| Reference |
Summary |
|
Olsen
Financial Group
"Equity Compensation Planning: A Practitioner's Guide..."
January, 2005
John Olsen, CLU, ChFC, AEP
(full article)
|
"To practice such planning successfully,
an advisor must have a firm grasp of the financial and tax aspects, skill
in making complex concepts and relationships clear to the client, and
access to, and understanding of, the tools necessary to model alternative
strategies under various assumptions. It's not a field for amateurs, or for
professionals unwilling to devote considerable time and effort to understanding it.
Fortunately, there are excellent resources available." |
|
CPA Technology Advisor
"Tax Utility Programs Help to Service Niche Areas"
December, 2004
Mary Girsch-Bock
(full article)
|
"I can't imagine providing stock option
planning advice without the tools provided by Net Worth Strategies." |
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Olsen
Financial Group
"StockOpter Insight© - It's A Relationship Tool"
June, 2003
John Olsen, CLU, ChFC, AEP
(full article)
|
"It was built to give the
advisor – who may not have extensive expertise or experience
in ESO planning – an easy to use tool to help ESO-holding
clients to a better basic understanding of their options holdings
and of the risks inherent in them." |
|
Morningstar
Advisor
"First Looks"
December, 2002
Joel Bruckenstein, CFP
(full article)
|
"At some point employee
stock options will bounce back and advisors who are already
monitoring their client's options will be positioned to take
advantage of the opportunity." |
|
Financial Advisor
"StockOpter® Pro"
October, 2002
Joel Bruckenstein, CFP
(full article)
|
"A major upgrade of StockOpter® 2.53
that corrects many of the program's most glaring weaknesses and firmly re-establishes
the program's position as the leading comprehensive employee stock option
planning tool on the market today." |
|
Investment
Advisor
"A Missed Opportunity?"
October, 2002
Andrew Gluck
|
"[StockOpter®,] widely regarded
by planners as the best software to analyze an individual's
stock options and model the most likely outcome upon exercise
of different tranches." |
Bloomberg
Wealth Manager
"Letting Go"
September, 2002
Gregory Taggart |
"StockOpter®
software helps clients who hold option see the need for regular
exercise." |
Bloomberg
Wealth Manager
"Opting In"
August 20, 2001
Jennifer Nelson |
"David
Stella, a senior financial adviser at Huntington Investments
Co. in Orlando, Fla., found he had an ace up his sleeve when
he set out to entice a banking executive away from another firm.
The affluent client turned out to have about 90 percent of his
net worth tied up in employee stock options. The ace Stella
used to win him over was StockOpter®, a product marketed by Net
Worth Strategies…" |
CNET
News.com
"Q&A with Bill Briggs"
August 1, 2001
Rachel Konrad
(full
article)
|
CNET
News.com interviews Bill Briggs, CEO of Net Worth Strategies,
Inc., about employee stock options, lessons from the market
downturn, why underwater options aren't worthless, the importance
of diversification, and much more. |
Financial
Planning Magazine
"The Tao of Software"
August 2001
Richard Koreto
(full
article) |
"Stock
options are a great niche area for planners, and a new training
and software program [StockOpter®] will make understanding --
and explaining -- option strategies that much easier."
|
Fund
Marketing Alert
"[StockOpter®] Attracts Interest From Fund Companies"
July 15, 2001
Abigail LaCroix |
"The
StockOpter® tool is great for doing stock-option analysis, said
Sean McQuinn, assistant V.P. of financial planning software
at Raymond James, adding, "in the company's eyes, it is
the best tool available currently"…. the firm has
entered into a contract with Net Worth Strategies to provide
advisors with the help of diversifying clients out of highly
concentrated positions." |
CPA
Software News
" StockOpter®: 4-star Software Review"
June 2001
Michael Roselius, CPA
|
"StockOpter®
is a powerful, easy-to-use tool for a very specialized type
of analysis – one that is becoming more important with
the increased emphasis on stock options as a means of employee
compensation." |
Morningstar
Advisor
" A Good Program Gets Better"
May 4, 2001
Joel Bruckenstein,
CFP
|
"I
continue to be impressed by software upstart Net Worth Strategies,
Inc. of Bend, Ore. The updated version of its employee stock-option
planning tool, StockOpter® 2.0, improves on the usability of
the initial release and adds a number of refinements, such as
improved wizards, automatic rollover of year-end case data,
and more detailed tax information."
