Know When It’s Time To Exercise Stock Options Or Just Sit Tight

POSTED ON June 18, 2013 BY Bill Dillhoefer

This is a good article that explains how this firm uses the “Insight Ratio” (Time Value / Black Scholes) to help their clients with employee stock options to make prudent exercise decisions.   I like the “Core Capital” concept, but think that the level of concentration in company stock and options should also be factored in.  Bill D. […]


Using Rule 10b5-1 Plans To Trade Company Stock (from Blog)

POSTED ON June 17, 2013 BY Bill Dillhoefer

The Blog last week featured a topic advisors are seeking to learn more about when they implement a financial plan for executive clients. has permitted us to repost their blog commentary below. We have recommended the use of a Rule 10b5-1 trading plan if you often know important confidential information about your company […]


Equity Compensation Advisor News: June 2013

POSTED ON June 5, 2013 BY Bill Dillhoefer

Industry information and ideas to help financial advisors grow their practices by engaging individuals with equity compensation, managing their holdings and helping them to make prudent diversification decisions regarding their employee stock options and company shares. Elevator Pitch for Engaging Corporate Executives:  Financial advisors who are targeting corporate executives or are likely to encounter one in their practice […]