Exceed Investments

Let us be your Options Expert

Market Research

June 21, 2023

how to use options to invest like warren buffett

Warren Buffett is undoubtedly one the most famous and successful investors of all time, yet his strategy is very simple and straightforward – invest in companies that have solid fundamentals, a stable and growing business,
Insights, Market Research
Read More
May 17, 2023

top 3 ways to incorporate options into your practice

Options are broadly misunderstood and underutilized as tools in many wealth management practices. Most retail investors and even many advisors have an immediate negative reaction to just hearing the word “Options.”  Many investors simply think
Insights, Market Research
Read More
January 24, 2023

tax lessons learned from tesla

The past few years for Tesla (Ticker: TSLA) have been anything but mundane. Shares of the equity experienced a meteoric rise from mid-2019 to late 2022, with a trough-to-peak rally of over 3400% in a
Insights, Market Research, Uncategorized
Read More
January 5, 2023

where are those “top 10” companies now? – “millennium” focus

“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
Insights, Market Research, Uncategorized
Read More
December 13, 2022

where are those “top 10” companies now? – “nineties” focus

“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
Insights, Market Research, Uncategorized
Read More
November 22, 2022

tax avoidance gone wrong – the rise and fall of facebook

Facebook’s IPO was one of the hottest ever.  The company was growing at an astounding rate as social media went fully mainstream, and everyone wanted in on the action. Facebook went public on May 12,
Insights, Market Research
Read More
February 3, 2022

case study: how options investing can go right (and wrong) using arkk as an example

In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies – tomorrow’s most promising
Insights, Market Research, Press Room - Main
Read More
June 19, 2014

exceed investments survey finds additional advisor demand for structured investments provided inefficiencies are addressed

Note in this document, structured investments are synonymous with structured products.  Both refer to the class of products typically issued by banks to retail investors with such customized features as principal protection and leverage. (New
All, Deconstructed Notes, Market Research
Read More