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
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.
moneylife talk show: chuck jaffe interviews ceo joe halpern
Joe Halpern discusses Defined Outcomes as well as general market commentary with Chuck Jaffe of the MoneyLife Talk Show LISTEN TO THE INTERVIEW The opinions of Joseph Halpern are as of the date of this
Mutualfundwire.com profiled Exceed Investments and interviewed the CEO, Joseph Halpern, on future growth plans. Click here to read disclosure information related to the article.
joe halpern published in wealthmanagement.com: investors need faith along with their downside protection
Exceed Investments’ CEO, Joseph Halpern, published a wealthmanagement.com article on the need for protection-themed investment solutions to instill confidence for them to be of maximum use.
joe halpern quoted in srp: us capital-at-risk products up 54%, capital-protected down 64%
Joe Halpern quoted in an article discussing the decline of capital protected products. “The principal protected market has declined over the past few years, because yield and volatility have declined dramatically over the years, and
joe halpern published in wealthmanagement.com: playing defense with a chance to score
Exceed Investments’ CEO, Joseph Halpern, published an article in Wealthmanagement.com on different strategies to maintain equity exposure while mitigating downside risk.
joe halpern published in wealthmanagement.com: using behavioral finance to make better financial products
Exceed Investment’s CEO, Joseph Halpern, published an article in Wealthmanagement.com on recent learnings from behavioral finance and how they can inform investment decisions.
exceed investments publishes new white paper titled, a new way of thinking:defined outcome investing as a means to mitigate aversion
The average investor defines and mitigates risk in ways that do not align neatly with classical financial theory. Deeply ingrained aversions to loss, risk and ambiguity often lead to investment decisions that clash with the
joe halpern published in seeking alpha: first of 3 defined exposure mutual funds launches
An article published today in Seeking Alpha describes the launch of Exceed Investments first mutual fund (SHIEX). Exceed Investments CEO Joseph Halpern states that, “The Exceed Structured Shield Index Strategy Fund enables advisers to easily access
joe halpern quoted in investment news: regulators caution on complex products masks value
In an article posted today on Investment News, Exceed Investments CEO spoke about the benefits that diversity alternatives add to portfolios. He states that “They’re not all bad…there are a lot of positive characteristics to