• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Exceed Investments

Exceed Investments

Let us be your Options Expert

  • Why Exceed
  • Strategy Spotlight
  • Who We Are
  • Blog
  • Contact
  • Login
July 11, 2014

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

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 buying it, you’re buying it from a bank or a third party,” says Joseph Halpern, chief executive of Exceed. “You have to go back to that bank in order to sell it.”

The article, “Five Popular—but Dangerous—Investments for Individuals,” requires a subscription to www.wsj.com.

Primary Sidebar

Recent News

  • The Psychology of Waiting – Why Investors Delay Hedging Until It’s Too Late
  • Why Options Strategies Belong in Portfolios with Concentrated Positions
  • Overlay Economics: Evaluating the True Cost (and Value) of Options Strategies – Featuring NVDA
  • The Psychology of Concentrated Positions: Helping Clients Take Action Through Structure
  • Common Misconceptions About Option Strategies: What Advisors Need to Know

Get In Touch

  • 646-580-7046
  • 79 Madison Avenue 3rd floor,
    New York, NY 10016

Footer

Get in Touch

  • 79 Madison Avenue 3rd floor,
    New York, NY 10016
  • 646-580-7046

Legal

  • Privacy Policy
  • Terms and Conditions
  • Disclosures

Recent Posts

  • The Psychology of Waiting – Why Investors Delay Hedging Until It’s Too Late
  • Why Options Strategies Belong in Portfolios with Concentrated Positions
  • Overlay Economics: Evaluating the True Cost (and Value) of Options Strategies – Featuring NVDA

Copyright © 2025 · Exceed Investments · Web Design Services by JSMT Media