Q3 2026 Market Outlook
Q2 of 2026 is shaping up better than we expected in our 2026 market outlook. Despite the noise around the globe and here in the U.S., based on CNBC-reported data, the S&P 500 is sitting roughly…
By Matthew Finley
June 16, 2026
Global Iranian Conflict: What It Means for Your Portfolio
We are now 24 days into the Iranian conflict, and while there are signs of a potential resolution, nothing is certain as of this writing. As with any major global event, our first step is to…
By Matthew Finley
March 25, 2026
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
2024 Year in Review: Client Successes & 2025 Market Insights
Listen to 2024 Year in Review: Client Successes, and 2025 Market Insights! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review 2024 for Perspective 6 Group. They…
By Matthew Nelson
December 19, 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
Matthew Nelson: The Journey to Financial Advisor
Hey, Matthew Nelson here. It’s incredible to have made it to this place, sharing insights and stories. Thank you for this opportunity to speak about what I do and who I am. Although I’m much more…
By Matthew Nelson
September 5, 2024
Jacob’s Journey: Built on Integrity and Family Values
In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial…
By Matthew Nelson
May 23, 2024
Investing for Decades Not Days
Is your portfolio designed for sustained growth without succumbing to market speculation? Join us for a compelling episode of The MedTech Wealth Advisor Podcast! Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive…
By Matthew Nelson
April 25, 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
Financial Freedom vs. Financial Independence
Financial independence does not equal financial freedom. Let’s explore what the difference is between financial independence and financial freedom, as well as three major planning areas. Including, planning to reach financial independence, protecting that independence, and…
By Matthew Nelson
April 18, 2024
