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March 3, 2015

Joe Halpern Published in Financial Advisor: You Can’t Buy Market Insurance, But You Can Protect Your Portfolio

Article by CEO of Exceed Investments, Joseph Halpern was published in today’s  Financial Advisor.

Life is filled with uncertainty and we can’t always predict what will happen next. But if something negative does occur we want the damage to be as minimal as possible, a sentiment that applies to investors’ portfolios as well.

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  • The Psychology of Concentrated Positions: Helping Clients Take Action Through Structure
  • Common Misconceptions About Option Strategies: What Advisors Need to Know
  • Covered Call ETFs vs SMAs

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