To exercise or not to exercise your employee stock options?

POSTED ON September 26, 2014 BY Bill Dillhoefer

by Michael Ruzhansky, CFP® One of the more frequent questions I get asked by clients and sometimes by their advisors is when is the best time to exercise employee stock options and sell the stock. As the stock market averages are hovering around all-time highs, I can not shake the feeling of dejavu. I have […]


Diversifying Risk with Executive Compensation: 6 Considerations

POSTED ON September 5, 2014 BY Jack

Executive compensation can leave you with a substantial equity concentration and you may wish to think about diversifying the risk involved in this. Although such equity concentration can be enviable while the company is doing well, there is the danger that wealth can be seriously devalued if the stock underperforms. We are going to look […]