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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The bullish outlook for 2016
INVESTING EQUITIES DEC 23, 2015
The bullish outlook for 2016

Plus: Most consumers are optimistic about improved household finances next year, embracing a contrarian investing strategy, and what the Dow was like in the beginning

Cheap oil presents new investment opportunities
INVESTING EQUITIES DEC 23, 2015
Cheap oil presents new investment opportunities

MLPs move back into the spotlight for patient investors

INVESTING EQUITIES DEC 22, 2015
Making the case for market-timing with humility

<i>Breakfast with Benjamin</i> Morningstar's John Rekenthaler clarifies after recently referring to market-timers as &#8220;circus clowns minus the funny suits.&#8221;

'Smart beta' tops the list of 2015 financial-term searches
INVESTING ALTERNATIVES DEC 21, 2015
'Smart beta' tops the list of 2015 financial-term searches

<i>Breakfast with Benjamin</i>: Smart beta was the top financial search term on Investopedia in 2015, and for good reason.

Guggenheim plays the value card with new Dow dividend-focused ETF
INVESTING EQUITIES DEC 21, 2015
Guggenheim plays the value card with new Dow dividend-focused ETF

Flip-flopping the weightings of the traditional Dow 30 stocks

Rough week doesn't derail the outlook for ETFs
INVESTING EQUITIES DEC 18, 2015
Rough week doesn't derail the outlook for ETFs

Cerulli sees ETF assets more than doubling to $6T by 2020

Third Avenue fund collapse may be 'much bigger problem' for bond ETFs
INVESTING EQUITIES DEC 18, 2015
Third Avenue fund collapse may be 'much bigger problem' for bond ETFs

Fund closure could put the spotlight on fixed-income ETFs, which are vulnerable because they are more liquid than their underlying assets.

F-Squared haunts Virtus as fund distributor pays $16.5M to settle false performance claims
INVESTING ETFS DEC 18, 2015
F-Squared haunts Virtus as fund distributor pays $16.5M to settle false performance claims

SEC cites lax oversight of subadviser data.

6 ways the rate hike could be bad for markets
INVESTING EQUITIES DEC 17, 2015
6 ways the rate hike could be bad for markets

<i>Breakfast with Benjamin</i>: This week's rate hike could hit the markets in a half dozen, mostly bad, ways.

Third Avenue fund's meltdown sheds new light on the value of prospectus reading
INVESTING ALTERNATIVES DEC 17, 2015
Third Avenue fund's meltdown sheds new light on the value of prospectus reading

Some advisers swear by it, while others shun it as useless legalese.