News

In February 2019, Blair Shein was named to the Forbes 2019 ranking of Best-In-State Wealth Advisors.

In February 2018, Blair Shein was named to the Forbes 2018 ranking of Best-In-State Wealth Advisors.

Blair Shein was the guest speaker at the Greater Fort Lauderdale Tax Council on May 15, 2015. 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 2014 investment conference June 4 & 5, 2014 in Hollywood, Florida. The title of the presentation was “In Search of Yields in the Current Markets.”

Blair Shein and Jay Shein were featured on the front page of the Money section in the Sun Sentinel newspaper June 3, 2013 in an article titled “Money Management for the Generations.”

Blair Shein was the guest speaker at the American Association of Individual Investors (AAII) May 15, 2012 in Delray Beach, Florida and May 16, 2012 in Ft. Lauderdale, Florida.  His topic was Behavioral Finance.

Blair Shein was the guest speaker at the Financial Planning Association of Greater Fort Lauderdale on March 15, 2012.  His topic was Behavioral Finance.

 

Publications

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.