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April 20, 2015

Joe Halpern Quoted in Investment News: Regulators Caution on Complex Products Masks Value

In an article posted today on Investment News, Exceed Investments CEO spoke about the benefits that diversity alternatives add to portfolios.

He states that “They’re not all bad…there are a lot of positive characteristics to a lot of alternative investments. But everyone needs to be thoughtful about the process of making them available to the mases

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Recent Posts

  • Overlay Economics: Evaluating the True Cost (and Value) of Options Strategies – Featuring NVDA
  • The Psychology of Concentrated Positions: Helping Clients Take Action Through Structure
  • Common Misconceptions About Option Strategies: What Advisors Need to Know

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