Fall 2023 Market Insights
Partner & Financial Advisor, Matthew Finley, weighs in on the current state of the Fall 2023 market and provides insight on what consumers can expect next. Matthew utilized J.P. Morgan’s Guide to the Markets for the…
By Matthew Finley
September 21, 2023
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
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
Qualified Charitable Distributions (QCDs): The Basics
Let’s talk about Qualified Charitable Distributions, more commonly known as QCDs. Picture this: you’re enjoying your well-deserved retirement, you’ve done well saving, and you realize that you’ve got a nest egg tucked away in your Individual…
By Jacob LaRue
August 31, 2023
What Are the Investment Decisions to Consider with RSUs?
Restricted Stock Units or RSUs are an amazing employee benefit. However, there are investment decisions to consider when looking at RSUs. For instance, the tax implications of restricted stock units or liquidity. Be Sure to Read:…
By Jacob LaRue
August 9, 2023
Medical Alley Partnership
Perspective 6 Group is excited to announce that we’re officially a Medical Alley partner! We are thrilled to take part in Medical Alley and its global community. With this partnership, our team will gain even more…
By Emily Peterson
July 24, 2023
Should I Hold My RSUs After Vesting?
When deciding whether to hold recently vested Restricted Stock Units or RSUs one needs to carefully consider the pros and cons of doing so. Also, be sure to read the first part in this series “What…
By Jacob LaRue
June 28, 2023
Minnesota Twins Team Outing
On June 14th, the Perspective 6 Team ventured out of the office for a day out together! As a team we had just wrapped up our Spring client review season and our quarterly meeting. Therefore, we…
By Emily Peterson
June 14, 2023
What are RSUs?
Restricted Stock Units or RSUs are a common way for companies to offer additional pay to their executives, directors, and other key employees in the form of company stock. The 4 Key Components of RSUs: The…
By Jacob LaRue
May 21, 2023
Client Event: Shred-It 2023
In early May our team met clients at Forgotten Star Brewery in Minneapolis, MN for our Annual Shred-It Client Event. Focus Financial hosted the event and clients were invited to bring documents to be disposed of…
By Emily Peterson
May 4, 2023
