The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 3: Crafting Financial Solutions for MedTech Professionals

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

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 2: Transformation into Perspective 6 Group

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

2 Min Read

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

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
Graphic of a person juggling small icons. Icons include piggy bank, credit card, shield, coin, and stock ticker to illustrate the investment decisions of restricted stock units like tax.

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

2 Min Read

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

2 Min Read

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

3 Min Read

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

2 Min Read