Blog graphic with green gradient background and a line drawing of the White House in the right hand corner. Text says "What 2025 Means for Investors: Key Trends for Investors".

What 2025 Means for Investors: Key Trends to Watch

Change is the name of the game in 2025, and it’s shaping up to be a big year for investors to keep their eyes wide open. Our firm recently had Michael Townsend, Managing Director, Legislative and…

By Matthew Nelson
February 7, 2025

2 Min Read
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6 Ways to Maximize Your Medtronic 401(k) Plan

The Medtronic 401(k) Plan, also known as the Medtronic Savings and Investment Plan, is an excellent benefit. The plan supports Tenant Five of the company’s mission to provide a “means to share in the company’s success”.…

By Matthew Nelson
January 30, 2025

8 Min Read
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Plan Your Stock Compensation for the Year

Stock compensation can be one of the most rewarding benefits in your role in MedTech, but it also carries complexities that require a careful plan. Whether you’re dealing with restricted stock units (RSUs), stock options, or…

By Matthew Nelson
January 16, 2025

4 Min Read
Two hands cupping a red heart against a white wooden background to illustrate giving to charity through the use of a donor-advised fund.

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

7 Min Read
Pink pig toy on a gray background with a piece of tape across it's body with DONATE written in black marker. This image represents charitable giving.

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

5 Min Read
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ESPPs: A Comprehensive Guide

Executive Summary Employee Stock Purchase Plans (ESPPs) may be one of the most underutilized, yet valuable employee saving plan benefits. If you are a professional in MedTech with an ESPP available, you should consider participating. This…

By Matthew Nelson
October 31, 2024

12 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 and Financial Advisor Mattew Nelson with Financial Advisor Q & A for MedTech Professionals with Matt Nelson, CFP®, AIF®, ECA to highlight content.

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

10 Min Read
Photograph of a family all putting money in the piggy bank to give visual how important it is to use strategies to maximize your 401(k) as soon as possible.

7 Expert Strategies to Maximize Your 401(k)

Are you looking to supercharge your retirement savings? Securing your financial future involves smart planning and strategic moves. Especially, when it comes to your 401(k). Maximizing your 401(k) is key to a healthy financial future. Here…

By Matthew Nelson
April 4, 2024

4 Min Read
A photograph of a person with a pen sitting at a desk looking over the unique benefits in their MedTech job package.

MedTech Industry Benefits & Personal Finances

The world of MedTech is dynamic, with a goal to drive impactful change. Whether you’re a Medical Device Representative, an executive leader, or are forging your path within MedTech, the industry offers unique benefits with financial…

By Matthew Nelson
March 21, 2024

2 Min Read