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Nexus Notes Quarterly

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.

Nexus Notes Quarterly

View All Nexus Notes Quarterly

Q2 | July 2025

Q2 | July 2025

Houston, We May Not Have a Problem

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.

Taking Ownership – A Better Path Towards Your First Down Payment

Presenting a viable path for first-time home buyers to save for a down payment by making the most of their registered investment accounts

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.

Navigating Uncertainty in Financial Markets

Uncertainty is back. Actually, it never left. And that’s OK. Your investment strategy is built to handle it.

Conquer Your Middle-Aged Money Worries: Why Now’s the Perfect Time to Plan for Retirement

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

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

Blog

Start Early: Smart Money Moves for the Next Generation of Investors

August 28, 2025

Start Early: Smart Money Moves for the Next Generation of Investors

Author Name:

Dianne C. White

Topic:

Wealth Planning

Excerpt:

In July, we hosted an event for the next generation of Nexus investors. The purpose of the event was to start the conversation about money, provide an

The Hand-Off: Smart Ways to Pass on Your Wealth to the Next Generation

July 28, 2025

The Hand-Off: Smart Ways to Pass on Your Wealth to the Next Generation

Author Name:

Kathleen Peace

Topic:

Wealth Planning

Excerpt:

Over the years, we’ve helped many clients navigate the wealth planning process. What often feels like the finish line - a completed wealth plan - is