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Six Trends in Performance Awards

POSTED ON June 30, 2017 BY Bill Dillhoefer

IMAGE: Przemyslaw Koch / Barbara Baksa, Executive Director of the National Association of Stock Plan Professionals (NASPP) identifies six trends in the usage of performance awards, from the 2016 Domestic Stock Plan Design Survey, co-sponsored by the NASPP and Deloitte Consulting. Trend #1: Performance awards are on the rise for executives. Over the past […]


StockOpter Portfolio Dashboard

POSTED ON June 15, 2017 BY Bill Dillhoefer

  This video describes the equity compensation “Portfolio” dashboard in The “Portfolio” analysis summarizes company stock and option holdings and lets StockOpter advisors and their clients run “what-ifs” on the Pre-Tax and After-Tax values. It is an effective way to compare and contrast asset group values and discuss concentration issues.


How Do You Spell “Vested RSU”?

POSTED ON June 13, 2017 BY Bill Dillhoefer

by Sheri Iannetta Cupo, CFP, Partner and Wealth Manager at SageBroadview Especially when it comes to company stock plans, acronyms abound. Someday, I’m going to invent a secret decoder ring that translates each one into something approaching English. I’ll make a bazillion dollars and retire. In the meantime, let’s decode one important acronym that can […]

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5 Things You Must Know If You Get Paid With Equity

POSTED ON June 11, 2017 BY Bill Dillhoefer

IMAGE: Tupungato / By Geoffrey Zimmerman Does your compensation package include more than just salary and benefits? Stock Options and other forms of equity compensation from your employer can be a key driver in building personal wealth as your company grows and succeeds. But it’s important to understand how to manage your equity properly […]