Six Trends in Performance Awards

IMAGE: Przemyslaw Koch / 123rf.com Barbara Baksa, Executive Director of the National Association of Stock Plan Professionals (NASPP) identifies six trends in the usage of performance awards, from the 2016 Domestic Stock Plan Design Survey, co-sponsored by the NASPP and Deloitte Consulting. Trend #1: Performance awards are on the rise for executives. Over the past four survey cycles, we’ve seen a more than 100% increase in the use of performance awards at the NEO and senior executive levels. For NEOs,...

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StockOpter Portfolio Dashboard

  This video describes the equity compensation “Portfolio” dashboard in StockOpter.com. The “Portfolio” analysis summarizes company stock and option holdings and lets StockOpter advisors and their clients run “what-ifs” on the Pre-Tax and After-Tax values. It is an effective way to compare and contrast asset group values and discuss concentration issues.

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How Do You Spell "Vested RSU"?

by Sheri Iannetta Cupo, CFP, Partner and Wealth Manager at SageBroadview Especially when it comes to company stock plans, acronyms abound. Someday, I’m going to invent a secret decoder ring that translates each one into something approaching English. I’ll make a bazillion dollars and retire. In the meantime, let’s decode one important acronym that can sometimes spell confusion for busy professionals: Restricted Stock Units (RSUs). RSUs, Decoded Many corporate executives and valued employees may be receiving vested RSUs around this...

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5 Things You Must Know If You Get Paid With Equity

IMAGE: Tupungato / 123rf.com By Geoffrey Zimmerman Does your compensation package include more than just salary and benefits? Stock Options and other forms of equity compensation from your employer can be a key driver in building personal wealth as your company grows and succeeds. But it’s important to understand how to manage your equity properly and prudently. Here are five things you must know about your equity compensation: 1. What type of equity compensation is it? Equity compensation comes in...

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