Got Stock? Employers Take Note – Future Employees Want Their Share

POSTED ON July 18, 2014 BY Bill Dillhoefer

New research from Fidelity shows that over 80 percent of employees say that a company stock plan influences their decision to change employers BOSTON, July 2, 2014 – An increasing number of workers are considering the availability of a company stock plan when evaluating a new job opportunity, according to new research1 conducted by Fidelity […]


Company Stock Plans Can Lead to Significant Wealth Accumulation

POSTED ON July 7, 2014 BY Bill Dillhoefer

A recent survey of 2,116 employees who participate in company stock plans outside of their 401(k) found that 40% consider those plans a “must-have” benefit. More than half (57%) say that these plans contribute to their loyalty to their employer, and half (54%) say the plans provide an incentive to work harder and be rewarded for the company’s […]


The Importance of Diversifying Your Company Stock

POSTED ON July 3, 2014 BY Bill Dillhoefer

Laura Tanner, CFP with SAS Advisors, LLC in San Francisco is a former research scientist with a PhD in Neurobiology.  In an article published on she tells how she learned the hard way regarding not diversifying her concentrated stock and option position with a previous employer. The moral for the story is that individuals […]