. These projections include, but are not

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Time In The Market, Not Timing The Market

Alex Jemetz, CIM, If you’re a client of Nexus – or have ever sat through a presentation of ours – you will have inevitably heard our mantra: The keys to long-term

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Nicole Weiss, At Nexus, we pride ourselves on our internal work culture – one where we enjoy coming to work every day and are surrounded by like-minded individuals

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Some Things Just Can’t be Timed; Empty Homes; Low-Carbon Economies

Devin Crago, CFA, 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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