Wealthmanagement.com published a piece written by Exceed’s COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.
In an article by Adam Sarhan, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “The move away from ultra-easy money is a headwind for equities (e.g., [...]
In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “If you can get a principal-protected note with decent [...]
ThinkAdvisor published a piece written by Exceed’s CEO, Joseph Halpern, on how the VIX is designed to communicate expected future volatility in the market.
In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Volatility strategies are complex to begin with. When they’re [...]
Exceed Investments’ COO, Lawrence Solomon, was interviewed by Carolina Wilson of Bloomberg Briefs.
Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on defined outcome investing.
Bob Clark wrote a Think Advisor article in which Joe Halpern, the Chief Executive Officer and founder of Exceed Investments, was quoted several times regarding the future of Robo-Advisors.
Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on the benefits and disadvantages of Low Volatility Funds.
In an article by Richard Jory, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Payoffs are not as inspiring [as they used to be] and people are [...]
Nasdaq.com published a piece written by Exceed’s COO, Lawrence Solomon, on why investors consistently underperform the market.
Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on how to evaluate and use investment performance backtests.
Mr. Halpern sat on the panel for a session titled “Marketing and promoting structured products” at the May 19th Structured Products Americas conference. Topics covered by the panel included: How [...]
Mark Longo of Options Insider interviewed Exceed’s CEO, Joseph Halpern, on the firm and its offerings.
Mr. Halpern delivered a presentation titled “Product and Portfolio Design With an Eye Towards the Investor Psyche” at the April 28th South Florida Financial Planning Association conference. [...]
Exceed Investments’ CEO, Joseph Halpern, was quoted on the front page of Bloomberg Brief today.
Seekingalpha.com published a piece written by Exceed’s CEO, Joseph Halpern, on the use of Beta and Delta in crafting investment strategies.
(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide [...]
Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on using options strategies to create tangible downside protection for equity investments.
wsj.com quoted Exceed’s CEO, Joseph Halpern, on how the decline in oil price has impacted certain structured note investors
usnews.com quoted Exceed’s CEO, Joseph Halpern, on understanding risk being a vital component of investing.
The Wall Street Transcript published an interview with Joseph Halpern, CEO of Exceed Investments.
LIFE&Health Advisor published a piece on the partnership announced between Jefferson National and Exceed Investments
We are pleased to announce a partnership between Jefferson National, innovator of the industry’s leading tax advantaged investing platform for RIAs and fee-based advisors, and Exceed Investments, [...]
FORBES.COM published a piece quoting Exceed’s CEO, Joseph Halpern, on investment ideas to generate yield that don’t carry major exposure to a rate increase by the Fed.
FORBES.COM published a piece by Exceed’s COO, Lawrence Solomon, on misconceptions surrounding 401k investing.
Planadviser.com quoted Exceed’s CEO, Joseph Halpern, on re-evaluating one’s portfolio during volatility.
Joe Halpern discusses Defined Outcomes as well as general market commentary with Chuck Jaffe of the MoneyLife Talk Show LISTEN TO THE INTERVIEW The opinions of Joseph Halpern are as of the date [...]
Exceed Investments’ CEO, Joseph Halpern, was quoted in the lead article for Bloomberg Brief today.
Exceed Investments’ COO, Lawrence Solomon, published a financialadvisor.com article on ways to evaluate complex investment opportunities.
Mutualfundwire.com profiled Exceed Investments and interviewed the CEO, Joseph Halpern, on future growth plans. Click here to read disclosure information related to the article.
Exceed Investments’ CEO, Joseph Halpern, published a seeking alpha article on how another industry figure had unfairly characterized structured notes.
Exceed Investments’ CEO, Joseph Halpern, published a wealthmanagement.com article on the need for protection-themed investment solutions to instill confidence for them to be of maximum use.
Joe Halpern discusses Ambiguity with Morgan Davis from NexChange
Joe Halpern quoted in an article discussing the decline of capital protected products. “The principal protected market has declined over the past few years, because yield and volatility [...]
Exceed Investments’ CEO, Joseph Halpern, published a Nasdaq article on the intersection between behavioral finance and investment product design.
Exceed Investments’ CEO, Joseph Halpern, is quoted in a CNN Money article on the psychological effects of a Greek default on U.S. Markets.
Exceed Investments’ CEO, Joseph Halpern, published an article in Wealthmanagement.com on different strategies to maintain equity exposure while mitigating downside risk.
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 [...]
An article published today in Seeking Alpha describes the launch of Exceed Investments first mutual fund (SHIEX). Exceed Investments CEO Joseph Halpern states that, “The Exceed Structured Shield [...]
In an article posted today on Investment News, Exceed Investments CEO spoke about the benefits that diversity alternatives add to portfolios. He states that “They’re not all [...]
Think Advisor listed the Exceed Shield Index Fund (SHIEX) as one of the top mutual funds launched this week.The article explains how the Exceed Index Fund “seeks specific levels of protection [...]
