Non-Qualified Stock Options: Key Planning Considerations for 3M Employees
Non-qualified stock options (NQSOs) can be one of the most valuable components of a compensation package. They create the opportunity…
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What Needed to Happen Before a Business Sale Closed—and What Could Wait?
When a business sale is approaching, owners and their families may face many financial, tax, estate, charitable, and investment decisions…
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Beacon ‘Pointe of View’ – A Market Update July 2026
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including...
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Beacon ‘Pointe of View’ – A Market Update July 2026
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including...
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Foundations of Finance Class 4: Portfolio Construction and Aligning Investments with Your Values
In Class 4, we dive into the fundamentals of portfolio construction and how to align your investments with what matters…
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3M Stock Concentration Risk
A Note to 3M Employees with Concentrated Stock Positions If you’ve built a $1M+ position in 3M stock, it likely…
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Foundations of Finance Class 3: Investing and the Role of a Money Manager
In Class 3, we explore the role of money managers and learn more about how they conduct investment research and…
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So You’ve Inherited an IRA
When you inherit a retirement account from your spouse, it is important to understand the rules that apply. A required…
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Frequently Asked Questions About RMDs
If you are the beneficiary of an inherited retirement account from a loved one, the RMD rules applicable to the…
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