- StockOpter Dashboard Videos
- Providing Equity Compensation Guidance
- StockOpter Walk Thru Video
- Preview Video: StockOpter.com v10
- Video: 5 Things You Need to Know About Your Employer Stock and Options
- StockOpter Portfolio Dashboard
- Maximizing the Value of Your Company Stock Compensation
- What Financial Advisors Should Know About Equity Compensation
- Determining an Employee Stock Option Volatility Assumption
- ESO Forfeit Value Concepts
- Insight and VaR Ratio Concepts
- Equity Comp. Concentration Concepts
- ESO Leverage Concepts
- How to use StockOpter.com to make informed decisions
- Black Scholes Value Concepts
- Financial Goal Attainment Concepts
- ESO After Tax Concepts
- StockOpter Dashboard Overview
- Employee Stock Option Intrinsic Value
- Owned Shares Valuation Concepts
- Restricted Stock Valuation Concepts
- Restricted Stock Taxation Concepts
- VaR (Value at Risk) Concepts
StockOpter University Index
A List of StockOpter University Posts by Category
- SEC Adopts Amendments to Rule 10b5-1 Insider Trading Plans
- StockOpter Dashboard Videos
- “Under Water” Doesn’t Necessarily Mean “Drowned”
- How Advisors Can Help Clients with 10b5-1 Trading Plans
- Providing Equity Compensation Guidance
- How to Advise Clients on Equity Compensation Before They Exercise
- The Importance of Professional Equity Award Guidance in Down Markets
- Stock Option Exercise Strategy Webinar
- Insights on Providing Equity Compensation Guidance
- StockOpter Walk Thru Video
- Survey Indicates that Stock Plan Participants Need More Than Education
- Report on Stock Option Planning Technology
- Press Release: StockOpter.com Adds Equity Compensation Tax Planning
- Podcast: The Importance of Diversification When Managing Your Employer Stock & Options
- When is an Option Grant Ripe for Picking?
- Marketing Approaches for the Equity Compensation Niche
- Stock Option Exercise Strategy: Article and Webinar
- The Changing Importance of Equity Compensation
- SEC to Revisit Rule 10b5-1: 4 Things to Know
- Equity Compensation Planning As A Niche: Market Opportunity And Differentiated Value
- Understand SPACs and Equity Compensation
- 5 Trends in Stock Ownership Guidelines
- Fidelity Study: Financial Planning Helps Employees Get More Value Out of Their Stock Awards
- Elevator Pitch for Engaging Corporate Executives
- 5 Things Firms Need to Know About Implementing Executive Services Programs
- Outline for Implementing Executive Services
- Press Release: StockOpter Redesigned to Simplify Equity Compensation Planning
- Employee Stock Purchase Plan (ESPPs) Trends
- Preview Video: StockOpter.com v10
- Gaining Referrals in the Age of COVID
- Employees Seek More Guidance on Equity Awards During Crisis
- Equity Compensation and Charitable Giving
- Executive Share Ownership Guidelines and Stock Retention Requirements 2020
- The Equity Compensation Planning Dilemma For Corporate Executives
- 10b5-1 Plan Best Practices for any Market Climate
- COVID-19 and Equity Awards
- Video: 5 Things You Need to Know About Your Employer Stock and Options
- Market Volatility and Employee Stock Option Values
- Best Practices for Working with Corporate Executives
- Press Release: StockOpter Adds 10b5-1 Trading Plan Tracking
- Key Findings From E*TRADE’s Annual Stock Plan Participant Survey
- How to Choose From the Six Ways to Price Your Services
- Survey Says Stock Plan Participants Need Advisor Assistance
- Mistakes to Avoid When Selling to Companies
- Marketing More Effectively to Corporate Executives
- The Do’s and Don’ts for Engaging Executives with Equity Compensation
- 4 Questions to Ask Clients with Equity Compensation
- Incentive Stock Option (ISO) Planning Guidelines
- Setting Better Employee Stock Option Price Targets
- Insight Ratio: The Stock Option Exercise Secret
- Age, Gender, and Stock Plan Participant Attitudes
- Maximizing Restricted Stock Awards
- Trends in Private Company Stock Plans and How They Effect Advisors
- Black-Scholes v. Baroni-Adesi for Valuing Employee Stock Options
- Black Scholes and Employee Stock Option Education
- Modeling Owned and Restricted Share Diversification Scenarios
- Understanding the StockOpter Share Diversification Analysis
- NQSO No No
- Workers Report They Hold Large Percentages of Company Stock
- Infographic: 5 Things You Should Know About Your Employer Stock & Options
- Performance Awards: 3 Truths… and a Lie
- StockOpter Equity Compensation Diversification Tools
- First Equity Compensation Advisor Conference Provides Needed Expertise
- 7 Steps for Actively Marketing to Equity Compensation Recipients
- No Emotional Connection…No Sale!
