Managing Your Stock Compensation: 5 Simple Tips

by Tim Golas, Spurstone Executive Wealth Solutions You’re busy, we get it. With work and home demands, managing your wealth can often be seen as just one more thing for you to do. As a result, it often gets pushed to the back burner. You have good intentions and the reality is that your stock compensation (equity awards, restricted stock, performance shares, etc.) can represent a large portion of your net worth. Your future financial independence may hinge upon these...

More

Using Stock Options to Meet College Costs

by Charles Steege from SFG Wealth Planning Services Sid is considering using nonqualified stock options (NQSOs) to fund Aaron’s college costs. He has 2,000 shares that are exercisable at $50 per share. To exercise the options, Sid can pay cash, swap employer stock he owns, or exercise and sell in a “cashless exercise,” netting the difference.  The stock value is now $100 per share. At that rate, Sid will have to pay the company $100,000 on the exercise date, which...

More

Equity Compensation Advisor News: June 2015

IMAGE: pressmaster / 123RF Here's the latest news, tips and information for financial advisors with clients that receive company stock and options. Current Mix of Long Term Incentive Awards: This article from the Ayco Compensation & Benefits Digest reviews the long-term incentive award practices of 325 Ayco corporate clients, updating a similar study conducted two years ago.  The value of such awards continues to represent a significant portion of the compensation paid to senior corporate executives. However, a shift in the types of...

More