Fidelity® Research Finds Emerging Affluent Are Nearly Twice as Likely as Millionaires to Search for an Advisor Online

POSTED ON July 30, 2015 BY Bill Dillhoefer

BOSTON–(BUSINESS WIRE)–New Fidelity research finds that emerging affluent investors are nearly twice as likely as millionaires to find a new financial advisor through internet research and more likely than millionaires to find a new advisor through social media.1 In response to those findings, Fidelity Clearing and Custody, the division of Fidelity Investments® that provides clearing […]

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Why you shouldn’t have too much of your company stock

POSTED ON July 28, 2015 BY Bill Dillhoefer

IMAGE: Kumoma Lab / Unsplash By Steve Branton, Mosaic Financial Your most important asset over time is your job. But, having your company’s stock make up a large component of your portfolio could hurt your finances. Here’s why. With the tech world booming, receiving a bundle of stock options and other types of equity compensation […]


Major Trends in Equity Compensation

POSTED ON July 27, 2015 BY Bill Dillhoefer

As part of the 15th anniversary of in June 2015, their staff wrote an article that reviews, in rough chronological order, some of the major issues and developments in equity compensation that it has witnessed.  Here’s a brief summary of the full article. From The 1990s Through 2000: The Democratization Of Stock Options In The […]

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The Importance of 1-on-1 Interactions Between Advisors & Participants

POSTED ON July 17, 2015 BY Bill Dillhoefer

IMAGE: rawpixel / Unsplash Jennifer Namazi from the National Association of Stock Plan Professionals (NASPP) points out….. “In the recent webcast, the panel shared UBS participant survey results that pointed to a higher level of participant satisfaction with the education provided by their company when that education included one-on-one conversations. That concept, while not new, […]