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.Read More...

Maximizing the Value of Your Company Stock Compensation

  A short video that explains how StockOpter.com for Recipients can be used to help stock plan participants analyze their company stock and option holdings to make timely, informed and profitable diversification decisions.Read More...

What Financial Advisors Should Know About Equity Compensation

With an estimated 10 million recipients of employee stock options, restricted shares and performance grants, these high net worth prospects are a great opportunity for financial advisors to drive revenue by providing diversification assistance. This webinar hosted by Mike Sakraida from the Financial Advisor Network (FAN) and featuring Bill Dillhoefer from Net Worth Strategies is designed to provide advisors with what they need to know to engage and assist individuals who receive equity compensation.  Bill is a published authority on the topic...Read More...

Determining an Employee Stock Option Volatility Assumption

  NOTE: Yahoo Finance made major changes to its website in June 2016.  Consequently, the location of the SEC Filings described in the video has been moved.  The SEC Filings can now be found under the Profile Tab on the Right Side of the page (scroll down if necessary).  They are labeled Recent Events and you may have to click the Show All Events button to find the most recent 10-K: Annual Report.  Since this video is several years old, there are also...Read More...

ESO Forfeit Value Concepts

    A video describing what equity compensation recipients are really leaving on the table when they leave their company to work for another.  It is more than just the in-the-money value of the unvested stock and options.Read More...

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