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On a Side Note…
Here is an investment management blog post that may be of interest to you.
Snakes and Ladders
Topic:
Investments
Excerpt:
…. as the newest member of the Nexus investment team, I would like to introduce myself.
On a Side Note…
Here is a wealth planning blog post that may be of interest to you.
The Case for An Annual Family Roundtable
Topic:
Wealth Planning
Excerpt:
Not long after I joined Nexus, Bill Berghuis imparted some good advice that has stuck with me