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Media Room

Exceed in the News Press Room
12/08/2016

LAWRENCE SOLOMON PUBLISHED IN WEALTHMANAGEMENT.COM: TIME FOR WALL STREET TO PRODUCE PRODUCTS FOR PEOPLE, NOT ROBOTS

12/08/2016

JOSEPH HALPERN QUOTED IN FORBES: THE FED IS GOING TO RAISE RATES, AND THAT’S OK (FOR NOW)

11/28/2016

JOSEPH HALPERN QUOTED IN BLOOMBERG BRIEFS: TRUMP’S PRESIDENCY MAY GIVE NEW LIFE TO SAFER STRUCTURED NOTES

11/01/2016

JOSEPH HALPERN PUBLISHED IN THINKADVISOR: HOW THE VIX READS S&P 500’S FUTURE

10/27/2016

JOSEPH HALPERN QUOTED IN BLOOMBERG BRIEFS: JPMORGAN FACES CRITICISM FOR VALUATION OF U.S. VOLATILITY NOTES

10/06/2016

LAWRENCE SOLOMON INTERVIEWED IN BLOOMBERG BRIEF: STRUCTURED NOTES ARE BEING SQUEEZED BY OTHER ‘ALTERNATIVES’

09/09/2016

JOE HALPERN INTERVIEWED BY NASDAQ: BENEFITS OF DEFINED OUTCOME INVESTING

09/06/2016

JOSEPH HALPERN PUBLISHED IN THINKADVISOR: HOW ROBO TECHNOLOGY WILL TAKE INDEPENDENT ADVICE TO THE NEXT LEVEL

07/07/2016

JOSEPH HALPERN PUBLISHED IN WEALTHMANAGEMENT.COM: DO LOW VOLATILITY FUNDS ACTUALLY PROTECT IN DOWNTURNS?

06/28/2016

JOSEPH HALPERN QUOTED IN SRP AMERICAS: FINDING ALTERNATIVE WAYS TO PROVIDE PROTECTION AND USING VOLATILITY FILTERS

05/27/2016

LAWRENCE SOLOMON PUBLISHED IN NASDAQ.COM: INVESTORS, STOP FIDDLING

05/25/2016

JOSEPH HALPERN PUBLISHED IN WEALTHMANAGEMENT.COM: IS THE BACKTEST TRUSTWORTHY?

05/20/2016

JOE HALPERN INVITED TO SIT ON PANEL AT STRUCTURED PRODUCTS AMERICAS CONFERENCE

05/19/2016

JOE HALPERN INTERVIEWED BY OPTIONS INSIDER RADIO: TALKING STRUCTURED OPTIONS PRODUCTS WITH EXCEED INVESTMENTS

04/28/2016

JOE HALPERN INVITED TO PRESENT AT SOUTH FLORIDA FPA CONFERENCE

03/17/2016

JOSEPH HALPERN QUOTED IN BLOOMBERG BRIEF: U.S. INVESTORS AVOID SINGLE-STOCK NOTES AMID VOLATILITY

03/14/2016

JOSEPH HALPERN PUBLISHED IN SEEKINGALPHA.COM: THE DIFFERENCE BETWEEN BETA AND DELTA AND WHY WE CARE

03/01/2016

JEFFERSON NATIONAL AND EXCEED INVESTMENTS LAUNCH FIRST “DEFINED OUTCOME” FUND WITHIN TAX-DEFERRED WRAPPER TO HELP RIAS AND FEE-BASED ADVISORS MANAGE LOW YIELD, HIGH VOLATILITY MARKET

02/26/2016

JOSEPH HALPERN PUBLISHED IN WEALTHMANAGEMENT.COM: WHAT’S YOUR MARKET FLOOR?

02/09/2016

JOSEPH HALPERN QUOTED IN THE WALL STREET JOURNAL: THE OIL ROUT’S SURPRISE VICTIMS

02/03/2016

JOSEPH HALPERN QUOTED IN US NEWS AND WORLD REPORT: 8 TIPS FOR THE ANXIOUS INVESTOR

01/13/2016

THE WALL STREET TRANSCRIPT PUBLISHES INTERVIEW WITH JOSEPH HALPERN

01/04/2016

LIFE&HEALTH ADVISOR MAGAZINE PUBLISHES ARTICLE ON JEFFERSON NATIONAL-EXCEED PARTNERSHIP

12/01/2015

Jefferson National and Exceed Investments Partner to Launch VIT

11/16/2015

JOSEPH HALPERN PUBLISHED IN FORBES.COM: FIVE WAYS NOT TO GET KILLED WHEN RATES RISE

10/30/2015

LAWRENCE SOLOMON PUBLISHED IN FORBES.COM: IN HONOR OF HALLOWEEN, THE 13 MOST VILE FACTS ABOUT THE STOCK MARKET AND INVESTING

10/30/2015

JOSEPH HALPERN QUOTED IN PLANADVISER.COM: STAYING THE COURSE SOMETIMES MEANS TAKING ACTION

10/16/2015

MoneyLife Talk Show: Chuck Jaffe Interviews CEO Joe Halpern

10/15/2015

JOSEPH HALPERN QUOTED IN BLOOMBERG BRIEF: U.S. NOTE SALES DIP TO LOWEST THIRD QUARTER ON RECORD

10/12/2015

LAWRENCE SOLOMON PUBLISHED IN FINANCIALADVISOR.COM: DO YOU KNOW HOW YOUR LIQUID ALTS WORK?

