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March 23, 2023

where are those “top 10” companies now? – “2010” focus

“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
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March 7, 2023

you made a fortune in one investment. now what?

The Pareto Principle states that roughly 80% of consequences come from 20% of the inputs. This concept was developed by economist Vilfredo Pareto in the 1800s and has multiple applications in business, including management, marketing
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February 24, 2023

can ai search destroy google’s value?

For those of you who have been living on the moon for the past few months, AI chat bots and specifically ChatGPT have been taking the world by storm. ChatGPT launched in November, and by
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February 9, 2023

how to impress your largest clients and unlock liquidity

Financial advisors have a tough job, as they are required to wear many different hats on a daily basis. Advisors are asset allocators, market analysts, sales prospectors, and sometimes are required to act as a
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January 24, 2023

tax lessons learned from tesla

The past few years for Tesla (Ticker: TSLA) have been anything but mundane. Shares of the equity experienced a meteoric rise from mid-2019 to late 2022, with a trough-to-peak rally of over 3400% in a
Insights, Market Research, Uncategorized
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January 5, 2023

where are those “top 10” companies now? – “millennium” focus

“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
Insights, Market Research, Uncategorized
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December 13, 2022

where are those “top 10” companies now? – “nineties” focus

“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
Insights, Market Research, Uncategorized
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November 22, 2022

tax avoidance gone wrong – the rise and fall of facebook

Facebook’s IPO was one of the hottest ever.  The company was growing at an astounding rate as social media went fully mainstream, and everyone wanted in on the action. Facebook went public on May 12,
Insights, Market Research
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February 3, 2022

case study: how options investing can go right (and wrong) using arkk as an example

In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies – tomorrow’s most promising
Insights, Market Research, Press Room - Main
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January 9, 2019

selling insurance in stormy market conditions

It may come as no big surprise that you wouldn’t have much luck trying to purchase flood insurance for your home on a barrier island in the middle of a catastrophic hurricane. However, let’s say
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December 7, 2018

puts provide market insurance

Insurance is purchased for almost every aspect of our lives from health and disability to our homes and cars in order to protect us from a liability or bad event that could be financially inconvenient
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November 9, 2018

consider mitigating market uncertainty via option strategies

In early September I wrote about the effects of uncertainty on financial markets and investing. There is a high level of correlation between fear and ambiguity, which the recent market downturn snapped into focus. When
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October 5, 2018

looking for a conservative defined outcome alternative for fixed income?

On a recent trip to the Baltimore/Washington D.C. region, I had the opportunity to meet with several financial advisors over lunch to discuss their methods of mitigating risk within their credit portfolios. We discussed the
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September 6, 2018

effects of uncertainty on the markets and how defined outcomes can help

John walks into a deli and asks what sandwiches are available. The counter guy responds that there are two choices: A turkey hoagie or pastrami on rye. John replies that he will have the turkey
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August 1, 2018

how much protection do longer term buffered products actually provide?

Barron’s wrote a cover article, “The Annual 50 Best Annuities Review”, in their July 22, 2018 edition with a section that highlighted the growing success of Structured Annuities. The article helped answer a question that
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July 3, 2018

is it time for a costless collar on the market?

One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position, typically due to a job at a publicly traded company that
Insights
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June 4, 2018

structured note innovations vs traditional: competitive or complimentary

“Buffer annuities will continue to grow in popularity: Blackrock research finds that 39 percent of retirement savers would move further away from their cash holdings if their capital was protected. As cash continues to be
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March 21, 2018

hedging: stop loss vs option strategies

February was a good test run for the inevitable market downturn. After being on cruise control for approximately two years the fear of inflationary pressures combined with quickly rising rates spooked the market resulting in
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July 20, 2017

three years of innovation: the rolling buffered notes

Downside protection in a portfolio is a key need for many clients. Whether simply due to a conservative investor approaching retirement (e.g., 55 – 65+ group) or views that the market may be long in
All, Deconstructed Notes, Insights
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December 29, 2016

thoughts on volatility and the markets

As we leave 2016 behind and prepare for 2017, I wanted to share some of the themes we have recently been speaking and writing about. Over the last quarter, we penned four articles, appeared in
All, Deconstructed Notes, Insights
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December 8, 2016

lawrence solomon published in wealthmanagement.com: time for wall street to produce products for people, not robots

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.
Exceed in the News - Indexes
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