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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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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 - Main
Read More
December 8, 2016

joseph halpern quoted in forbes: the fed is going to raise rates, and that’s ok (for now)

In an article by Adam Sarhan, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “The move away from ultra-easy money is a headwind for equities (e.g., bearish) and should
Exceed in the News - Indexes
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December 8, 2016

joseph halpern quoted in forbes: the fed is going to raise rates, and that’s ok (for now)

In an article by Adam Sarhan, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “The move away from ultra-easy money is a headwind for equities (e.g., bearish) and should
Exceed in the News - Main
Read More
November 28, 2016

joseph halpern quoted in bloomberg briefs: trump’s presidency may give new life to safer structured notes

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “If you can get a principal-protected note with decent characteristics, that’s something investors should line up
Exceed in the News - Indexes
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November 28, 2016

joseph halpern quoted in bloomberg briefs: trump’s presidency may give new life to safer structured notes

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “If you can get a principal-protected note with decent characteristics, that’s something investors should line up
Exceed in the News - Main
Read More
November 4, 2016

joe halpern interviewed on voice of america: market volatility in the national election

Joe Halpern joined Jill Malandrino, Markets Reporter for the popular Voice of America segment on Nasdaq Facebook Live to discuss market volatility going into the national election and what may be in store come next
All, Deconstructed Notes, Insights
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November 2, 2016

vix going into the elections

Last week I penned an article in the November issue of Investment Advisor (a ThinkAdvisor publication); the article discusses how the VIX communicates expected volatility over the next 30 days. Although VIX is always an
All, Deconstructed Notes, Insights
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November 2, 2016

joseph halpern quoted in bloomberg briefs: jpmorgan faces criticism for valuation of u.s. volatility notes

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Volatility strategies are complex to begin with.  When they’re also designed to react to market
Exceed in the News - Funds
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November 1, 2016

joseph halpern published in thinkadvisor: how the vix reads s&p 500’s future

ThinkAdvisor published a piece written by Exceed’s CEO, Joseph Halpern, on how the VIX is designed to communicate expected future volatility in the market.
Exceed in the News - Indexes
Read More
November 1, 2016

joseph halpern published in thinkadvisor: how the vix reads s&p 500’s future

ThinkAdvisor published a piece written by Exceed’s CEO, Joseph Halpern, on how the VIX is designed to communicate expected future volatility in the market.
Exceed in the News - Main
Read More
October 27, 2016

joseph halpern quoted in bloomberg briefs: jpmorgan faces criticism for valuation of u.s. volatility notes

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Volatility strategies are complex to begin with.  When they’re also designed to react to market
Exceed in the News - Main
Read More
October 27, 2016

joseph halpern quoted in bloomberg briefs: jpmorgan faces criticism for valuation of u.s. volatility notes

In an article by Carolina Wilson, Joseph Halpern, Chief Executive Officer and founder of Exceed Investments was quoted as saying “Volatility strategies are complex to begin with.  When they’re also designed to react to market
Exceed in the News - Indexes
Read More
October 7, 2016

lawrence solomon interviewed in bloomberg brief: structured notes are being squeezed by other ‘alternatives’

Exceed Investments’ COO, Lawrence Solomon, was interviewed by Carolina Wilson of Bloomberg Briefs.
Exceed in the News - Funds
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October 6, 2016

lawrence solomon interviewed in bloomberg brief: structured notes are being squeezed by other ‘alternatives’

Exceed Investments’ COO, Lawrence Solomon, was interviewed by Carolina Wilson of Bloomberg Briefs.
Exceed in the News - Indexes
Read More
October 6, 2016

lawrence solomon interviewed in bloomberg brief: structured notes are being squeezed by other ‘alternatives’

Exceed Investments’ COO, Lawrence Solomon, was interviewed by Carolina Wilson of Bloomberg Briefs.
Exceed in the News - Main
Read More
September 9, 2016

joe halpern interviewed by nasdaq: benefits of defined outcome investing

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on Exceed and defined outcome investing
Uncategorized
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September 9, 2016

joe halpern interviewed by nasdaq: benefits of defined outcome investing

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on defined outcome investing.
Exceed in the News - Main
Read More
September 9, 2016

joe halpern interviewed by nasdaq: benefits of defined outcome investing

Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on defined outcome investing.
Exceed in the News - Indexes
Read More
September 6, 2016

joseph halpern published in thinkadvisor: how robo technology will take independent advice to the next level

Bob Clark wrote a Think Advisor article in which Joe Halpern, the Chief Executive Officer and founder of Exceed Investments, was quoted several times regarding the future of Robo-Advisors.
Exceed in the News - Main
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September 6, 2016

joseph halpern published in thinkadvisor: how robo technology will take independent advice to the next level

Bob Clark wrote a Think Advisor article in which Joe Halpern, the Chief Executive Officer and founder of Exceed Investments, was quoted several times regarding the future of Robo-Advisors.
Exceed in the News - Indexes
Read More
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