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May 22, 2014

Joe Halpern Quoted in Risk.net: New Annuities Are Structured Products in All But Name

Exceed Investments CEO Joseph Halpern was quoted today on Risk.net in this paywalled article.

“While structured note annuities are still new and niche enough to have largely evaded the attentions of securities regulators, Joe Halpern, chief executive… “

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  • 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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