Being Smart with Your Stock Options

POSTED ON February 20, 2015 BY Bill Dillhoefer

By David Gardner, CFP – Confluence Financial Advisors Employee stock options first came into the public eye in late 90s.  Newly minted B-school graduates would compare compensation packages.  They wouldn’t focus much on salary and bonuses, but more on “the options.”  After all, to get wealthy through a paycheck takes decades of spending less than you […]

Risk Ahead Photo by Aleksandar Mijatovic on

Managing Risks for Your Company Stock Options

POSTED ON February 4, 2015 BY Bill Dillhoefer

IMAGE: Aleksandar Mijatovic / By John Lau, CPA, CFP A heavy concentration in your company stock can be a double edged sword. If it keeps with its upward trend, you may feel like you are having a windfall of a portfolio; but say a worthy competitor enters the scene, or a new government regulation […]

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Advisor Guidance Programs Improve Stock Plan Perceptions

POSTED ON February 3, 2015 BY Bill Dillhoefer

IMAGE: Andriy Popov / Overview: This article summarizes recent equity compensation participant surveys / research and describes how financial advisor guidance programs can significantly decrease stock plan perception and education gaps.  Advisor based programs enable companies to maximize their investments in equity compensation by assisting plan participants to fully understand, appreciate and get the most out of their […]