Podcast: The Importance of Diversification When Managing Your Employer Stock & Options

POSTED ON August 23, 2021 BY Bill Dillhoefer

In this episode of the Tech Money Podcast, Malcolm Ethridge sits down with Bill Dillhoefer, CEO of Net Worth Strategies Inc, as they discuss the importance of diversification when managing employer stock and options. Bill describes his company’s StockOpter software, and the ways it helps financial planning professionals advise clients who are paid in equity. […]

More

When is an Option Grant Ripe for Picking?

POSTED ON August 18, 2021 BY Bill Dillhoefer

By Stoddard Barnhill and Phillip Barnhill This is a geeky treatment of a complex subject. Still, our singular intent in this blog is to introduce you to a statistical methodology to help optimize your option exercise strategy. Therefore, for this blog, we assume that our reader has a core grasp of the mechanics of equity […]

More