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…
2 Min Read6 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”.…
8 Min ReadCharitable 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…
7 Min ReadCharitable 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…
5 Min ReadOur 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,…
4 Min ReadLooking 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…
10 Min Read7 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…
4 Min ReadMedTech 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…
2 Min Read