Press Releases

Dynamic New Online Tool Helps With Financial Planning For Restricted Stock & RSUs

The Restricted Stock Comparison Modeling Tool is the latest addition to the arsenal of excellent financial-planning tools at People with restricted stock/RSUs, or financial advisors planning for clients, can model many different scenarios to pinpoint the best financial plan for the shares after vesting.

Brookline, MA, May 18, 2010 - Now that restricted stock and restricted stock units (RSUs) have become the most popular alternatives to stock options, has developed a powerful new financial-planning tool expressly for these grants. Launched in April 2010, the Restricted Stock Comparison Modeling Tool was created with extensive input and testing by financial advisors and tax experts. The tool helps to answer the key questions about financial and tax planning that inevitably occur when grants of restricted stock/RSUs vest: should the employee sell the shares at vesting for an alternative investment, or hold the company stock?

Based on the patented Options & SARs Comparison Modeling Tool at, the new feature joins the website's arsenal of award-winning tools on all types of equity compensation. Combined with expert and highly readable educational content on restricted stock/RSUs, the Restricted Stock Comparison Modeling Tool makes one of the smartest resources for anybody who either holds these grants or provides professional guidance to a client who does. The tool is available only through subscription to Premium or Pro Membership at

Interactive Features

Grant data entered in myRecords, the portfolio-tracker on, automatically feeds the website's other tools, so data entry is needed only once. The dynamic features of the Restricted Stock Comparison Modeling Tool let users do the following (and more):

  • See the future value of restricted stock and RSUs at vesting.
  • Compare holding shares from restricted stock/RSUs at vesting with selling the shares to fund an alternative investment.
  • View graphs that clearly illustrate differences between company stock and investment alternatives.
  • Edit tax rates (both ordinary income and capital gains rates), stock-price changes, dividend rates, holding periods after vesting, and returns on alternative investments to make projections and see various scenarios.

Advisors who subscribe to Pro can run scenarios for multiple clients, and can save results for one-click future review in our Saved Scenarios tool. Advisors can make tool results into a PDF with the firm's logo for easy distribution to clients.

Pro Membership Gives Advisors A Crucial Edge

Special features in the Restricted Stock Comparison Modeling Tool are just part of the powerful array of content and tools that offers to advisors. The membership level Pro is a special service for financial advisors, CPAs, and other professionals who have clients with stock compensation. MSO Pro gives advisors full access to the whole website and unique features in the tools, where they can track and model stock grants for up to 25 clients. Access to the vast library of content at puts answers to tough client questions right at advisors' fingertips. Tool results or educational content can be made into a PDF with the firm's logo for easy distribution to clients. For more information, visit, email, or call 617-734-1979.


With exclusive articles, 750+ FAQs, the Tax Center, Global Tax Guide, an extensive glossary, and interactive tools, is the premier online resource of educational content, tools, and self-study courses on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The influential consumer magazine PC World ranks among "the most useful sites ever" that "deliver top-notch information, support, and services." The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. The innovative Comparison Modeling Tool on is now patented. has also received extensive favorable coverage in major publications, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN, National Public Radio, PBS,, and

For more information, please contact Bruce Brumberg and Matt Simon at or 617-734-1979.

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