Insight Ratio: The Stock Option Exercise Secret

POSTED ON August 14, 2019 BY Bill Dillhoefer

Determining the right time to exercise and sell  one’s employee stock options is the key to maximizing the value of this benefit. Stock options are granted at a fixed grant price that must be exercised after vesting and prior to the expiration date to realize their value. During the time between vesting and expiration (usually […]


Black Scholes and Employee Stock Option Education

POSTED ON February 5, 2019 BY Bill Dillhoefer

IMAGE: iqoncept, Net Worth Strategies has been providing financial advisors with employee stock option risk analysis and tax planning tools since 1999 so it has witnessed firsthand a great deal of the development in employee stock option education. Here’s a brief synopsis…. The internet bubble (1995 – 2000) instigated many companies to begin offering […]

Junior Exec Photo by Ali Morshedlou on Unsplash

Equity Compensation Advisor Info: December 2015

POSTED ON December 11, 2015 BY Bill Dillhoefer

IMAGE: Ali Morshedlou / Unsplash Five Things For Employees to Review Before Year End:  There are certain employee benefit related actions that should be reviewed and possibly changed periodically, if not annually. Richard Friedman from the Ayco Company points out his “top five” year end reminders, which incorporate mistakes he has seen all levels of employees make […]