Shares Photo By: tupungato on

Getting Sloppy With Stock Options Can Be Costly

POSTED ON November 26, 2014 BY Bill Dillhoefer

IMAGE: Tupungato / 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 […]


Strategic Diversification of Employer Stock

POSTED ON November 20, 2014 BY Bill Dillhoefer

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” […]


What Option Holders Should Know About Option Value

POSTED ON November 11, 2014 BY Bill Dillhoefer

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. […]