Plan Your Stock Compensation for the Year
Stock compensation can be one of the most rewarding benefits your employer can offer you. However, it also carries complexities that require careful planning. Whether you’re dealing with restricted stock units (RSUs), stock options, or performance…
By Matthew Nelson
August 19, 2025
Financial Planning for Medtronic Employees and Executives
Do you work at Medtronic? Get the resources you need and expert insights from financial professionals who specialize in helping Medtronic employees make the most of their compensation package and benefits. Whether you’re a new Medtronic employee…
By Matthew Nelson
April 11, 2025
ESPPs: A Comprehensive Guide
Employer Stock Purchase Plans (ESPPs) are more than a workplace perk. They can be a powerful tool to build wealth and align your financial success with the success of your company. Participating in your company’s ESPP…
By Matthew Nelson
March 31, 2025
Tax Reporting for Stock Compensation
Stock compensation comes with a unique set of tax implications that can feel overwhelming. Especially at tax time when you are trying to gather all the reporting forms needed. With the right guidance though, it can…
By Matthew Nelson
March 20, 2025
Retirement Planning for MedTech: Turn Stock Compensation into Opportunity
As a MedTech professional, your career likely involves financial complexities—from navigating stock compensation to managing taxes and planning for retirement. These challenges require more than generic advice; they demand a tailored, strategic approach. At Perspective 6…
By Matthew Nelson
February 20, 2025
2025 Tax Preparation Checklist
April is right around the corner! Which means everyone’s favorite chore is as well… gathering everything needed to help file your taxes! Life changes year to year as you accumulate wealth and grow your net worth.…
By Matthew Nelson
February 13, 2025
Charitable Giving: Using a Donor-Advised Fund
When it comes to charitable giving, some strategies are more beneficial (and complex) than others. In a follow up to Charitable Giving Basics I’ll explore how to elevate your charitable giving with a donor-advised fund. This…
By Matthew Nelson
December 12, 2024
Charitable Giving Basics
With the end of year coming quickly, I wanted to cover the common questions we get about on charitable giving while there is still time to squeeze some giving in. The topic of charitable giving is…
By Matthew Nelson
November 28, 2024
Our Investment Philosophy
We think a lot about portfolios — I mean a lot. It is our job after all. How do we think? What framework do we use to stay focused and provide consistency? With literally 1000s of different strategies, techniques,…
By Matthew Nelson
September 19, 2024
Looking for a Financial Advisor for MedTech Professionals?
Are you a professional working in the MedTech industry? A financial advisor who understands the unique needs of MedTech careers such as medical device representatives, executives, and founders in this industry can help you make smarter…
By Matthew Nelson
April 18, 2024
