IMAGE: Tupungato / 123rf.com By Matthias Rieker Being paid in stock rather than cash has made many people rich. But younger workers, and those who haven’t experienced the long-term power of vesting stock awards, haven’t quite caught on. When seasoned employees have a lot of their wealth in employer stock, wealth manager often struggle to […]
By Bill Briggs, Net Worth Strategies, Inc. The following case study, illustrated using StockOpter Pro, describes a four step process that enables financial advisors to secure immediate and recurring company stock diversification transactions and assets under management. The four steps are: Establish necessity of diversification from concentrated employer stock positions Establish strategy for “dollar cost average” […]
by Kaye A. Thomas A good understanding of option value can help the option holder appreciate this important benefit more fully. Armed with this knowledge, the option holder is more likely to adopt a good strategy and avoid common mistakes. It’s not all rocket science At one level, option value is a highly technical subject. […]