- Excuse Me, I Don’t Speak That Language
- The Award for Most Significant Growth Driver in Business Goes To…
- Equity Compensation Recipients Want to Avoid Mistakes, Here’s How Advisors Can Help!
- Insights on Serving Corporate Executives
- Engaging Gen X & Y Clients: 5 Steps Applied to Stock Compensation Guidance
- 8 Terms To Understand Regarding Your Stock Compensation
- Continuing Education Credit for Stock Plan Advisors
- Four Financial Ideas on Your Work Anniversary
- Restricted Stock and Restricted Stock Unit Utilization Today
- Legislative Update: Empowering Employees Through Stock Ownership Act Resurfaces In The Senate
- Executive Compensation Award Mix Identifies Opportunities for Advisors
- Six Trends in Performance Awards
- How Do You Spell “Vested RSU”?
- Five Trends in Restricted Stock/Units
- StockOpter.com Advisor Newsletter: April 2017
- Top Ten Trends in Stock Plan Design
- Equity Compensation Advisor News: December 2017
- 5 Ways for Advisors to Reach New Clients Next Year
- Advisors, are you using Social Media effectively to prospect online?
- Optimizing Stock-Based Compensation for Retirement
- Five Things for Employees to Review by Year‐End
- Tax Tips for Employee Stock Purchase Plans
- Building an Executive Services Program
- 10 Planning Tips for ESPP Participants
- More Employees Rank Company Stock as Their Top Benefit
- Supercharging Employee Stock Option Programs
- Conducting Equity Compensation Seminars
- Equity Compensation Advisor News: July/August 2016
- Proposed Legislation Encourages Broad Use of Equity at Private Companies
- Help, My Company Is Being Sold!
- 8-steps for managing your equity compensation
- Steps for Deriving More Value from Equity Awards
- Employee Stock Options Today
- Helping your employees understand their equity compensation
- Here are the Five Things we Think You Should Know About Your Equity Compensation
- 5 Ideas for Attracting Executive Clients
- 10 Companies with Generous Stock and Option Programs
- Professors Recognized for Research on Perceived Value of Employee Stock Options
- Equity Compensation Advisor Info: March 2016
- StockOpter Report Presentation Guide
- Assisting High Net Worth Clients Efficiently
- StockOpter Helps Explain Equity Compensation
- 9 Things to Consider Regarding Your Equity Compensation
- Dividing Stock Compensation in Divorce
- Advisor Technology Recommendations
- Sample Equity Compensation Risk Analysis Reports
- Trends in 10b5-1 Adoption and Oversight
- Startup Employees: Here is the proper way to value your stock options
- Advisors’ Top Priority? Growth Trumps Tech!
- How to Get the Best Advisor Tech Tools
- Year-End Tax Planning for Executives
- Equity Compensation Advisor Info: December 2015
- Strategies for Improving an Advisory Practice without Adding Staff
- How the Best Planners Win Over Prospects
- How to Network to Attract More Clients
- Employee Stock Options – Use Them or Lose Them
- IRS Stock Compensation Audit Guidelines
- Charitable Donation of Company Stock
- How performance shares are treated after a death
- ESPPs and 401(k)
- Equity Compensation Advisor News: Sept 2015
- Major Trends in Equity Compensation
- The Importance of 1-on-1 Interactions Between Advisors & Participants
- Equity Compensation Advisor News: June 2015
- Targeting the Emerging Affluent? Consider Junior Executives!
