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July 11, 2014

Joe Halpern Quoted in The Wall Street Journal: Five Popular—but Dangerous—Investments for Individuals

Exceed CEO Joseph Halpern was quoted on structured notes in today’s Your Money section of The Wall Street Journal.

“It’s an over-the-counter product, and when you’re buying it, you’re buying it from a bank or a third party,” says Joseph Halpern, chief executive of Exceed. “You have to go back to that bank in order to sell it.”

The article, “Five Popular—but Dangerous—Investments for Individuals,” requires a subscription to www.wsj.com.

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  • Overlay Economics: Evaluating the True Cost (and Value) of Options Strategies – Featuring NVDA
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