2015 – 2016

  • Jay Shein was published by CCH in the October 2016 edition of Estate Planning Review – The Journal. The paper was titled “Alternative Lending: Unconventional Portfolio Diversifier.”
  • Jay Shein was published by CCH in the August 2016 edition of Estate Planning Review – The Journal. The paper was titled “Healthcare Royalty Streams: An Alternative Diversifier.”
  • Jay Shein was published by CCH in the May 2016 edition of Estate Planning Review – The Journal. The paper was titled “Smart Beta: Does Factor Investing Add Value?”
  • In 2015 and 2016, 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 February 2016 edition of Estate Planning Review – The Journal. The paper was titled “Investment Portfolio Income Tax Strategies.”
  • Jay Shein was published by CCH in the December 2015 edition of Estate Planning Review – The Journal. The paper was titled “Several Metrics and Characteristics for Money Manager Evaluation.”
  • Jay Shein was published by CCH in the August 2015 edition of Estate Planning Review – The Journal. The paper was titled “Active Share: A Recent Active Management Metric.”
  • Blair Shein was the guest speaker at the Greater Fort Lauderdale Tax Council on May 15, 2015. The topic of his presentation was titled “Behavioral Finance: Managing Behavior Associated with Taxes, Losses and other Biases.”
  • Jay Shein was published by CCH in the May 2015 edition of Estate Planning Review – The Journal. The paper was titled “Total Return UniTrust: A Useful Investment Trust Design.”
  • Jay Shein was published by CCH in the February 2015 edition of Estate Planning Review – The Journal. The paper was titled “Master Limited Partnerships (MLPs): Practical Investment Implications.”

2017                                                                                          2013 – 2014…