Equity Compensation Diversification Articles to Assist Recipients
The following article was written by financial advisor John Olsen about 15 years ago. At the time, the stock market like now had been hit with a substantial correction. Company stock and option holdings had lost considerable value and many recipients believed the loss was permanent. However, we all know the stock market recovered leading […]
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 […]
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. […]
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 […]
The “2020 Equity Compensation Participant Survey,” from Charles Schwab is the latest update in an annual series of reports that track the behaviors of equity compensation plan participants. Many of the questions in this survey were focused on the coronavirus pandemic which has driven many people to make decisions about exercising or selling equity compensation. […]
In 2013, the stock plan services team at UBS set out to better understand how employees engage with their equity awards. Through research conducted for the UBS Participant Voice, they identified trends that impact how much employees value their equity awards. It was discovered that employees do not value what they don’t understand, and that […]
This article is from the Ayco Compensation & Benefits Digest May 15, 2020 edition. Share ownership guidelines for executives continue to be a common feature at an overwhelming majority of U.S. public companies. The basic premise of mandating ownership of company stock is that the interests of senior management will more closely align with those […]
Geoffrey M. Zimmerman, CFP® This article was first published at myStockOptions.com. It is kindly reprinted here with permission. Executives, as corporate insiders, face both planning concerns and potential landmines in their equity compensation. Your actions are highly visible, and you must perform a delicate balancing act to meet the needs, demands, and perceptions of the […]
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 […]
The stock market has been on a roller coaster the last few weeks, but in general the S&P 500 index is not far from its all time high. Consequently, most employee stock options granted in the last ten years are likely to still be significantly “In-the-Money” (current stock price above the grant price) as […]
