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I’m pleased to announce that I will be speaking at a Nasdaq-hosted Webinar titled “Optimizing Behavioral Economics Using Defined Outcome Investing”. The webinar will cover various factors that [...]

Exceed Investment’s CEO, Joseph Halpern, published an article in Wealthmanagement.com on recent learnings from behavioral finance and how they can inform investment decisions.

Exceed Investment’s CEO, Joseph Halpern, published an article in Wealthmanagement.com on recent learnings from behavioral finance and how they can inform investment decisions.

The average investor defines and mitigates risk in ways that do not align neatly with classical financial theory. Deeply ingrained aversions to loss, risk and ambiguity often lead to investment [...]