12/08/2016 LAWRENCE SOLOMON PUBLISHED IN WEALTHMANAGEMENT.COM: TIME FOR WALL STREET TO PRODUCE PRODUCTS FOR PEOPLE, NOT ROBOTS
11/28/2016 JOSEPH HALPERN QUOTED IN BLOOMBERG BRIEFS: TRUMP’S PRESIDENCY MAY GIVE NEW LIFE TO SAFER STRUCTURED NOTES
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’
09/06/2016 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
05/19/2016 JOE HALPERN INTERVIEWED BY OPTIONS INSIDER RADIO: TALKING STRUCTURED OPTIONS PRODUCTS WITH EXCEED INVESTMENTS
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
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
10/15/2015 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?
08/13/2015 JOE HALPERN PUBLISHED IN WEALTHMANAGEMENT.COM: INVESTORS NEED FAITH ALONG WITH THEIR DOWNSIDE PROTECTION
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
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
04/19/2015 EXCEED INVESTMENTS MENTIONED IN THINK ADVISOR: TOP PORTFOLIO PRODUCTS: SSGA ROLLS OUT MULTI-FACTOR SPDR ETF
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
03/19/2015 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
10/20/2014 Joe Halpern Quoted in The Wall Street Journal: Structured Notes: The Risks of Insuring Against Risks
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
06/19/2014 Exceed Investment Survey Featured in Market Watch: Advisor Demand for Structured Investments Provided Inefficiencies Are Addressed.
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 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
12/12/2013 Joe Halpern Published in Seeking Alpha: Will The Fed Taper? Strategies To Take Advantage Of A Yield Increase.
