Recent Articles

How Recent Stock Market “Corrections” Effect Employee Stock Option Values

Financial Advisors, Grant Recipients // February 4, 2014

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S&P Last Decade as of 2-2-14

The stock market has been all over the place lately, but in general the major indices are down about 5% from the recent all time highs.  However, despite this recent “correction” most employee stock options granted in the last ten years are likely to be “In-the-Money” (current stock price above the grant price) as illustrated by the […]

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What Financial Advisors Should Know About Equity Compensation

Concept Videos, Financial Advisors // January 20, 2014

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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 […]

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5 Things Firms Need to Know About Implementing Executive Services Programs

Financial Advisors // January 3, 2014

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For over 14 years, Net Worth Strategies has been helping financial advisory firms of all sizes to develop programs to generate business by assisting executives with their company stock and options.  Here are the top 5 things we’ve learned regarding successful executive services programs….  Generating revenue via executive services is a function of volume and time.  Systematically […]

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Equity Award Value Index Measures How Employees Perceive Their Equity Compensation

Financial Advisors, Industry News // December 10, 2013

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December 2013 UBS Wealth Management Americas, a division of UBS AG, introduces the UBS Equity Award Value Index(TM), a groundbreaking tool for measuring how employees perceive the value of their equity compensation. Introducing the UBS Equity Award Value Index™ Each year companies grant more than $110 billion of equity compensation.* But how much do employees […]

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Four Questions to Keep Your Stock Options Out of Jeopardy

Grant Recipients // November 1, 2013

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by Sheri Iannetta Cupo, CFP and Founding Principal Sage Advisory Group, LLC In the classic quiz show, Jeopardy, contestants show their smarts by asking rather than answering the right questions. Executives who want to make the most of their employee stock options can do well by taking a similar approach. Your company stock options can […]

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How Do You Spell “Vested RSU”?

Grant Recipients // November 1, 2013

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by Sheri Iannetta Cupo, CFP and Founding Principal at Sage Advisory Group, LLC   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 […]

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The Factor That Separates Fast-Growing Firms From Their Peers

Financial Advisors, Industry News // July 17, 2013

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Charles Schwab’s 2013 RIA Benchmarking Study found that the top 20% of a 1,025 firm sample set were able to generate three to five times as many referrals from clients and “centers of influence” than the rest of their peers. “That’s the differentiating factor,” explains Jon Beatty, Schwab Advisor Services’ senior VP for sales and […]

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The Equity Compensation Planning Dilemma For Corporate Executives

Grant Recipients // July 10, 2013

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Geoffrey M. Zimmerman, CFP® This article was first published at myStockOptions.com.  It is kindly reprinted here with permission. Executives, as corporate insiders, face both planning concerns and potential landmines in their equity compensation. Your actions are highly visible, and you must perform a delicate balancing act to meet the needs, demands, and perceptions of the […]

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