On a Side Note…

Here is an investment management blog post that may be of interest to you.

How short-term thinking can wreck your long-term investment returns

Topic:
Investments
Excerpt:
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?

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