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March 19, 2015

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

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 firm’s plans to meet this demand. Read the entire interview here.

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  • The Psychology of Concentrated Positions: Helping Clients Take Action Through Structure
  • Common Misconceptions About Option Strategies: What Advisors Need to Know
  • Covered Call ETFs vs SMAs

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