News

Blair Shein has been named to the Forbes 2018 - 2020 & 2022 - 2024 rankings of Best-In-State Wealth Advisors.

Blair Shein served as an instructor for Florida Atlantic University's Chartered Financial Analyst® (CFA®) Review Program and taught an Investment Management course at Florida Atlantic University. 

Blair Shein was a guest speaker at the Greater Fort Lauderdale Tax Council. The topic of his presentation was “Behavorial Finance: Managing Behavior Associated with Taxes, Losses and other Biases.”

Jay Shein was a guest speaker/panelist for the Pershing – BNY Mellon Institute investment conference. The title of the presentation was “In Search of Yields in the Current Markets.”

Jay Shein and Blair Shein have been featured on the front page of the Money section in the Sun Sentinel newspaper in an article titled “Money Management for the Generations.”

Blair Shein was a guest speaker at the American Association of Individual Investors (AAII).  His topic was Behavioral Finance.

Blair Shein was a guest speaker at the Financial Planning Association of Greater Fort Lauderdale.  His topic was Behavioral Finance.

 

Publications

Shein, Jay L. (2024, December 19). Alternative Investments Explained: Types, Structures, and Investor Eligibility. Estate Planning Review – The Journal.

Shein, Jay L. (2024, September 24). Can Alternative Investments Add Value to Investment Portfolios? Estate Planning Review – The Journal.

Shein, Blair C. and Shein, Jay L. (2024, June 20, 2024). Are Currencies an Asset Class with Traditional and Digital Perspectives?  Estate Planning Review – The Journal.

Shein, Jay L. (2023, December 21). Are There Asset Allocation Benefits and Considerations?  Estate Planning Review – The Journal.

Shein, Jay L. (2023, June 15). Are There Special Concerns in Asset Allocation and Portfolio Structure for Investors and Advisors?  Estate Planning Review – The Journal.

Shein, Blair C. and Shein, Jay L. (2023, March 17). Navigating the Complexities of ESG Investing, Estate Planning Review – The Journal.

Shein, Jay L. (2022, December 15). Is Asset Allocation an Important Concept of Investmetn Portfolio Design? Estate Planning Review – The Journal.

Shein, Blair C. and Shein, Jay L. (2022, June 16). Behavioral Finance and the Emotional Aspect of Investing, Estate Planning Review – The Journal.

Shein, Blair C. and Shein, Jay L. (2021, September 16). Does A Tactical Asset Allocation Investment Strategy Add Value? Estate Planning Review – The Journal.

Shein, Jay L. (2021, June 17). Choosing Investments To Meet Client Needs, Estate Planning Review – The Journal.

Shein, Jay L. (2020, November 19). The Elusive Investment Manager Quest: Benchmarks, Peer Groups, and Statistics, Estate Planning Review – The Journal.

Shein, Jay L. (2020, August 20). Insight into Municipal Bonds, Estate Planning Review – The Journal.

Shein, Jay L. (2019, August 22). Intersection of Investment and Estate Planning, Estate Planning Review – The Journal.

Shein, Jay L. (2019, May 30). Mutual Fund Tax Considerations, Estate Planning Review – The Journal.

Shein, Jay L. (2019, March 21). Concentrated Stock Strategy, Estate Planning Review – The Journal.

Shein, Blair C. (2019, January 17). Environmental, Social & Governance (ESG) Investing: Making an Impact with Your Investments, Estate Planning Review – The Journal.

Shein, Jay L. (2018, December 20). An Introduction to Hedge Funds, Estate Planning Review – The Journal.

Shein, Jay L. (2018, May 22). Incorporating Tax Methods into Portfolio Strategy, Estate Planning Review – The Journal.

Shein, Jay L. (2018, February 20). Is Past Performance an Indicator of Future Results?, Estate Planning Review – The Journal.

Shein, Jay L. (2017, May 18).  Long-Short Equity Strategies as an Alternative to Long-Only Strategies, Estate Planning Review – The Journal.

Shein, Jay L. (2017, January 19).  Incorporating Alternative Assets into Portfolio Construction, Estate Planning Review – The Journal.

Shein, Jay L. (2017, January 19).  Incorporating Alternative Assets into Portfolio Construction, Estate Planning Review – The Journal.

Shein, Jay L. (2016, October 25).  Alternative Lending: An Unconventional Portfolio Diversifier, Estate Planning Review – The Journal.

Shein, Jay L. (2016, May 19).  Smart Beta: Does Factor Investing Add Value?, Estate Planning Review – The Journal.

Shein, Jay L. (2015, December 17).  Several Metrics and Characteristics for Money Manager Evaluation, Estate Planning Review – The Journal.

Shein, Jay L. (2015, February 19). Master Limited Partnerships (MLPs): Practical Investment Implications, Estate Planning Review – The Journal.

Shein, Jay L. (2014, November 18). Exchange Traded Funds: History, Use and Mechanics, Estate Planning Review – The Journal.

Shein, Jay L. (2014, August 21). Portfolio Theory & Capital Markets, Estate Planning Review – The Journal.

Shein, Jay L. (2013, September 19). Standard Deviation: A Foundational Investment Risk Measure, Estate Planning Review – The Journal.

Shein, Jay L. (2012, October 22). Investment Policy Statement: An Important Guide for Investment Portfolios, Estate Planning Review – The Journal.

Shein, Jay L. (2012).  Investment Planning Answer Book (4th ed.), Chicago, IL: CCH.

Shein, Jay L. (2012, January/February). Fusion Analysis: Investment Methods Combined, Investments & Wealth Monitor.

Shein, Blair C. (2012, January 19). Behavioral Finance: Overcoming Our Biases, Estate Planning Review – The Journal.

Shein, Jay L. (2011, January 20). Retirement Planning With Monte Carlo Simulation (MCS) – Valuable or Problematic? Estate Planning Review – The Journal.

Shein, Jay L and Blair C. Shein (2001, December). Total Return Trust – The Investment Strategy for the New Millennium, The Journal of Investment Consulting.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client, nor are they representative of any one client’s evaluation. Neither the firm nor any adviser paid a fee for the award.  Information about the criteria used in making these rankings is available by clicking here.