StockOpter Overview Video

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Fee compression has become a major challenge for the wealth management industry. This StockOpter overview video explains why financial advisors now need to provide clients with specialized and sophisticated advice instead of just portfolio management. One such discipline is assisting clients that receive stock-based compensation from their employers. Here's how financial advisors can beat fee compression and justify their fees by providing equity compensation guidance using the StockOpter applications. Click theses links for detailed information about StockOpter.com and StockOpter/Pro.  

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StockOpter Portfolio Dashboard

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  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.

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What Financial Advisors Should Know About Equity Compensation

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    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 is designed to provide advisors with what they need to know to engage and assist individuals who receive equity compensation.  Bill is a published authority on...

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Determining an Employee Stock Option Volatility Assumption

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  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 have to click the Show All Events button to find the most recent 10-K: Annual Report.  Since this video is several years old, there are also...

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ESO Forfeit Value Concepts

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    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.

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Insight and VaR Ratio Concepts

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    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.

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Equity Comp. Concentration Concepts

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    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.

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ESO Leverage Concepts

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    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.

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