Any day now, the S&P 500 is poised to break back above its all-time high, and will officially become the longest bull market in history in a few short weeks.…
Barron’s wrote a cover article, “The Annual 50 Best Annuities Review”, in their July 22, 2018 edition with a section that highlighted the growing success of Structured Annuities. The article…
We are currently in the second longest bull market in history. In just a few short months, it is set to become the longest, even if we continue in this sideways…
One of the ultimate strategies for a concentrated position is the zero-cost collar. The scenario presents itself when an investor has a large position, typically due to a job at…
Recently, Jim O’Shaughnessy posted a series of tweets recounting some of the things he has (and admittedly hasn’t) learned over his 30-year career. My take on his musings? Well said!…
As we leave 2016 behind and prepare for 2017, I wanted to share some of the themes we have recently been speaking and writing about. Over the last quarter, we penned four articles, appeared in three videos, and were quoted several times in additional articles.
Wealthmanagement.com published a piece written by Exceed’s COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.