StockOpter Report Presentation Guide

POSTED ON March 3, 2016 BY stockopter

This document provides guidance on reviewing the standard Personal Equity Compensation Profile (PECP) report created by® using the template provided in the system (see Appendix A for the sample reported used in this guide). The standard PECP report contains all the major tables and chart produced by It serves as a framework for […]


Dividend Assumption Impact on Employee Stock Option Time Value and the Insight Ratio

POSTED ON February 28, 2013 BY stockopter

By: Bill Summers, CPA, CFP®, MST Introduction: When using the question often arises as to whether the dividend yield should be used to calculate the Black-Scholes and time value. This question is often asked with regard to the Insight Ratio® (time value divided by Black-Scholes value). This paper explores the ramifications of using the […]


8 Ways Financial Advisors Can Boost Client Referrals

POSTED ON December 7, 2011 BY stockopter

1. Think of it as an introduction — not a sales pitch.  Focus on building a relationship with the prospective client first. 2. Be conscious of timing.  If you’re doing your job and meeting your client’s needs, don’t hesitate to mention that you would like to expand your client base.  The uncertainty in today’s market makes this the […]


Answers to 7 Common Questions Regarding Employee Stock Options

POSTED ON October 7, 2011 BY stockopter

Jim Wulforst provides some answers to 7 common questions from employees receiving stock options. What are the most common types of employee stock offerings? What’s the difference between “incentive” and “non-qualified” stock options? What about taxes?  How do I know whether to hold or sell after I exercise? I believe in my company’s future. How much of […]


Insight and VaR Ratio Concepts

POSTED ON August 15, 2011 BY stockopter

    A video describing the Key Ratio Dashboard and concept on  The “Insight” and the “VaR” ratios illustrate the risk v. reward and are good factors for determining when to exercise.


Equity Comp. Concentration Concepts

POSTED ON August 12, 2011 BY stockopter

    A video describing the “Concentration Dashboard” in and the concepts it is based on.  In general, equity compensation concentration is the value of company stock and options (vested & unvested) compared to all other investments.


ESO Leverage Concepts

POSTED ON August 10, 2011 BY stockopter

    A video describing the concept of stock option leverage using the StockOpter Dashboards.  The leverage inherent in ESO results in value percentage increases greater than the percent increase in stock price.


Black Scholes Value Concepts

POSTED ON August 8, 2011 BY stockopter

    A StockOpter video describing the “Black Scholes Dashboard” and the concepts it is based on. Black Scholes is a methodolgy for illustrating the fair or full value of an option (In-the-Money value + Time Value)


Financial Goal Attainment Concepts

POSTED ON July 28, 2011 BY stockopter

    A video describing the “Financial Goal Dashboard” and its concepts.  In this context, goal attainment is a function of the roll that company stock and options play at different stock prices.