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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Optimizing Stock-Based Compensation for Retirement

By Charles "Chuck" Steege of SFG Wealth Planning Services, Inc. This is a summary of a detailed white paper entitled: The Great Drawdown: How to Optimize Stock-Based Compensation for Planned or Unplanned Retirement. Retirement is the long-awaited culminating event of a corporate career. The closer an executive rises to the top, the harder it is to stay there. At some point, whether the timing is right, health and wellness issues intervene or there is something more compelling to do than continuing...

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