Image of Partner, Financial Advisor, and Director of Investments, Mattew Finley, with 2024 Post Election Follow-Up! From the desk of Matthew Finley, CFP® text to highlight the blog post.

    2024 Post Election Follow-Up

    Election Year At-A-Glance Since our June 20th post: “Election Year Investing: What Investors Need to Know for 2024” a lot has happened. We went through the chaos that comes with every campaign season. Including President Biden…

    By Matthew Finley
    November 14, 2024

    3 Min Read
    The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 25: Investment FAQs Answered

    Investment FAQs Answered

    Navigating your investment options can feel overwhelming. Especially in 2024 with inflation, interest rates, and the election on everyone’s mind. In this episode, Matt Nelson, CFP® is joined by Director of Investments for Perspective 6 Group,…

    By Matthew Nelson
    October 10, 2024

    2 Min Read
    Image of the three partners at Perspective 6 Group from left to right, Jacob LaRue, Matthew Nelson, and Matthew Finley. With Perspective 6 Group Investment Philosophy in words above them.

    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

    4 Min Read
    Image of Partner, Financial Advisor, and Director of Investments, Mattew Finley, with Market Updates on investing during an election year! From the desk of Matthew Finley, CFP® text to highlight the blog post.

    Election Year Investing: What Investors Need to Know for 2024

    Here we are again for everyone’s favorite time, an election year! With the added caveat of 2024 not only an election year, but a Presidential election year. During times of election year investing, we often must…

    By Matthew Nelson
    June 20, 2024

    4 Min Read
    The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Omar Khateeb for Episode 15: Being Radically Different with MedTech Entrepreneur, Omar Khateeb

    MedTech Entrepreneur, Omar Khateeb

    Matt Nelson, CFP® explores the meaningful world of MedTech innovation with Omar Khateeb, a pioneering entrepreneur in the medical device industry. From his beginnings as a medical student to founding a consulting firm that drives digital…

    By Matthew Nelson
    May 9, 2024

    2 Min Read
    The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 14: Investing for Decades Not Days

    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

    2 Min Read
    Photograph of someone holding a phone with a tablet and computer up all monitoring the stock market to illustrate the need for sound advice in regards to non-qualified stock options taxation.

    Decoding Non-Qualified Stock Options Taxation

    Imagine your part of a medical device startup and your skills earn you a stash of non-qualified stock options or NSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…

    By Jacob LaRue
    November 30, 2023

    2 Min Read
    Photograph of a pile of gold coins with a small green leafy plant growing out of it to illustrate the growth Incentive Stock Options can allow for.

    What are Incentive Stock Options?

    Incentive Stock Options (ISOs) are a type of stock option granted to employees by their employers, usually as part of their benefits package. ISOs provide employees with the right to purchase company shares at a specified…

    By Jacob LaRue
    October 5, 2023

    2 Min Read
    Photograph of three stacks of coins next to a piggy bank to illustrate the ways to save money by utilizing a Roth conversion.

    Why Should I Consider a Roth Conversion?

    A Roth conversion is a financial strategy that involves moving funds from a Traditional IRA or a qualified retirement plan, such as a 401(k), to a Roth IRA. This conversion has several potential benefits, making it…

    By Jacob LaRue
    September 14, 2023

    3 Min Read
    Black and white photograph of a hand holding up a black graduation cap to illustrate how important 529 plans can be.

    What Are 529 Plans?

    A 529 plan is a specialized savings account designed to help individuals and families save for higher education expenses. Named after Section 529 of the Internal Revenue Code, these plans offer tax advantages and flexibility for…

    By Jacob LaRue
    September 7, 2023

    2 Min Read