Please browse our blog articles below.

Insurance Based Investments

Insurance-Based Investments

If you have an investment portfolio you will be acutely aware of the market volatility of the past several months. There are widespread economic and geopolitical risks. We are in an era of certain uncertainty. But market volatility is ...

Wealth Transfers

‘Nexus Lane’ Wealth Transfers

We help our clients with niche investment solutions that offer unique advantages conducive to estate planning and wealth transfers, in comparison to traditional investments. These solutions are market-based investments with protection ...

Estate Planning

Do You Have An Estate Plan?

Estate Planning is of paramount importance when you expect to have remaining assets when you pass away and have family members, other individuals, or charitable causes that you wish to benefit from the property. However, people often ...

child and parent hands holding money jar, donation, saving, family finance plan concept

A PRESCRIPTION for What Ails Your Money?

You’re no stranger to adversity – the Covid pandemic, a cold spring and no sports or live music available! Your money has its challenges too – it battles taxes, the stock market “roller coaster” (and the impact of inflation). Also, the ...


Ensuring Fair Estate Division

I have four siblings. As part of a large family, I can imagine it required ongoing effort by my parents to ensure we were all treated fairly – even by Santa each year! Parents, as an estate planning objective, often want their children ...


The Estate Protector

One thing apparent to me during my career working with clients is they often vastly overestimate (like my golf tee shots go 300 yards…) the amount of inheritance they expect to leave to family. It seems they forget, or are simply ...

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