Using StockOpter to Generate Referrals

POSTED ON May 30, 2012 BY Jack

Here are 5 common reasons why clients don’t want to provide advisors with referrals and how StockOpter can help. They don’t value your services: This can occur when you simply “tell” clients they should diversify their equity compensation portfolio instead of providing” them with a framework for making timely and profitable decisions. The platform […]


Value at Risk (VaR) and ESOs

POSTED ON May 30, 2012 BY Bill Dillhoefer

Value at Risk (VaR) and Employee Stock Options A StockOpter White Paper This document discusses what Value at Risk (VaR) is and how it is calculated in  VaR Defined Value at Risk is a measure of how large a loss one might incur due to market movements over some time frame at some confidence […]


StockOpter Participant News: April 2012

POSTED ON May 5, 2012 BY Bill Dillhoefer

This periodic news brief contains ideas and information for individuals who have equity compensation grants (e.g. stock options, restricted stock, etc.) and are interested in making profitable exercise and sells decisions. 5 Things You Need to Know About Your Stock Options: This piece explains the things every option holder should know about their equity compensation […]