What to Do After a Large RSU Vesting (Taxes, Planning, and Next Steps)
Key Takeaways: Receiving a large amount of vested restricted stock units (RSUs) can be a major financial milestone. It can increase your net worth, create liquidity, and turn years of compensation into real value. However, it…
By Matthew Nelson
July 14, 2026
How to Diversify When a Large Portion of Your Wealth Is in Company Stock
Key Takeaways: Company stock can become a major source of wealth for employees, founders, long-tenured professionals, and executives whose careers and compensation have been tied to one business. Over time, grants, ESPP purchases, option exercises, and…
By Matthew Nelson
July 6, 2026
How Bonuses, RSUs, and Stock Options Impact Your Tax Plan
Key Takeaways: A bonus or equity award can feel like a major win, but it can also make your tax picture harder to manage. Extra income from restricted stock units (RSUs), stock options, employee stock purchase…
By Matthew Nelson
June 26, 2026
Q3 2026 Market Outlook
✅ Want a portfolio review that accounts for where markets are headed? Let’s connect → https://www.perspective6wealthadvisor… Markets are up over 8% on the year after a wild Q2, and most people didn’t see it coming. In…
By Matthew Nelson
June 22, 2026
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
What Boston Scientific Employees Need to Know About Their Financial Benefits
Boston Scientific’s compensation package is one of the strongest in MedTech. Between the 401(k) match, the ESPP, the disability benefits, and the equity programs, there is a real opportunity to build wealth here. There is also…
By Matthew Nelson
June 12, 2026
What Happens to Your Stock Compensation When You Leave Your Job
Key Takeaways: Leaving a job can make stock compensation feel much less theoretical. Awards that once sat quietly in a portal may suddenly involve forfeiture rules, exercise deadlines, tax decisions, trading limits, and paperwork that needs…
By Matthew Nelson
May 12, 2026
When Should You Sell RSUs? What to Consider Before You Decide
Key Takeaways: Restricted stock units (RSUs) can be one of the most valuable parts of your pay, but they also create a decision that many employees do not fully think through until shares have already vested.…
By Matthew Nelson
May 11, 2026
How RSUs Work (and What They Mean for Your Taxes)
Key Takeaways: How RSUs Work at a High Level RSUs are a promise from your employer to deliver company shares in the future if you meet the terms of the plan. They are a form of…
By Matthew Nelson
May 8, 2026
Tax Planning Strategies for RSU Income
Key Takeaways: Restricted stock units (RSUs) are a form of compensation that can become very valuable when your employer’s stock performs well. The challenge is that the value you see on paper and the amount you…
By Matthew Nelson
May 7, 2026
