Equity Compensation Analysis vs. Financial Planning

POSTED ON February 19, 2014 BY Bill Dillhoefer

Financial advisors have been successfully using financial planning applications to attract new clients and assets under management for many years. However, financial planning and equity compensation analysis are very different. If you are using general financial planning tools to analyze and manage your client’s company stock and option holdings you may not be maximizing the […]


Equity Compensation Advisor News: February 2014

POSTED ON February 10, 2014 BY Bill Dillhoefer

Industry information and ideas to help financial advisors grow their practices by engaging corporate executives with equity compensation, managing their holdings and helping them make profitable diversification decisions. How Recent Stock Market Corrections Effect Employee Stock Options: The stock market has been all over the place lately, but in general the major indices are down […]