2013 – 2014

  • Jay Shein was published by CCH in the November 2014 edition of Estate Planning Review – The Journal. The paper was titled “Exchange Traded Funds: History, Use and Mechanics.”
  • Jay Shein was published by CCH in the August 2014 edition of Estate Planning Review – The Journal. The paper was titled “Portfolio Theory & Capital Markets.”
  • Jay Shein was published by CCH in the June 2014 edition of Estate Planning Review – The Journal. The paper was titled “Economic Indicators: Examples & Caveats.”
  • Jay Shein was a guest speaker/panelist for the Pershing – BNY Mellon Insite 2014 investment conference June 4 & 5, 2014 in Hollywood, Florida. The title of the presentation was “In Search of Yields in the Current Markets”.
  • In 2013 and 2014, Blair Shein continues to serve as an instructor at Florida Atlantic University where he teaches an investments class in the Chartered Financial Analyst Review Program.
  • Jay Shein was published by CCH in the March 2014 edition of Estate Planning Review – The Journal. The paper was titled “Mutual Fund Prospectus: An Important Disclosure Document.”
  • Jay Shein was published by CCH in the December 2013 edition of Estate Planning Review – The Journal.  The paper was titled “Introduction to Mutual Fund Structure.”
  • Jay Shein was published by CCH in the September 2013 edition of Estate Planning Review – The Journal.  The paper was titled “Standard Deviation: A Foundational Investment Risk Measure.”
  • Blair Shein was quoted in the Orlando Sentinel on August 29, 2013 in an article titled “Private real-estate trusts draw interest, scrutiny”.
  • The fifth edition of Jay Shein’s book, Investment Planning Answer Book, 2013 edition, was published in July 2013 by CCH, Inc.
  • 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”.
  • Jay Shein was published by CCH in the May 2013 edition of Estate Planning Review – The Journal.  The paper was titled “Benchmarks and Peer Groups May Provide Valuable Information.”
  • Jay Shein was published by CCH in the March 2013 edition of Estate Planning Review – The Journal.  The paper was titled “Insurance-Linked Securities: A Valuable Portfolio Diversifier”.
  • Blair Shein was quoted in the Sun Sentinel newspaper March 4, 2013 in an article titled “Ouch! South Florida next to last in car affordability – with insurance included”.
  • Blair Shein was quoted in the Sun Sentinel newspaper February 1, 2013 in an article titled “More South Floridians getting interested in a booming stock market”.

2015 – 2016…                                                                                          2011 – 2012…