Jeff Benjamin

Jeff Benjamin is a senior columnist who primarily writes about investments and practice management as they relate to the wealth management industry. In addition to news and opinion writing, Jeff also does regular video interviews and is the co-host of The InvestmentNews Podcast, a weekly show that takes listeners behind the scenes of our coverage. He joined InvestmentNews in 2000. Prior to InvestmentNews, Jeff’s career included working as an analyst at Cerulli Associates, and as a reporter for Dow Jones Newswires. Jeff is based in North Carolina and when he isn’t working, he can usually be found playing golf or fishing. Jeff is a former Marine and has a bachelor’s degree in journalism from Central Michigan University.

Jeff Benjamin
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INVESTING EQUITIES APR 28, 2016
Two types of investors are driving the stock market rally

<i>Breakfast with Benjamin</i> Two types of investors are driving stocks' rally: Those who fear missing out on the rally, and those who see no alternatives to stocks.

INVESTING FIXED INCOME APR 27, 2016
Donald Trump to Janet Yellen: 'If I'm elected, you're fired'

Plus: Wall Street wants to send Sanders packing to Cuba, silver outshines gold, and Harriet Tubman nabs a spot on the 20-spot

NEWS INDUSTRY NEWS APR 26, 2016
Fixed-income heavyweights ponder the 'most dangerous' bond market ever

Plus: Target-date fund success depends on the investor, you should have a will even if you aren't Prince, and historic levels of government paperwork.

INVESTING EQUITIES APR 22, 2016
West Oak Capital takes another big bite of Charles Schwab's stock

<i>Breakfast with Benjamin</i> West Oak Capital added another $1.3M of Charles Schwab stock, upping its total stake to more than 46,000 shares.

NEWS INDUSTRY NEWS APR 21, 2016
Almost nobody is good at timing the market

Plus: Be wary of energy-company dividends, an election-year twist on selling in May, and don't quit your job like Michael Strahan did

INVESTING EQUITIES APR 21, 2016
George Soros can't stop hating on the Chinese economy

Plus: Amplify ETF zeroes in on online retail, calling out Gundlach's forecasts, and get ready to start tipping your Uber driver

INVESTING EQUITIES APR 21, 2016
Horizon Investments' Greg Valliere bemoans election tone, economic growth

If Republican frontrunner Donald Trump wins, Mr. Valliere says he'll be rooting for &#8220;a really windy inauguration day.&#8221;

Global X Funds launches Catholic Values ETF
INVESTING MUTUAL FUNDS APR 21, 2016
Global X Funds launches Catholic Values ETF

Fund designed for investors who want the performance of the S&amp;P 500 Index without all the exposure to weapons, adult entertainment and other traditional Catholic no-nos.

Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces
RETIREMENT RETIREMENT PLANNING APR 21, 2016
Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces

Speaking Monday at the IMCA annual conference in Orlando, Mr. Kitces questioned regular rebalancing and said in one case doing nothing was the better bet.

Investors should look beyond REITs to gain real estate exposure: Jeffrey Kolitch
INVESTING ALTERNATIVES APR 20, 2016
Investors should look beyond REITs to gain real estate exposure: Jeffrey Kolitch

Jeffrey Kolitch, manager of the Baron Real Estate fund, says investors should look at cruise-line companies, cell-tower operators, casinos and companies involved in real estate infrastructure.