Exceed Investments

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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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.
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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  
Exceed in the News - Funds, Uncategorized
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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.    
Exceed in the News - Funds, Uncategorized
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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
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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.
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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
Exceed in the News - Indexes, Uncategorized
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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
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March 12, 2015

joe halpern interviewed on bloomberg radio: combating market volatility with defined outcomes

Joe Halpern discusses defined outcomes and structured notes as a way to combat market volatility on the popular Taking Stock program with Carol Massar and Michael McKee. Listen here for the full replay.
Exceed in the News - Indexes, Uncategorized
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October 7, 2014

joe halpern quoted in mme: asset managers eye patenting index strategies

Exceed CEO Joseph Halpern was quoted on index patenting in Money management executive.
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