Professional guidance

The Importance of Professional Equity Award Guidance in Down Markets

POSTED ON July 21, 2022 BY Bill Dillhoefer

By Bruce Brumberg, JD in Forbes.com Stock-price volatility and market declines can rattle anyone—especially this time. Between the market lows of 2008–2009 and the recent market shocks caused by the pandemic and inflation, many employees with stock options and restricted stock units (RSUs) saw only rising stock prices. For many of you, the recent market […]

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Stock Option Exercise Strategy Webinar

POSTED ON June 15, 2022 BY Bill Dillhoefer

This webinar on employee stock option exercise strategies for financial advisors was sponsored by myStockOptions.com. Click here for access to the presentation slides, webinar recording and for CE credits. The webinar features a panel of experienced stock option planning specialists, and the agenda included: Stock option fundamentals, including a review of taxation NQSO vs ISO: […]

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StockOpter Walk Thru Video

POSTED ON May 31, 2022 BY Bill Dillhoefer

This 8-minute video for financial advisors provides a walk thru of the StockOpter.com platform for helping clients get the most out of their company stock and option positions. StockOpter enables advisors to: Attract and engage stock plan recipients Efficiently manage client equity compensation holdings Generate and justify AUM or planning fees Help clients make timely […]

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Survey Indicates that Stock Plan Participants Need More Than Education

POSTED ON March 22, 2022 BY Bill Dillhoefer

The Morgan Stanley at Work 2021 Annual Stock Plan Participant Survey contained a number of notable findings regarding equity compensation programs and recipients including: Most respondents (75%) feel confident in their ability to access their stock plan account online, but only half (52%) understand how to sell their company shares. 66% aren’t confident that they […]

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Report on Stock Option Planning Technology

POSTED ON March 10, 2022 BY Bill Dillhoefer

A report published by Kitces.com entitled “The Technology That Independent Financial Advisors Actually Use (And Like)” provides some interesting insights on what financial advisors are using to assist clients that receive employee stock options and other forms of equity compensation. Stock Option Planning Stock Options is another specialized domain where advisors often find a need […]

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Analysis of Rule 10b5-1 Proposed Changes

POSTED ON February 9, 2022 BY Bill Dillhoefer

From the NASPP blog by Jennifer Namazi. The SEC has proposed an overhaul of Rule 10b5-1 plans. NASPP Executive Director Barbara Baksa recently caught up with John Jenkins, Senior Editor of CCRcorp, to discuss thoughts on the draft legislation. John and Barbara cover many of the proposed Rule 105-1 changes in the podcast episode Half Empty […]

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Press Release: StockOpter.com Adds Equity Compensation Tax Planning

POSTED ON November 28, 2021 BY Bill Dillhoefer

Bend, OR, November 29, 2021 – StockOpter.com, the wealth management industry’s leading application for providing clients with sophisticated equity compensation guidance now includes multi-year tax and cash flow modeling functionality.  In addition to StockOpter.com’s equity compensation valuation and risk analytics, advisors can now model diversification strategies over a 10-year horizon that provide detailed tax, cash flow […]

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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. […]

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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 […]

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