Exceed Investments

Let us be your Options Expert

Insights

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
October 16, 2015

moneylife talk show chuck jaffe interviews 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
Deconstructed Notes, Insights
Read More
September 25, 2015

nasdaq exceed one year index performance review

In September 2014, Exceed Investments and the Nasdaq launched the first family of defined outcome indexes (Here’s our original blog post on the launch). The indexes allow investors to access defined outcome investments within a
Deconstructed Notes, Insights, Uncategorized
Read More
August 19, 2015

response to a biased article on structured notes

I recently came upon a Seeking Alpha article by Alliance Bernstein titled Structured Notes: Read the Fine Print. The article expressed a fairly negative and, in my opinion, inaccurate view of structured investing based on
All, Deconstructed Notes, Insights
Read More
August 13, 2015

investors need faith along with their downside protection

The unpredictable nature of the market can be terrifying. Any hint of volatility sends skittish investors in search of skilled managers to guide them through pending storms. But even when armed with a sound strategy,
All, Insights
Read More
July 14, 2015

playing defense with a chance to score

The investing world is slowly but surely getting a little scarier as flashpoints are adding to the unease of an already longer than typical bull market. Is there contagion from Greece? What is going on
All, Insights
Read More
June 16, 2015

joe halpern to present at behavioral finance webinar on june 23, 2015 at 10 am

I’m pleased to announce that I will be speaking at a Nasdaq-hosted Webinar titled “Optimizing Behavioral Economics Using Defined Outcome Investing”. The webinar will cover various factors that influence investment decisions.  While of course expected returns and
Insights
Read More
June 8, 2015

a new way of thinking: defined outcome investing as a means to mitigate aversions

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
Deconstructed Notes, Insights
Read More
April 23, 2015

joe halpern published in nasdaq and wealthmanagement.com: thoughts on dealing with volatility and a lengthy bull market

With market volatility picking up in recent months, coupled with a bull market that is now 6 years and running, a few themes have been top of mind with the investing community. I wanted to
Deconstructed Notes, Insights
Read More
October 30, 2013

viability study: supplement, winter 2013

Exceed Investments performed a series of additional analyses on the raw data gathered by WealthManagement.com for our commissioned study, Viability Study: Exchange Traded Structured Products. Exchange Traded Strategies, Winter 2013. The findings from our supplemental
Deconstructed Notes, Insights
Read More