- Highlights of the 2014 Domestic Stock Plan Admin Survey
- The Current Mix of Long-Term Incentive Awards
- After divorce, what happens to your employer stock options?
- An Unintended Downside of 10b5-1 Plans
- Avoiding IRC 83(b) Election Pitfalls – the Devil Is in the Details
- How Post-Vesting Periods Play Havoc with Unplanned Retirement
- Set It and Forget It Doesn’t Work for Employee Stock Options
- Equity Compensation Advisor News: March 2015
- Encouraging Executives to Diversify Their Options
- Tax-Return Guidance For Reporting Stock Sales
- Being Smart with Your Stock Options
- Advisor Guidance Programs Improve Stock Plan Perceptions
- Equity Compensation Advisor News: January 2015
- How to Find Companies that Grant Equity Compensation
- Insider Trading and the Use of 10b5-1 Plans
- Getting Sloppy With Stock Options Can Be Costly
- Strategic Diversification of Employer Stock
- What Option Holders Should Know About Option Value
- Diversifying Risk with Executive Compensation: 6 Considerations
- 5 Possible Scenarios That Can Impact Equity Compensation
- Intended Uses of Stock Plan Assets
- Got Stock? Employers Take Note – Future Employees Want Their Share
- Company Stock Plans Can Lead to Significant Wealth Accumulation
- The Importance of Diversifying Your Company Stock
- StockOpter Pro Tour
- Equity Compensation Analysis vs. Financial Planning
- Equity Compensation Advisor News: February 2014
- What Financial Advisors Should Know About Equity Compensation
- What to Do When You Get a Referral
- Equity Compensation Advisor News: December 2013
- Equity Award Value Index Measures How Employees Perceive Their Equity Compensation
- Equity Compensation Advisor News: July/August 2013
- The Factor That Separates Fast-Growing Firms From Their Peers
- Know When It’s Time To Exercise Stock Options Or Just Sit Tight
- Using Rule 10b5-1 Plans To Trade Company Stock (from myStockOptions.com Blog)
- Equity Compensation Advisor News: June 2013
- StockOpter.com User Testimonials
- Conducting Equity Compensation Participant Workshops
- Equity Compensation Advisor News: April 2013
- 40 Hot Prospects for Financial Advisors Who Manage Employee Stock Options
- Creating an Executive Services Pilot Plan
- Dividend Assumption Impact on Employee Stock Option Time Value and the Insight Ratio
- Equity Compensation Advisor News: January 2013
- How to Help Employees Better Value Stock Options as Compensation
- Non-Qualified Stock Options Are Much Better Than They Sound
- Equity Compensation Advisor News: December 2012
- Enticing Stock Option Recipients to Reach Out
- Equity Compensation Advisor News: August
- A New Look at the Leverage in Employee Stock Options
- Equity Compensation Financial Advisor News: July 2012
- Equity Compensation Financial Advisor: David Strege
- Using StockOpter to Generate Referrals
- StockOpter Overview
- StockOpter Advisor News: January 2012
- Black-Scholes vs. Binomial Lattice for ESO Valuation
- 8 Ways Financial Advisors Can Boost Client Referrals
- “Under Water” Doesn’t Necessarily Mean “Drowned”
- The Importance of Professional Equity Award Guidance in Down Markets
- Podcast: The Importance of Diversification When Managing Your Employer Stock & Options
- When is an Option Grant Ripe for Picking?