In an article published today in Seeking Alpha, author, Chris Sandys describes the Exceed Shield Index Fund, SHIEX which provides passive, synthetic exposure to the S & P 500. He explains how [...]
Article by CEO of Exceed Investments, Joseph Halpern was published in today’s WealthManagement. Joe Halpern discusses a third option beyond Active and Passive asset management – [...]
ThinkAdvisor featured an interview today with Exceed Investments CEO, Joseph Halpern. Mr. Halpern discusses the NASDAQ Exceed Structured Protection Index which rebalances cleared options, [...]
The Nasdaq Exceed Indexes continue to demonstrate superior risk-adjusted performance relative to the S&P 500. Since launch in September 2014, the indexes have demonstrated the same [...]
FINalternatives’ Deirdre Brennan recently spoke with Joseph Halpern, founder and chief executive officer of Exceed, about the growing demand for liquid, risk adjusted investment products, and his [...]
Joe Halpern discusses defined outcomes and structured notes as a way to combat market volatility on the popular Taking Stock program with Carol Massar and Michael McKee. Listen here for the full [...]
Article by CEO of Exceed Investments, Joseph Halpern was published in today’s Financial Advisor. Life is filled with uncertainty and we can’t always predict what will happen next. But if [...]
Exceed Investments CEO Joseph Halpern’s article “Investors can control volatility, but the tools are not for novices” was published in today’s Investment News. The article [...]
TheStreet.com today featured an interview with Joseph Halpern, CEO of Exceed Investments. Mr Halpern covered some of the pros and cons of hedge funds, ETFs, options, and SMAs for investors trying [...]
StructuredRetailProducts.com quoted Joesph Halpern CEO of Exceed Investments in an February 5th article on Canadian bank growth in the US. “Canadian issuers of structured notes have done well [...]
Joseph Halpern, CEO of Exceed Investments was quoted in the January 15th’s Bloomberg Briefs.
An Exceed Investments survey of financial advisors was quoted in today’s Bloomberg Brief/Structured Notes.
Exceed CEO Joseph Halpern was quoted on structured notes in The Intelligent Investor section of The Wall Street Journal. The article, “Structured Notes: The Risks of Insuring Against Risks [...]
Exceed CEO Joseph Halpern was quoted on index patenting in Money management executive.
Exceed CEO Joseph Halpern was quoted on index patenting in Money management executive.
Original article by Lori Pizzani, reprint graciously provided by StructuredRetailProducts.com US structured products linked to ETFs get traction 27 Aug 2014 Structured products that are linked to [...]
Exceed CEO Joseph Halpern was quoted on structured notes in today’s Your Money section of The Wall Street Journal. “It’s an over-the-counter product, and when you’re [...]
Exceed Investments CEO Joseph Halpern was quoted in today’s LifeHealthPro on his positive outlook for structured note variable annuities.
Exceed Investments’ survey of 700 financial advisors on advisor interest in structured products was featured today in an article on MarketWatch, “Advisor Demand for Structured [...]
Data Platforms Aid Marketing Efforts by Andrew Coen of Money
Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “In the US, pension planning places more of the onus on the investor, and structured products [...]
Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article. “While structured note annuities are still new and niche enough to have largely evaded the [...]
Exceed Investments CEO Joseph Halpern was quoted in today’s BloombergBusinessWeek article, “HSBC Values Europe Stock-Tied Note at 13% Less Than Sales Price.”
Exceed Investments CEO Joe Halpern’s article Structured-Note Annuity–A Niche Industry Is Born with Endless Possibilities is the cover story of the April 2014 issue of The Actuary. [...]
Seeking Alpha features Exceed Investments CEO Joe Halpern’s article “All or Nothing: Understanding Structured Notes And Options Tied To Binary Events” today. This article [...]
Bloomberg.com spoke to Joe Halpern on Bank of America Corp.’s drop in structured note sales for the month of February.
Exceed Investments CEO Joseph Halpern was quoted in today’s Bloomberg Briefs on Bank of America’s improved credit and the effect on its issuance of structured notes: “They might just [...]
Exceed Investments CEO Joe Halpern’s article “Mythbuster: The Banks Do Not ‘Steal’ the Dividend in Structured Notes,” was featured in this week’s Weekly Update [...]
Wealthmanagement.com featured Exceed Investments CEO Joe Halpern’s blogpost “The Structured Note Investor Checklist: A Must-Have Guide for Would Be Structured Note Investors,” [...]
Exceed Investments CEO Joseph Halpern was quoted in today’s InvestmentNews article, “Finra Keeping Pressure on Complex Products in 2014” (free registration required). [...]
Seeking Alpha has featured Exceed Investments CEO Joe Halpern’s blogpost, “Will The Fed Taper? Strategies To Take Advantage Of A Yield Increase,” on its site today. The post [...]
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