2009 – 2010

  • Jay Shein was the featured speaker for the American Association of Individual Investors (AAII) SE Chapter at their November 16th, 2010 meeting in Delray Beach, Florida and their November 17th, 2010 meeting in Ft. Lauderdale, Florida. The presentation was titled, “Is This Time Different? Myths, Realities and Strategies for Portfolio Management”. The presentation addressed some of the myths of investing and why they should be used with caution.
  • Blair Shein was quoted in the Sunday, October 10th, 2010 issue of the Sun Sentinel in the help line column titled, “You asked, and the experts answered”.
  • Blair Shein was quoted in the Wednesday, October 6th, 2010 issue of the Sun Sentinel newspaper in the column titled, “Experts answer calls for help.”
  • The second edition of Jay Shein’s book, Investment Planning Answer Book, 2010 edition, was published in August 2010, by CCH, Inc.
  • Blair Shein authored the chapter “Behavioral Finance” for the 2010 edition of the Investment Planning Answer Book published by CCH, Inc.
  • Blair Shein was quoted in the Your Money section of the Sun Sentinel newspaper on Tuesday, September 28, 2010.
  • Jay Shein was a speaker and panelist at the Inside ETFs 3rd Annual Conference held at the Boca Raton Resort & Club, Boca Raton, FL January 10-12th, 2010. His topic was “Rethinking Alpha”.
  • Blair Shein was quoted and featured in the Sun-Sentinel newspaper October 11, 2009.
  • Stacey Beverley was awarded the REGISTERED PARAPLANNERSM designation in November 2009 after completing her studies with the College for Financial Planning and the required practice experience. Stacey has been with Compass Financial Group, Inc. for 3 years. Stacey has a Bachelor of Science degree from Florida State University (FSU).
  • In 2009, Blair Shein completed his studies and was awarded the right to use the Chartered Financial Analyst® (CFA®) designation. The CFA charter is a globally recognized credential for investment analysis and management.  Recipients of the CFA charter have successfully completed a graduate-level curriculum and series of three intensive examinations taken sequentially that typically takes four years to complete.  Because of the rigor of the program, only about one in five candidates who enter the program pass all three exams and successfully complete all the requirements to earn the charter.  In February 2005, The Economist magazine referred to the CFA Program as the gold standard among investment analysis designations.
  • Jay Shein’s book “Investment Planning Answer Book” was published in August     2009, by CCH, Inc.
  • Jay Shein was a speaker at the 9th Annual U.S. World Series of Exchange Traded Funds held March 30th -31st, 2009 at the Biltmore Hotel in Coral Gables, Florida. The topic was Rethinking Diversification.
  • Blair Shein was a speaker at the 9th Annual U.S. World Series of Exchange Traded Funds March 30th -31st, 2009 at the Biltmore Hotel in Coral Gables, Florida. The topic was Risk Overlays.

2011 – 2012…