- The Changing Importance of Equity Compensation
- Employees Seek More Guidance on Equity Awards During Crisis
- Executive Share Ownership Guidelines and Stock Retention Requirements 2020
- The Equity Compensation Planning Dilemma For Corporate Executives
- Video: 5 Things You Need to Know About Your Employer Stock and Options
- Market Volatility and Employee Stock Option Values
- Key Findings From E*TRADE’s Annual Stock Plan Participant Survey
- Survey Says Stock Plan Participants Need Advisor Assistance
- Insight Ratio: The Stock Option Exercise Secret
- Age, Gender, and Stock Plan Participant Attitudes
- Maximizing Restricted Stock Awards
- Modeling Owned and Restricted Share Diversification Scenarios
- NQSO No No
- Infographic: 5 Things You Should Know About Your Employer Stock & Options
- 8 Terms To Understand Regarding Your Stock Compensation
- Four Financial Ideas on Your Work Anniversary
- Legislative Update: Empowering Employees Through Stock Ownership Act Resurfaces In The Senate
- Six Trends in Performance Awards
- How Do You Spell “Vested RSU”?
- 5 Things You Must Know If You Get Paid With Equity
- Five Trends in Restricted Stock/Units
- 10 Ways Stock Compensation Can Make You Happier
- Optimizing Stock-Based Compensation for Retirement
- Five Things for Employees to Review by Year‐End
- Tax Tips for Employee Stock Purchase Plans
- 10 Planning Tips for ESPP Participants
- More Employees Rank Company Stock as Their Top Benefit
- Supercharging Employee Stock Option Programs
- Proposed Legislation Encourages Broad Use of Equity at Private Companies
- Help, My Company Is Being Sold!
- 8-steps for managing your equity compensation
- Steps for Deriving More Value from Equity Awards
- Helping your employees understand their equity compensation
- Here are the Five Things we Think You Should Know About Your Equity Compensation
- Maximizing the Value of Your Company Stock Compensation
- 10 Companies with Generous Stock and Option Programs
- Professors Recognized for Research on Perceived Value of Employee Stock Options
- StockOpter Report Presentation Guide
- StockOpter Helps Explain Equity Compensation
- 9 Things to Consider Regarding Your Equity Compensation
- Dividing Stock Compensation in Divorce
- How to Negotiate Your Employee Stock Option Package
- Sample Equity Compensation Risk Analysis Reports
- Trends in 10b5-1 Adoption and Oversight
- Startup Employees: Here is the proper way to value your stock options
- Employee Stock Options – Use Them or Lose Them
- How performance shares are treated after a death
- ESPPs and 401(k)
- Why you shouldn’t have too much of your company stock
- Major Trends in Equity Compensation
- The Importance of 1-on-1 Interactions Between Advisors & Participants
- Managing Your Stock Compensation: 5 Simple Tips
- Using Stock Options to Meet College Costs
- After divorce, what happens to your employer stock options?
- Avoiding IRC 83(b) Election Pitfalls – the Devil Is in the Details
- How Post-Vesting Periods Play Havoc with Unplanned Retirement
- Set It and Forget It Doesn’t Work for Employee Stock Options
- Encouraging Executives to Diversify Their Options
- Tax-Return Guidance For Reporting Stock Sales
- Being Smart with Your Stock Options
- Managing Risks for Your Company Stock Options
- Insider Trading and the Use of 10b5-1 Plans
- Are You Valuing Your Employee Stock Options Correctly?
- Getting Sloppy With Stock Options Can Be Costly
- What Option Holders Should Know About Option Value
- To exercise or not to exercise your employee stock options?
