Continuing Education Credit for Stock Plan Advisors

Need continuing education credits? In its Learning Center, myStockOptions.com offers continuing professional education for a few different certifications: Certified Financial Planners (CFP) Certified Private Wealth Advisors (CPWA) Certified Investment Management Analysts (CIMA) Certified Equity Professionals (CEP) In total, the myStockOptions.com Learning Center offers: 15 continuing education credits for CFPs (50% of the total requirement) 15 continuing education credits for CPWAs and CIMAs (37.5% of the total requirement) 30 continuing education credits for CEPs (100% of the total requirement) The programs...Read More...

Four Financial Ideas on Your Work Anniversary

By David C. Gratke, Principal at Gratke Wealth, LLC It’s another work anniversary and a good time to reflect on where you are in your career both professionally and financially. It couldn’t be a better time to also take stock of where your overall financial plan is currently, and whether or not you are on track to make work optional. Here are four smart financial ideas to consider on this work anniversary. 1) Rule of 1/3rds- Your work anniversary often...Read More...

Restricted Stock and Restricted Stock Unit Utilization Today

From the Ayco Compensation & Benefits Digest, July 2017 While performance‐based awards have become the most common long‐term incentives granted to executives at most companies today, so‐called “full value” awards, including restricted stock or restricted stock units (“RSUs”), remain a common equity award. (See our March 2017 Digest for data on the current mix of long‐term incentive (LTI) awards). We have noted not only a marked shift away from restricted stock to the use of RSUs and more recently, based...Read More...

Legislative Update: Empowering Employees Through Stock Ownership Act Resurfaces In The Senate

This blog post is provided by myStockOptions.com, a leading source of educational content on all types of stock compensation. While stock options continue to be popular at startups and other pre-IPO companies, employees cannot sell stock at exercise to pay the exercise price and the taxes on the income. Moreover, under current law those taxes cannot be delayed. Last year, an encouraging legislative proposal was introduced in the House of Representatives to address this issue. Approved by a House vote...Read More...

Executive Compensation Award Mix Identifies Opportunities for Advisors

A recent survey conducted by Meridian Compensation Partners on the usage of stock compensation vehicles found a prevalence for granting multiple types of equity awards to senior executives (although it is most common to grant just one vehicle to lower level employees).  In the long term incentive (LTI) section of the 2017 Trends and Development in Executive Compensation, Meridian reported that 90% of the 118 companies surveyed use two or three LTI vehicles for their senior executives.  LTI vehicles include performance awards, stock options and restricted...Read More...

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