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April 2, 2014

can both the bank and customer win on the same structured notes?

Imagine you purchase Apple stock.  By definition, you and the seller are on opposites sides of a binary trade – if Apple zooms up, you will have made money and the seller will presumably regret
All, Deconstructed Notes
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March 18, 2014

joe halpern published in seeking alpha: understanding structured notes and options tied to binary events

Seeking Alpha features Exceed Investments CEO Joe Halpern’s article “All or Nothing: Understanding Structured Notes And Options Tied To Binary Events” today. This article originally appeared on the Exceed Insights “Deconstructed Notes” blog.
Exceed in the News - Main
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March 18, 2014

joe halpern published in seeking alpha: understanding structured notes and options tied to binary events

Seeking Alpha features Exceed Investments CEO Joe Halpern’s article “All or Nothing: Understanding Structured Notes And Options Tied To Binary Events” today. This article originally appeared on the Exceed Insights “Deconstructed Notes” blog.
Exceed in the News - Funds
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March 18, 2014

joe halpern published in seeking alpha: understanding structured notes and options tied to binary events

Seeking Alpha features Exceed Investments CEO Joe Halpern’s article “All or Nothing: Understanding Structured Notes And Options Tied To Binary Events” today. This article originally appeared on the Exceed Insights “Deconstructed Notes” blog.
Exceed in the News - Indexes
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March 14, 2014

joe halpern quoted in bloomberg briefs on bank of america’s improved credit and the effect on its issuance of structured notes

Exceed Investments CEO Joseph Halpern was quoted in today’s Bloomberg Briefs on Bank of America’s improved credit and the effect on its issuance of structured notes: “They might just look less competitive compared to other
Exceed in the News - Main
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March 14, 2014

joe halpern quoted in bloomberg briefs:bank of america’s improved credit and the effect on its issuance of structured notes:

Exceed Investments CEO Joseph Halpern was quoted in today’s Bloomberg Briefs on Bank of America’s improved credit and the effect on its issuance of structured notes: “They might just look less competitive compared to other
Exceed in the News - Indexes
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March 14, 2014

joe halpern quoted in bloomberg briefs:bank of america’s improved credit and the effect on its issuance of structured notes:

Exceed Investments CEO Joseph Halpern was quoted in today’s Bloomberg Briefs on Bank of America’s improved credit and the effect on its issuance of structured notes: “They might just look less competitive compared to other
Exceed in the News - Funds
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March 12, 2014

all or nothing – understanding structured notes and options tied to binary events

A recent structured note caught my attention because it a) offered great characteristics and b) was based on an underlying biotechnology stock.  These characteristics suggest that note performance may be tied to an upcoming binary,
All, Deconstructed Notes
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February 26, 2014

the 2014 nba draft, structured notes and pretty much everything else – why correlation matters

An advisor recently asked me to evaluate a structured CD he was considering; the market linked CD paid a variable coupon derived by the performance of a basket of 10 stocks. Why are we interested?
All, Deconstructed Notes
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February 15, 2014

joe halpern published in structured product review: mythbuster: the banks do not ‘steal’ the dividend in structured notes

Exceed Investments CEO Joe Halpern’s article “Mythbuster: The Banks Do Not ‘Steal’ the Dividend in Structured Notes,” was featured in this week’s Weekly Update by Structured Product Review. This originally appeared on the Exceed Insights
Exceed in the News - Indexes
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February 15, 2014

joe halpern published in structured product review: mythbuster: the banks do not ‘steal’ the dividend in structured notes

Exceed Investments CEO Joe Halpern’s article “Mythbuster: The Banks Do Not ‘Steal’ the Dividend in Structured Notes,” was featured in this week’s Weekly Update by Structured Product Review. This originally appeared on the Exceed Insights
Exceed in the News - Main
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February 15, 2014

joe halpern published in structured product review: mythbuster: the banks do not ‘steal’ the dividend in structured notes

Exceed Investments CEO Joe Halpern’s article “Mythbuster: The Banks Do Not ‘Steal’ the Dividend in Structured Notes,” was featured in this week’s Weekly Update by Structured Product Review. This originally appeared on the Exceed Insights
Exceed in the News - Funds
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February 14, 2014

mythbuster: the banks do not “steal” the dividend in structured notes

One of my favorite advertising slogans from childhood was the Wendy’s “where’s the beef?” question regarding competitor (i.e., McDonalds and Burger King) hamburgers. I often hear a similar question regarding structured notes – “where’s the
All, Deconstructed Notes
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January 10, 2014

joe halpern published in wealthmanagement.com: the structured note investor checklist

Wealthmanagement.com featured Exceed Investments CEO Joe Halpern’s blogpost “The Structured Note Investor Checklist: A Must-Have Guide for Would Be Structured Note Investors,” today. This post originally appeared on the Exceed Insights Deconstructed Notes blog.
Exceed in the News - Main
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January 10, 2014

joe halpern published in wealthmanagement.com: the structured note investor checklist

Wealthmanagement.com featured Exceed Investments CEO Joe Halpern’s blogpost “The Structured Note Investor Checklist: A Must-Have Guide for Would Be Structured Note Investors,” today. This post originally appeared on the Exceed Insights Deconstructed Notes blog.
Exceed in the News - Indexes
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January 10, 2014

joe halpern published in wealthmanagement.com: the structured note investor checklist

Wealthmanagement.com featured Exceed Investments CEO Joe Halpern’s blogpost “The Structured Note Investor Checklist: A Must-Have Guide for Would Be Structured Note Investors,” today. This post originally appeared on the Exceed Insights Deconstructed Notes blog.
Exceed in the News - Funds
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January 7, 2014

the structured note investor checklist – a must-have guide for would be structured note investors

Happy 2014!  In the spirit of New Year’s resolutions, we thought this would be an opportune time to help investors reduce risk by developing a checklist template specifically crafted for structured note investments. As I
All, Deconstructed Notes
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January 3, 2014

joe halpern quoted in investmentnews: finra pressure on complex products

Exceed Investments CEO Joseph Halpern was quoted in today’s InvestmentNews article, “Finra Keeping Pressure on Complex Products in 2014” (free registration required). “Structured products will be on this list [of FINRA examination priorities] forever,” he
Exceed in the News - Funds
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