Video Player

StockOpter Dashboard Videos

POSTED ON November 14, 2022 BY Bill Dillhoefer

Two Dashboard Tutorials Video #1 provides a brief overview of the StockOpter valuation and risk analysis Dashboards. It includes information on access, navigation, structure and features. *Click the full screen icon in the lower right corner of each player for a larger view.   Video #2 dives into each individual Dashboard to help users to […]

Video Player

Providing Equity Compensation Guidance

POSTED ON October 4, 2022 BY Bill Dillhoefer

Fee compression has become a major challenge for the wealth management industry. This 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 […]

Video Player

StockOpter Walk Thru Video

POSTED ON May 31, 2022 BY Bill Dillhoefer

This 8-minute video for financial advisors provides a walk thru of the platform for helping clients get the most out of their company stock and option positions. StockOpter enables advisors to: Attract and engage stock plan recipients Efficiently manage client equity compensation holdings Generate and justify AUM or planning fees Help clients make timely […]


Press Release: Adds Equity Compensation Tax Planning

POSTED ON November 28, 2021 BY Bill Dillhoefer

Bend, OR, November 29, 2021 –, the wealth management industry’s leading application for providing clients with sophisticated equity compensation guidance now includes multi-year tax and cash flow modeling functionality.  In addition to’s equity compensation valuation and risk analytics, advisors can now model diversification strategies over a 10-year horizon that provide detailed tax, cash flow […]


Press Release: StockOpter Redesigned to Simplify Equity Compensation Planning

POSTED ON December 1, 2020 BY Bill Dillhoefer

Bend, OR, December 1, 2020 –, the industry leading application for equity compensation valuation and risk analysis has been completely redesigned and enhanced. This new version of StockOpter is now available making it easier than ever for advisors to analyze client company stock and option holdings and provide professional guidance. Initially released in 2008, […]

Business Meeting - Photo by Hiva Sharifi on Unsplash

Equity Compensation Recipients Want to Avoid Mistakes, Here’s How Advisors Can Help!

POSTED ON February 28, 2018 BY Bill Dillhoefer

IMAGE: Hiva Sharifi/Unsplash While the majority of workers view their equity compensation as a critical tool for building long-term wealth, a recent survey from Schwab Stock Plan Services found that, out of the one-thousand equity compensation recipients surveyed, a mere twenty-four percent had exercised options or sold shares. With over a third of the participants […]

Oranges Photo by Anj Belcina on Unsplash

Tax Tips for Employee Stock Purchase Plans

POSTED ON October 13, 2016 BY Bill Dillhoefer

IMAGE: Anj Belcina on Unsplash By Geoff Zimmerman Tax rules for the sale of employee stock purchase plan (ESPP) shares can be quite complex for plans that allow participants to purchase stock at a discount. The best way to explain the rules of the road for dealing with ESPP stock purchases and sales is through examples, to help […]


10 Planning Tips for ESPP Participants

POSTED ON September 29, 2016 BY Bill Dillhoefer

The following FAQ with 10 ESPP planning tips is from the ESPP content courtesy of FAQ: What are the 10 most important financial-planning rules for employee stock purchase plans? Before you participate in your company’s employee stock purchase plan (ESPP), understand the following essential points for financial planning with ESPPs. 1. Set goals. Understand […]