At Nexus, we take great care in producing thoughtful, quality and relevant content. We write about our views on investing and wealth planning, current events, updates on financial planning strategies (including estate and tax planning), and firm news.
Q4 | December 2025
Q4 | December 2025
Navigating AI, answering client questions, holiday reads… and more.
How to Give Generously Without Risking Your Financial Future
Topic:
Wealth Planning
Excerpt:
Do you want to leave a legacy? It’s an interesting question, and I usually frame it for people by explaining it in the following way: There are some p
Holiday Reading List for 2025: Top Books on Investing, Geopolitics, & Great Escapes Recommended by Nexus
Topic:
Human Interest
Excerpt:
In a year filled with headlines, uncertainty, and plenty of noise in the markets, our team at Nexus is looking forward to slowing our pace over the