Note:
(Free) membership may be required to visit the Morningstar Web
pages with this article. |
Inside
Information
"A Better Way"
April 2001
Joel Bruckenstein,
CFP
(full
article)
|
"Now
that I’m fully trained, I’m even more impressed. What
we see here is a case study in how a software vendor with a
complex product can both ’’raise the bar’’
among its users and add significant value at a reasonable price.
The [StockOpter®] seminars are an extremely effective productivity
tool." |
Registered
Representative "Planning
Stock Options"
April 2001
Brian Hook
(full
article) |
“Got
lots of clients with complicated stock options plans? Could
you use a little assistance with calculating the tax ramifications?
StockOpter®, an Excel-based program, helps you evaluate employee
stock option exercise and sell strategies. Several reps say
using StockOpter® enables them to maximize clients’ total
portfolio value while achieving annual after-tax cash flow objectives.” |
Investment
Advisor
"Options, Options"
March 2001
Andrew Gluck |
“…StockOpter®…widely
considered to be the best planning tool for stock options…”
|
Financial
Advisor
"Fishing for Answers"
March 2001
Eric L. Reiner |
“More
advisors are counseling clients about company-granted stock
options, even as millions of those incentives sit underwater.
For years practitioners with options clients struggled to create
spreadsheets that handled all the “what-ifs.” Now
StockOpter®, by Net Worth Strategies…is helping …(everyone)
from independent advisors to brokers at wirehouses to Big 5
accounting firms… assess the relative merits of alternative
course of client action.” |
The
Bulletin (Bend, Oregon)
"Bend Firm Develops Financial Software"
January 28, 2001
(full
article) |
“[StockOpter®]
is the most thorough tool in the market that does what it does.
I feel very strongly that what [Net Worth Strategies] is doing
is cutting edge for the financial planning industry.”
Robert Fincham, CFP, Fincham & Company LLC |
Cascade
Business News
"Bend Software Company Poised to Make a Big Splash"
September 6, 2001
(full article) |
“We
believe Net Worth Strategies has the potential to become the
leading provider of financial software in the very near future.” |
Horsesmouth
"Calculate Best Strategy for Clients' Company Stock"
August 2, 2000
Joel Bruckenstein,
CFP
(full article)
|
“A
financial planner with knowledge of investments, employee benefits,
and taxes would appear to be the perfect professional to guide
a client through the employee stock option maze. That financial
professional, however, must possess the necessary expertise
to complete the analysis in an efficient, cost-effective manner…Until
recently, many advisors wrestled with their spreadsheets—not
always coming out on top…Net Worth Strategies, Inc., has
introduced StockOpter®, an exciting new product that eliminates
the need to design your own spreadsheets when analyzing client's
stock options.” |
Morningstar
Advisor
"A Program With Promise" August 8, 2000
Joel Bruckenstein,
CFP
(full
article)
|
“If
you aren’t stock-option planning now, you will before long.
It is not uncommon these days for both mid- and low-level employees
to participate in an employee stock-option plan alongside top
corporate officials… For those of you who deal with employee
stock options--and that will be more of us with each passing
year--StockOpter® deserves serious consideration.”
|
Investment
Advisor
"Option Play"
July 2000
Andrew Gluck
(full
article) |
“With
many companies now tying executive compensation to stock options,
what was once a tiny specialty in the financial planning universe
is now a hot issue… To plan correctly, you need to make
multi-year tax calculations for setting options exercise and
stock sales strategies. Unfortunately, such planning is unwieldy
and time-consuming; there have been no good tools for the job.
Financial advisors have longed for a good stock options planning
software package. Long no more. StockOpter®, from Net Worth Strategies
Inc. (NWSI) in Bend, Oregon, is the answer.” |