- Diversifying Risk with Executive Compensation: 6 Considerations
- Most CEOs Now Receiving a Combination of Equity Awards
- 5 Possible Scenarios That Can Impact Equity Compensation
- Intended Uses of Stock Plan Assets
- Got Stock? Employers Take Note – Future Employees Want Their Share
- Company Stock Plans Can Lead to Significant Wealth Accumulation
- The Importance of Diversifying Your Company Stock
- Four Questions to Keep Your Stock Options Out of Jeopardy
- Restricted Stock: Maximizing the Value and Asking the Right Questions
- Know When It’s Time To Exercise Stock Options Or Just Sit Tight
- Using Rule 10b5-1 Plans To Trade Company Stock (from myStockOptions.com Blog)
- StockOpter.com User Testimonials
- Managing Your Restricted Stock Units
- Companies Now Using a Mix of Long-Term Incentive Awards
- Advice for Executives Regarding Their Stock Options
- Dividend Assumption Impact on Employee Stock Option Time Value and the Insight Ratio
- Non-Qualified Stock Options Are Much Better Than They Sound
- The Fiscal Cliff and Employee Stock Option Value
- The Myths and Truths of Equity Compensation
- A New Look at the Leverage in Employee Stock Options
- Equity Compensation Participant News: July 2012
- Charitable Giving Strategies for Equity Compensation
- Value at Risk (VaR) and ESOs
- StockOpter Participant News: April 2012
- Lognormal Random Walk Model for Stock Prices Part 2
- StockOpter Overview
- Lognormal Random Walk Model for Stock Prices Part 1
- Stock Price Volatility: Detailed Discussion
- Stock Price Volatility: Executive Summary
- Black-Scholes Value and Employee Stock Options (Part 2)
- Black-Scholes Value and Employee Stock Options (Part 1)
- Increasing Stock Plan Effectiveness
- Employee Options: Exercise Strategy in Volatile Market
- Summary of Academic Research on Subjective Valuations of Stock Options
- How Advisors Can Help Clients with 10b5-1 Trading Plans
- How to Advise Clients on Equity Compensation Before They Exercise
- The Importance of Professional Equity Award Guidance in Down Markets
- Report on Stock Option Planning Technology
- Marketing Approaches for the Equity Compensation Niche
- Stock Option Exercise Strategy: Article and Webinar
- The Changing Importance of Equity Compensation
- SEC to Revisit Rule 10b5-1: 4 Things to Know
- Equity Compensation Planning As A Niche: Market Opportunity And Differentiated Value
- Understand SPACs and Equity Compensation
- 5 Trends in Stock Ownership Guidelines
- Fidelity Study: Financial Planning Helps Employees Get More Value Out of Their Stock Awards
- Elevator Pitch for Engaging Corporate Executives
- Employee Stock Purchase Plan (ESPPs) Trends
- Gaining Referrals in the Age of COVID
- Employees Seek More Guidance on Equity Awards During Crisis
- Equity Compensation and Charitable Giving
- Executive Share Ownership Guidelines and Stock Retention Requirements 2020
- 10b5-1 Plan Best Practices for any Market Climate
- COVID-19 and Equity Awards
- Press Release: StockOpter Adds 10b5-1 Trading Plan Tracking
- How to Choose From the Six Ways to Price Your Services
- Marketing More Effectively to Corporate Executives
- The Do’s and Don’ts for Engaging Executives with Equity Compensation
- 4 Questions to Ask Clients with Equity Compensation
- Incentive Stock Option (ISO) Planning Guidelines
- Setting Better Employee Stock Option Price Targets
- Age, Gender, and Stock Plan Participant Attitudes
- Black-Scholes v. Baroni-Adesi for Valuing Employee Stock Options
- Black Scholes and Employee Stock Option Education
- NQSO No No
- Workers Report They Hold Large Percentages of Company Stock
- Performance Awards: 3 Truths… and a Lie
- First Equity Compensation Advisor Conference Provides Needed Expertise
- Engaging Gen X & Y Clients: 5 Steps Applied to Stock Compensation Guidance
- Four Financial Ideas on Your Work Anniversary
- Restricted Stock and Restricted Stock Unit Utilization Today
- Six Trends in Performance Awards
- Five Trends in Restricted Stock/Units
- 10 Ways Stock Compensation Can Make You Happier
- Top Ten Trends in Stock Plan Design
- Optimizing Stock-Based Compensation for Retirement
- Tax Tips for Employee Stock Purchase Plans
- More Employees Rank Company Stock as Their Top Benefit
- Supercharging Employee Stock Option Programs
- Proposed Legislation Encourages Broad Use of Equity at Private Companies
- Help, My Company Is Being Sold!
