We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
NEPSIS NUGGETS
Nugget #26: Not Everything is Equal
November 1, 2025
The current bull market has largely been driven by a small number of stocks – with 10 stocks now representing almost 40% of the value of the S&P 500.
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Nugget #25: Scoring in Bunches
October 23, 2025
Many of us have heard the sports reference that certain teams "score in bunches." The financial markets can be like that too.
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Nugget #24: The AI Revolution Hasn’t Even Hit Its Stride Yet
October 16, 2025
We have said this before – we are still in the early stages of a new AI-driven industrial revolution.
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Nugget #23: Welcome to the 4th Industrial Revolution
October 9, 2025
As an investor, there is a lot to be excited about for the future.
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Nugget #22: Equity Return Trifecta
September 18, 2025
Equity returns are a function of a simple equation with 3 parts: EPS Growth / Dividend Yield / PE Ratio.
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Nugget #21: Patience is a Virtue
September 4, 2025
The well-known saying that patience is a virtue is attributed to a 14th century poem by William Langland.
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Nugget #20: Up and Down (and Up Again)
August 28, 2025
Markets go up, markets go down. This old adage describes the ongoing fluctuation of the stock market.
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