Image of Partner and Financial Advisor Matthew Finley with a 2025 Market Outlook from the desk of Matthew Finley, CFP® text to highlight the blog post.

2025 Market Outlook: Insights on Navigating Volatility

The year’s final “Santa Rally” hasn’t aligned with past patterns, but this isn’t surprising. Markets don’t adhere to calendars or historical events. While trends and historical data hold value in analysis, the movement of stocks operates…

By Matthew Finley
January 9, 2025

4 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson, Matthew Finley, and Jacob LaRue for Episode 30: 2024 Year in Review: Client Successes, & 2025 Market Insights

2024 Year in Review: Client Successes, & 2025 Market Insights

Listen to 2024 Year in Review: Client Successes, and 2025 Market Insights! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review 2024 for Perspective 6 Group. They…

By Emily Peterson
December 19, 2024

2 Min Read
Image of Partner, Financial Advisor, and Director of Investments, Mattew Finley, with 2024 Post Election Follow-Up! From the desk of Matthew Finley, CFP® text to highlight the blog post.

2024 Post Election Follow-Up

Election Year At-A-Glance Since our June 20th post: “Election Year Investing: What Investors Need to Know for 2024” a lot has happened. We went through the chaos that comes with every campaign season. Including President Biden…

By Matthew Finley
November 14, 2024

3 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, Financial Advisor, and Director of Investments, Mattew Finley, with Market Updates on investing during an election year! From the desk of Matthew Finley, CFP® text to highlight the blog post.

Election Year Investing: What Investors Need to Know for 2024

Here we are again for everyone’s favorite time, an election year! With the added caveat of 2024 not only an election year, but a Presidential election year. During times of election year investing, we often must…

By Emily Peterson
June 20, 2024

4 Min Read
Image of Partner and Financial Advisor Mattew Finley with Market Updates on the S&P 5000! From the desk of Matthew Finley, CFP® text to highlight the blog post.

S&P 5000! What’s Next?

Wow, what a nice start to 2024! As of this writing, the S&P 500 is at the 5000-point mark (S&P 5000)! Further, the market is nearing the year end price targets for most Wall Street firms.…

By Matthew Finley
February 15, 2024

3 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 9: 2024 Market Outlook

2024 Market Outlook

What does the 2024 economic forecast mean for your financial future?  Listen in as host, Matt Nelson, welcomes partner Matthew Finley to unravel the complexities of today’s economy in the latest podcast episode, 2024 Market Outlook.…

By Emily Peterson
February 8, 2024

2 Min Read
Image of Partner and Financial Advisor Mattew Finley with Winter 2023 Market Insights From the desk of Matthew Finley, CFP® text to highlight the blog post.

Reflecting on 2023: Market Insights and 2024 Outlook

As 2023 comes to a close, I’d like to offer up some good news! Currently, the S&P 500 is up 23% while the Dow Jones is up 12% on the year. The market outlook ahead in…

By Matthew Finley
December 21, 2023

3 Min Read
Image of Partner and Financial Advisor Mattew Finley with Fall 2023 Market Insights From the desk of Matthew Finley, CFP® text to highlight the blog post.

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

3 Min Read