- Employee Stock Options Today
- Companies Trending Away from Time Based Awards
- Equity Compensation Advisor Info: March 2016
- Assisting High Net Worth Clients Efficiently
- How to Negotiate Your Employee Stock Option Package
- Trends in 10b5-1 Adoption and Oversight
- Charitable Donation of Company Stock
- How performance shares are treated after a death
- ESPPs and 401(k)
- Why you shouldn’t have too much of your company stock
- Major Trends in Equity Compensation
- Equity Compensation Advisor News: June 2015
- Highlights of the 2014 Domestic Stock Plan Admin Survey
- The Current Mix of Long-Term Incentive Awards
- After divorce, what happens to your employer stock options?
- An Unintended Downside of 10b5-1 Plans
- Equity Compensation Advisor News: March 2015
- Most CEOs Now Receiving a Combination of Equity Awards
- 5 Possible Scenarios That Can Impact Equity Compensation
- Intended Uses of Stock Plan Assets
- Got Stock? Employers Take Note – Future Employees Want Their Share
- Company Stock Plans Can Lead to Significant Wealth Accumulation
- Equity Award Value Index Measures How Employees Perceive Their Equity Compensation
- Restricted Stock: Maximizing the Value and Asking the Right Questions
- The Factor That Separates Fast-Growing Firms From Their Peers
- Know When It’s Time To Exercise Stock Options Or Just Sit Tight
- Using Rule 10b5-1 Plans To Trade Company Stock (from myStockOptions.com Blog)
- Current Trends in Equity Compensation
- Employers Increasing Discounts in Employee Stock Purchase Plans
- Managing Your Restricted Stock Units
- Companies Now Using a Mix of Long-Term Incentive Awards
- 40 Hot Prospects for Financial Advisors Who Manage Employee Stock Options
- Employee Stock Options 101
- AMT Calculation: Major Changes Under New Tax Law
- Effects of the New Tax Law on Stock Compensation
- How to Help Employees Better Value Stock Options as Compensation
- Non-Qualified Stock Options Are Much Better Than They Sound
- Equity Compensation Taxation Summary
- Stock Options: A Strategic Weapon For Growth
- What Are Incentive Stock Options (ISOs) – Taxation, Pros & Cons
- Answers to 7 Common Questions Regarding Employee Stock Options
- SEC Adopts Amendments to Rule 10b5-1 Insider Trading Plans
- Survey Indicates that Stock Plan Participants Need More Than Education
- Analysis of Rule 10b5-1 Proposed Changes
- Press Release: StockOpter.com Adds Equity Compensation Tax Planning
- Press Release: StockOpter Redesigned to Simplify Equity Compensation Planning
- Press Release: StockOpter Adds 10b5-1 Trading Plan Tracking
- Trends in Private Company Stock Plans and How They Effect Advisors
- Equity Compensation Recipients Want to Avoid Mistakes, Here’s How Advisors Can Help!
- Continuing Education Credit for Stock Plan Advisors
- Legislative Update: Empowering Employees Through Stock Ownership Act Resurfaces In The Senate
- Five Trends in Restricted Stock/Units
- More Employees Rank Company Stock as Their Top Benefit
- Equity Compensation Advisor News: July/August 2016
- Companies Trending Away from Time Based Awards
- 10 Companies with Generous Stock and Option Programs
- Professors Recognized for Research on Perceived Value of Employee Stock Options
- Dividing Stock Compensation in Divorce
- Startup Employees: Here is the proper way to value your stock options
- Advisors’ Top Priority? Growth Trumps Tech!
- Fidelity Seeing Record Growth in Stock Plan Business
- Equity Compensation Advisor News: Sept 2015
- IRS Proposes a Change for Filing 83(b) Election
- Fidelity® Research Finds Emerging Affluent Are Nearly Twice as Likely as Millionaires to Search for an Advisor Online