Equity Comp. Practice Profile: Geoff Zimmerman

Equity Compensation Advisor: Geoff Zimmerman, CFP This is the second in an upcoming series of articles describing successful equity compensation advisors.  The intent is to provide ideas and inspiration to financial advisors who are interested in growing their practices by serving companies and executives with equity compensation.  Geoffrey M. Zimmerman with Mosaic Financial Partners, Inc. ($437+ Million in Assets) has been serving executives for 18 of his 24 years in the financial services industry.   He is a member of the Estate...

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StockOpter Advisor News: March 2012

This monthly news brief contains ideas and information that will enable financial advisors to use StockOpter more effectively to engage individuals with equity compensation and provide them with profitable advice. Confused about tax return reporting of stock sales? For anyone that sold stock in 2011, this tax season brings major changes in tax reporting and filing. These include the expansion of Form 1099-B, the new Form 8949, and revised Schedule D. These are likely generating questions from your clients, as...

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Lognormal Random Walk Model for Stock Prices Part 1

Lognormal Random Walk Model for Stock Prices (Part I) A StockOpter White Paper StockOpter.com calculates option values using the Black-Scholes option-pricing model. One of the assumptions underlying this model is that the price of a stock follows a lognormal random walk, also known as geometric Brownian motion, with drift. The lognormal random walk model for the behavior of the price of a stock is an industry-standard model that has been found to work well in practice. This document discusses how...

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