Publications & Articles

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

Shein, Jay L. (2016, August 18).  Healthcare Royalty Streams: An Alternative 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. (2016, February 18).  Investment Portfolio Income Tax Strategies, 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, August 20).  Active Share: A Recent Active Management Metric, Estate Planning Review – The Journal.

Shein, Jay L. (2015, May 21).  Total Return UniTrust: A Useful Investment Trust Design, 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. (2014, June 19). Economic Indicators: Examples & Caveats, Estate Planning Review – The Journal.

Shein, Jay L. (2014, March 20). Mutual Fund Prospectus: An Important Disclosure Document, Estate Planning Review – The Journal.

Shein, Jay L. (2013, December 17). Introduction to Mutual Fund Structure, 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. (2013, May 21). Benchmarks and Peer Groups May Provide Valuable Information, Estate Planning Review – The Journal.

Shein, Jay L. (2013, March 21). Insurance-Linked Securities: A Valuable Portfolio Diversifier, Estate Planning Review – The Journal.

Shein, Jay L. (2012, December 18). Investing in Bonds: Maybe Not So Basic, 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, June 21). Returns Based Style Analysis: A Valuable Analytical Tool, Estate Planning Review – The Journal.

Shein, Jay L. (2012, April 19).  Asset Allocation Decisions in a Tax Aware Environment, Estate Planning Review – The Journal.

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, December 20). The Qualitative Side of Investment Manager Search and Selection, Estate Planning Review – The Journal.

Shein, Jay L. (2011, August 23). Fusion Analysis: Combining Investment Disciplines, Estate Planning Review – The Journal.

Shein, Jay L. (2011, April 21).  An Introduction to Value at Risk (VaR): A Valuable Measure of Downside Risk, 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.

Shein, Jay L. (1998, June). The Ever-Elusive Holy Grail, Financial Planning.