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
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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
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
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.
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.
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.
