StockOpter.com version 10 was released on November 9, 2020. This video provides an overview and first look at a completely new version of StockOpter.com. First released in 2008, StockOpter enables financial advisors to attract high net worth corporate employees and generate fees by providing equity compensation guidance. Unlike general financial planning applications designed specifically for […]
Category: Concept Videos
Equity Compensation Diversification Videos for Recipients & Advisors
Video: 5 Things You Need to Know About Your Employer Stock and Options
This video for engaging stock plan participants illustrates StockOpter’s unique analytics. It’s a video version of the “5 Things You Should Know About Your Employer Stock and Options” flyer. It can be used to promote a firm’s equity compensation guidance capabilities. Net Worth Strategies collaborated with FA Client Machine to create this video as […]
StockOpter Overview Video
2022 UPDATE: StockOpter.com now includes multi-year tax and cash flow modeling functionality for comparing and optimizing equity compensation strategies. See the press release for additional information. StockOpter Pro will be discontinued in 2023. Fee compression has become a major challenge for the wealth management industry. This StockOpter overview video explains why financial advisors now need […]
StockOpter Portfolio Dashboard
This video describes the equity compensation “Portfolio” dashboard in StockOpter.com. The “Portfolio” analysis summarizes company stock and option holdings and lets StockOpter advisors and their clients run “what-ifs” on the Pre-Tax and After-Tax values. It is an effective way to compare and contrast asset group values and discuss concentration issues.
Maximizing the Value of Your Company Stock Compensation
A short video that explains how StockOpter.com for Recipients can be used to help stock plan participants analyze their company stock and option holdings to make timely, informed and profitable diversification decisions.
What Financial Advisors Should Know About Equity Compensation
With an estimated 10 million recipients of employee stock options, restricted shares and performance grants, these high net worth prospects are a great opportunity for financial advisors to drive revenue by providing diversification assistance. This webinar hosted by Mike Sakraida from the Financial Advisor Network (FAN) and featuring Bill Dillhoefer from Net Worth Strategies […]
Determining an Employee Stock Option Volatility Assumption
NOTE: Yahoo Finance made major changes to its website in June 2016. Consequently, the location of the SEC Filings described in the video has been moved. The SEC Filings can now be found under the Profile Tab on the Right Side of the page (scroll down if necessary). They are labeled Recent Events and you may […]
ESO Forfeit Value Concepts
A video describing what equity compensation recipients are really leaving on the table when they leave their company to work for another. It is more than just the in-the-money value of the unvested stock and options.
Insight and VaR Ratio Concepts
A video describing the Key Ratio Dashboard and concept on StockOpter.com. The “Insight” and the “VaR” ratios illustrate the risk v. reward and are good factors for determining when to exercise.
Equity Comp. Concentration Concepts
A video describing the “Concentration Dashboard” in StockOpter.com 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.