• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Exceed Investments

Exceed Investments

Let us be your Options Expert

  • Why Exceed
  • Strategy Spotlight
  • Who We Are
  • Blog
  • Contact
  • Login

Exceed in the News - Funds

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
Read More
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
Read More
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
Read More
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
Read More
December 12, 2013

joe halpern published in seeking alpha: will the fed taper?

Seeking Alpha has featured Exceed Investments CEO Joe Halpern’s blogpost, “Will The Fed Taper? Strategies To Take Advantage Of A Yield Increase,” on its site today. The post originally appeared as an Exceed Insights “Deconstructed
Exceed in the News - Funds
Read More
  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3

Footer

Get in Touch

  • 79 Madison Avenue 3rd floor,
    New York, NY 10016
  • 646-580-7046

Legal

  • Privacy Policy
  • Terms and Conditions
  • Disclosures

Recent Posts

  • Overlay Economics: Evaluating the True Cost (and Value) of Options Strategies – Featuring NVDA
  • The Psychology of Concentrated Positions: Helping Clients Take Action Through Structure
  • Common Misconceptions About Option Strategies: What Advisors Need to Know

Copyright © 2025 · Exceed Investments · Web Design Services by JSMT Media