Exceed Investments

Let us be your Options Expert

Blog

March 1, 2016

jefferson national and exceed investments launch first “defined outcome” fund within tax-deferred wrapper to help rias and fee-based advisors manage low yield, high volatility market

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide controlled market exposure with
Exceed in the News - Main
Read More
March 1, 2016

jefferson national and exceed investments launch first “defined outcome” fund within tax-deferred wrapper to help rias and fee-based advisors manage low yield, high volatility market

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments. First fund to provide controlled market exposure with
Press Room - Main
Read More
February 26, 2016

joseph halpern published in wealthmanagement.com: what’s your market floor?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on using options strategies to create tangible downside protection for equity investments.
Exceed in the News - Indexes
Read More
February 26, 2016

joseph halpern published in wealthmanagement.com: what’s your market floor?

Wealthmanagement.com published a piece written by Exceed’s CEO, Joseph Halpern, on using options strategies to create tangible downside protection for equity investments.
Exceed in the News - Main
Read More
February 18, 2016

the difference between beta and delta and why we care

Check out our webinar on Beta vs. Delta. Beta is one of the classic measurements within the financial industry. It is one of the first measurements shown on Yahoo Finance, right under the bid-ask and earnings
All, Deconstructed Notes, Insights
Read More
February 9, 2016

joseph halpern quoted in the wall street journal: the oil rout’s surprise victims

wsj.com quoted Exceed’s CEO, Joseph Halpern, on how the decline in oil price has impacted certain structured note investors
Exceed in the News - Indexes
Read More
February 9, 2016

joseph halpern quoted in the wall street journal: the oil rout’s surprise victims

wsj.com quoted Exceed’s CEO, Joseph Halpern, on how the decline in oil price has impacted certain structured note investors  
Exceed in the News - Main
Read More
February 3, 2016

joseph halpern quoted in us news and world report: 8 tips for the anxious investor

usnews.com quoted Exceed’s CEO, Joseph Halpern, on understanding risk being a vital component of investing.
Exceed in the News - Indexes
Read More
February 3, 2016

joe halpern interviewed by thestreet.com: shield yourself against wild market with this fund

Gregg Greenberg of TheStreet.com interviewed Exceed Investments CEO, Joseph Halpern, on the Exceed Defined Shield Index Fund. Interview Disclosure information  
Exceed in the News - Funds, Uncategorized
Read More
January 19, 2016

what’s your market floor?

Market upheaval can be gut wrenching. The market can experience 5% and 10% declines with surprising frequency, with a typical bounce back relatively quickly. But once in a while you get a 2008 event where
All, Deconstructed Notes, Insights
Read More
January 14, 2016

joseph halpern quoted in us news and world report: 8 tips for the anxious investor

usnews.com quoted Exceed’s CEO, Joseph Halpern, on an understanding of risk being a vital component to investing.
Exceed in the News - Funds
Read More
January 14, 2016

joseph halpern quoted in us news and world report: 8 tips for the anxious investor

usnews.com quoted Exceed’s CEO, Joseph Halpern, on understanding risk being a vital component of investing.
Exceed in the News - Main
Read More
January 13, 2016

the wall street transcript publishes interview with joseph halpern

The Wall Street Transcript published an interview with Joseph Halpern, CEO of Exceed Investments.
Exceed in the News - Indexes
Read More
January 13, 2016

the wall street transcript publishes interview with joseph halpern

The Wall Street Transcript published an interview with Joseph Halpern, CEO of Exceed Investments.
Exceed in the News - Main
Read More
January 13, 2016

the wall street transcript publishes interview with joseph halpern

The Wall Street Transcript published an interview with Joseph Halpern, CEO of Exceed Investments.
Exceed in the News - Funds
Read More
January 4, 2016

life&health advisor magazine publishes article on jefferson national-exceed partnership

LIFE&Health Advisor published a piece on the partnership announced between Jefferson National and Exceed Investments
Exceed in the News - Indexes
Read More
January 4, 2016

life&health advisor magazine publishes article on jefferson national-exceed partnership

LIFE&Health Advisor published a piece on the partnership announced between Jefferson National and Exceed Investments
Exceed in the News - Main
Read More
December 1, 2015

jefferson national and exceed investments partner to launch vit

We are pleased to announce a partnership between Jefferson National, innovator of the industry’s leading tax advantaged investing platform for RIAs and fee-based advisors, and Exceed Investments, a pioneer in defined outcome investing. The alliance
All, Deconstructed Notes, Exceed in the News - Indexes
Read More
December 1, 2015

jefferson national and exceed investments partner to launch vit

We are pleased to announce a partnership between Jefferson National, innovator of the industry’s leading tax advantaged investing platform for RIAs and fee-based advisors, and Exceed Investments, a pioneer in defined outcome investing. The alliance
Exceed in the News - Main, Press Room - Main
Read More
November 18, 2015

define your outcome – our new tagline explained

Investors generally fear the unknown. Unfortunately, traditional market exposure is full of unknowns – market corrections occur without warning, with no telling how deep a drop or how long it will last. Exceed Investments offers
All, Deconstructed Notes, Insights
Read More
November 16, 2015

joseph halpern published in forbes.com: five ways not to get killed when rates rise

FORBES.COM published a piece quoting Exceed’s CEO, Joseph Halpern, on investment ideas to generate yield that don’t carry major exposure to a rate increase by the Fed.
Exceed in the News - Indexes
Read More