Eggs In a Basket Photo by Natalie Rhea Riggs on Unsplash

Modeling Owned and Restricted Share Diversification Scenarios

POSTED ON January 22, 2019 BY Bill Dillhoefer

IMAGE: Natalie Rhea Riggs / Unsplash Advisors and their clients with sizable holdings of employer stock will both benefit from systematic share diversification of these positions. For the client it means reduced risk and peace of mind, and for the advisor it means additional assets under management. Most executives will agree that concentrated company stock […]


Understanding the StockOpter Share Diversification Analysis

POSTED ON January 21, 2019 BY Bill Dillhoefer

This article was updated in January 2019 to reflect functional modifications to the Share Diversification Analysis. Originally this function compared the value of a client’s owned shares to the value of their other investments over a 5 year period. This ignored the value of any vested stock options and subsequently underestimated the overall level […]