10/12/2015

EXCEED INVESTMENTS PROFILED IN MUTUALFUNDWIRE.COM

08/20/2015

JOE HALPERN PUBLISHED IN SEEKING ALPHA: RESPONSE TO A BIASED ARTICLE ON STRUCTURED NOTES

08/13/2015

JOE HALPERN PUBLISHED IN WEALTHMANAGEMENT.COM: INVESTORS NEED FAITH ALONG WITH THEIR DOWNSIDE PROTECTION

07/29/2015

Joe Halpern interviewed by NexChange: The Role of Ambiguity in the Market (Video)

07/27/2015

Joe Halpern quoted in SRP: US Capital-at-risk products up 54%, Capital-Protected down 64%

07/14/2015

JOE HALPERN PUBLISHED IN NASDAQ: USING BEHAVIORAL FINANCE TO MAKE BETTER FINANCIAL PRODUCTS

07/14/2015

Joe Halpern Quoted in CNN Money: 4 KEYS TO EARNINGS: GLOBAL GLOOM, CONSUMERS, THE DOLLAR AND BUYBACKS

07/13/2015

Joe Halpern published in Wealthmanagement.com: Playing Defense with a Chance to Score

06/12/2015

Joe Halpern published in Wealthmanagement.com: Using Behavioral Finance to Make Better Financial Products

05/30/2015

Exceed investments publishes new White Paper titled, A New Way of Thinking:Defined Outcome Investing as a Means to Mitigate Aversion

04/28/2015

JOE HALPERN PUBLISHED IN SEEKING ALPHA: FIRST OF 3 DEFINED EXPOSURE MUTUAL FUNDS LAUNCHES

04/20/2015

Joe Halpern Quoted in Investment News: Regulators Caution on Complex Products Masks Value

04/19/2015

EXCEED INVESTMENTS MENTIONED IN THINK ADVISOR: TOP PORTFOLIO PRODUCTS: SSGA ROLLS OUT MULTI-FACTOR SPDR ETF

04/14/2015

JOE HALPERN QUOTED IN SEEKING ALPHA: EXCEED STRUCTURED SHIELD FUND IS A PARADIGM CHANGER

03/30/2015

Joe Halpern Published in WealthManagement: Beyond Active and Passive: A Third Way for Investors

03/27/2015

JOE HALPERN INTERVIEWED BY THINK ADVISOR: NEW FUND TAKES NOVEL APPROACH TO PROTECTING AGAINST STOCK MARKET LOSSES

03/25/2015

INDEX 6 MONTH UPDATE

03/19/2015

Joe Halpern Interviewed for FINalternatives: For Risk Averse Investor Defined Outcome Funds May be the Answer ,

03/12/2015

Joe Halpern Interviewed on Bloomberg Radio: Combating Market Volatility with Defined Outcomes

03/03/2015

Joe Halpern Published in Financial Advisor: You Can’t Buy Market Insurance, But You Can Protect Your Portfolio

02/19/2015

Joe Halpern Published in InvestmentNews: Investors Can Control Volatility, but the Tools are not for Novices

02/18/2015

Joseph Halpern interviewed in TheStreet.com: Why Nervous Investors May Want to Give Structured Notes a Try

02/05/2015

Joe Halpern Quoted in StructuredRetailProducts.com: Canadian banks growing in US market

01/15/2015

Joe Halpern quoted in Bloomberg Briefs

10/30/2014

Exceed Investments Survey quoted in Bloomberg Briefs

10/20/2014

Joe Halpern Quoted in The Wall Street Journal: Structured Notes: The Risks of Insuring Against Risks

10/07/2014

Joe Halpern Quoted in MME: Asset Managers Eye Patenting Index Strategies

10/07/2014

JOE HALPERN QUOTED IN MME: ASSET MANAGERS EYE PATENTING INDEX STRATEGIES

09/10/2014

Joe Halpern Quoted in StructuredRetailProducts.com: US structured products linked to ETF’s get traction

07/11/2014

Joe Halpern Quoted in The Wall Street Journal: Five Popular—but Dangerous—Investments for Individuals

07/02/2014

Joe Halpern Quoted in Lifehealthpro.com: Getting a Handle on Structured Note Annuities

06/19/2014

Exceed Investment Survey Featured in Market Watch: Advisor Demand for Structured Investments Provided Inefficiencies Are Addressed.

06/16/2014

Joe Halpern Quoted in Money Management Executive: Data Platforms aid Marketing Efforts

05/27/2014

Joe Halpern Quoted in Risk.net: New Annuities Are Structured Products in All But Name

05/22/2014

Joe Halpern Quoted in Risk.net: New Annuities Are Structured Products in All But Name

04/16/2014

Joe Halpern Quoted in BloombergBusinessWeek: HSBC Values Note 13% Less Than Sales Price

04/10/2014

Joe Halpern Published in The Actuary: Structured-Note Annuity- A Niche Industry Is Born with Endless Possibilities

03/18/2014

Joe Halpern Published in Seeking Alpha: Understanding Structured Notes And Options Tied To Binary Events

03/14/2014

Joe Halpern Quoted in Bloomberg: BofA Sells Fewest Structured Notes Since 2012

03/14/2014

Joe Halpern Quoted in Bloomberg Briefs:Bank of America’s improved credit and the effect on its issuance of structured notes:

02/15/2014

Joe Halpern Published in Structured Product Review: Mythbuster: The Banks Do Not ‘Steal’ the Dividend in Structured Notes

01/10/2014

Joe Halpern Published in Wealthmanagement.com: The Structured Note Investor Checklist

01/03/2014

Joe Halpern Quoted in InvestmentNews: FINRA Pressure on Complex Products

12/12/2013

Joe Halpern Published in Seeking Alpha: Will The Fed Taper? Strategies To Take Advantage Of A Yield Increase.

Media Contact

Sherry Horowitz
Horowitz Harnick Communications
sherry.horowitz@
exceedinvestments.com
Tel 703.798.2773

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