Q3 2026 Market Outlook
Q2 of 2026 is shaping up better than we expected in our 2026 market outlook. Despite the noise around the globe and here in the U.S., based on CNBC-reported data, the S&P 500 is sitting roughly…
By Matthew Finley
June 16, 2026
What Boston Scientific Employees Need to Know About Their Financial Benefits
Boston Scientific’s compensation package is one of the strongest in MedTech. Between the 401(k) match, the ESPP, the disability benefits, and the equity programs, there is a real opportunity to build wealth here. There is also…
By Matthew Nelson
June 12, 2026
What Happens to Your Stock Compensation When You Leave Your Job
Key Takeaways: Leaving a job can make stock compensation feel much less theoretical. Awards that once sat quietly in a portal may suddenly involve forfeiture rules, exercise deadlines, tax decisions, trading limits, and paperwork that needs…
By Matthew Nelson
May 12, 2026
When Should You Sell RSUs? What to Consider Before You Decide
Key Takeaways: Restricted stock units (RSUs) can be one of the most valuable parts of your pay, but they also create a decision that many employees do not fully think through until shares have already vested.…
By Matthew Nelson
May 11, 2026
How RSUs Work (and What They Mean for Your Taxes)
Key Takeaways: How RSUs Work at a High Level RSUs are a promise from your employer to deliver company shares in the future if you meet the terms of the plan. They are a form of…
By Matthew Nelson
May 8, 2026
Tax Planning Strategies for RSU Income
Key Takeaways: Restricted stock units (RSUs) are a form of compensation that can become very valuable when your employer’s stock performs well. The challenge is that the value you see on paper and the amount you…
By Matthew Nelson
May 7, 2026
Global Iranian Conflict: What It Means for Your Portfolio
We are now 24 days into the Iranian conflict, and while there are signs of a potential resolution, nothing is certain as of this writing. As with any major global event, our first step is to…
By Matthew Finley
March 25, 2026
Q2 2026 Market Outlook
Q2 of 2026 is shaping up much like we expected in our 2026 market outlook. We anticipated a generally constructive backdrop. With a market that earned the right to “chop around,” and an economy that leans…
By Matthew Finley
March 12, 2026
Going Public: What Employees Really Need to Know About Their Equity Compensation
An initial public offering (IPO) marks an exciting time for employees at private companies, representing a potential “payday” and the opportunity to see the company they helped build receive a public valuation. But it can also…
By Matthew Nelson
February 23, 2026
2025 in Review: What’s Ahead for Investors in 2026?
Markets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what investors should realistically expect in the year ahead.
By Matthew Nelson
January 8, 2026