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 NQSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…
By Jacob LaRue
November 30, 2023
MWA Ep. 4: Making the Most of MedTech
The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities? Venture beyond the ordinary to a place where MedTech isn’t just a concept,…
By Emily Peterson
November 23, 2023
Client Volunteer Event: Feed My Starving Children
Perspective 6 Group employees and clients got together with Focus Financial for a client volunteer event at Feed My Starving Children on November 2nd in Coon Rapids, MN. Feed My Starving Children (FMSC) offers volunteers a…
By Emily Peterson
November 16, 2023
MWA EP. 3: Crafting Financial Solutions for MedTech Professionals
How do MedTech professionals navigate the complex world of financial planning and wealth management? In the third episode of The MedTech Wealth Advisor Podcast “Crafting Financial Solutions for MedTech Professionals”, host Matthew Nelson dives into what…
By Emily Peterson
November 9, 2023
MWA EP. 2: The Transformation into Perspective 6 Group
Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse. Starting off as a lone wolf under Focus Financial, Matt survived the 2007-2009 financial crisis…
By Emily Peterson
October 26, 2023
The MedTech Wealth Advisor Podcast is Live!
In the first episode of The MedTech Wealth Advisor Podcast, Matthew Nelson sits down with Bill Tucker to offer you more than just a bio. Matt shares a deep dive into his philosophies that have shaped…
By Emily Peterson
October 12, 2023
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
The Importance of a Healthcare Directive
Healthcare directives, also known as advance directive or living will, are legal documents that allow individuals to express their healthcare preferences and decisions in advance. It guarantees medical wishes are respected even if a person becomes…
By Jacob LaRue
September 28, 2023
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
