This news brief contains information to help financial advisors assist individuals with employee stock options and restricted shares by efficiently managing their portfolios.

  • The Fiscal Cliff Effect and Employee Stock Options: The results of the expiring Bush tax cuts and automatic spending reductions are predicted to cause an economic recession which will likely reduce company earnings and stock prices for some period of time. This article addresses how the Fiscal Cliff will affect the value of ones employee stock options and what should be done prior to the end of the year…
  • Enticing Stock Option Recipients to Reach Out: Here’s an idea that equity compensation advisors can use to entice executives into seeking their professional assistance. It is called the StockOpter Teaser Report because it provides employee stock options recipients with unique information that compels them to reach out for help…
  • Selecting a Volatility Assumption: This short video shows step by step how to select a reasonable volatility assumption for valuing employee stock options using the Black Scholes calculation. Volatility is a required assumption for calculating the “Time Value” of an option, but selecting a value is an art not a science…
  • Year End Equity Compensation FAQs: These frequently asked questions and answers from myStockOptions.com provide in-depth guidance on end of year planning issues…
  • Preparing for 2013: If you are planning on increasing your equity compensation related business next year consider: 1) Checking out www.stockopter.com and 2) Contacting Net Worth Strategies (nwsi_info@networthstrategies.com) to set up a strategy planning session. These are done at no cost and will help you determine resources, priorities and tasks for establishing an effective executive services program.

Happy Holidays!

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