June 4, 2024
covered call etfs vs smas
Covered call ETFs have existed for nearly two decades, but it wasn’t until recently that the offerings went mainstream. A covered call strategy involves selling upside calls1A call is the right of the owner to
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March 27, 2024
nervous about your nvda gains? a solution to both protect and participate with no cash outlay
NVDA has been one of the biggest beneficiaries of the recent AI craze, as the company has added 90% to its market capitalization year-to-date and a staggering 251% year-over-year. It’s now the third-largest company in
November 1, 2023
the effect of rising interest rates on option strategies
In 1973, economists Fischer Black and Myron Scholes published “The Pricing of Options and Corporate Liabilities,” which was the birth of the modern option pricing model that is still today’s gold standard for valuation. The
October 5, 2023
the power of using options in retirement accounts
At first glance, you might be thinking I’m insane to even be mentioning options and retirement accounts in the same breath. After all, options are meant for rampant speculation and are super risky, right? While
March 23, 2023
where are those “top 10” companies now? – “2010” 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
March 7, 2023
you made a fortune in one investment. now what?
The Pareto Principle states that roughly 80% of consequences come from 20% of the inputs. This concept was developed by economist Vilfredo Pareto in the 1800s and has multiple applications in business, including management, marketing
February 24, 2023
can ai search destroy google’s value?
For those of you who have been living on the moon for the past few months, AI chat bots and specifically ChatGPT have been taking the world by storm. ChatGPT launched in November, and by
February 9, 2023
how to impress your largest clients and unlock liquidity
Financial advisors have a tough job, as they are required to wear many different hats on a daily basis. Advisors are asset allocators, market analysts, sales prospectors, and sometimes are required to act as a
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
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
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
September 6, 2018
effects of uncertainty on the markets and how defined outcomes can help
John walks into a deli and asks what sandwiches are available. The counter guy responds that there are two choices: A turkey hoagie or pastrami on rye. John replies that he will have the turkey
September 9, 2016
joe halpern interviewed by nasdaq: benefits of defined outcome investing
Bradley Smith of Nasdaq interviewed Exceed’s CEO, Joseph Halpern, on Exceed and defined outcome investing
May 19, 2016
joe halpern interviewed by options insider radio: talking structured options products with exceed investments
Mark Longo of Options Insider interviewed Exceed’s CEO, Joseph Halpern, on the firm and its offerings.
March 17, 2016
joseph halpern quoted in bloomberg brief: u.s. investors avoid single-stock notes amid volatility
Exceed Investments’ CEO, Joseph Halpern, was quoted on the front page of Bloomberg Brief today.
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
October 12, 2015
exceed investments profiled in mutualfundwire.com
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.
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
June 12, 2015
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.
May 30, 2015
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
March 27, 2015
joe halpern interviewed by think advisor: new fund takes novel approach to protecting against stock market losses
ThinkAdvisor featured an interview today with Exceed Investments CEO, Joseph Halpern. Mr. Halpern discusses the NASDAQ Exceed Structured Protection Index which rebalances cleared options, essentially allowing an opportunity for individuals to get into exposure for any
