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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Goldman pares down liquid alts, presses Morningstar to follow suit
INVESTING EQUITIES JUL 17, 2015
Goldman pares down liquid alts, presses Morningstar to follow suit

The key is bringing liquid alts more in line with hedge fund strategies

Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success
INVESTING MUTUAL FUNDS JUL 15, 2015
Morningstar repeats 'not-ratable' status for Gundlach's DoubleLIne Total Return Bond Fund but can't ignore its success

Even though Morningstar, for the second year in a row, has released its analysis dubbing the DoubleLine Total ReturnBond Fund not-ratable, analyst Sarah Bush is unable to get around pointing out that it's pretty good.

You know investors are getting nervous when oil becomes a safe-haven play
INVESTING ALTERNATIVES JUL 15, 2015
You know investors are getting nervous when oil becomes a safe-haven play

<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.

NEWS INDUSTRY NEWS JUL 15, 2015
Wine is a fine investment — but beware the risks

While the category can provide an alternative to traditional asset classes, high fees and lack of liquidity may mean too much risk for the uninitiated.

SEC sued for using its own judges
NEWS RIAS JUL 15, 2015
SEC sued for using its own judges

Investment firm seeks to block action as Dodd-Frank ripple effect seen giving SEC the edge.

9 things companies do during earnings season that investors hate
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
9 things companies do during earnings season that investors hate

<i>Breakfast with Benjamin</i>: Some things companies do during earnings season that can really rub investors the wrong way.

NEWS INDUSTRY NEWS JUL 14, 2015
Crowdfunding-style approach to real estate investing gains momentum

Proliferation of digital platforms opens new ways to access properties, but investors must do their homework.

China's stock market meltdown is looking like a buying opportunity
INVESTING EQUITIES JUL 14, 2015
China's stock market meltdown is looking like a buying opportunity

Strategists recommend a slow and steady move into the world's second-largest equity market.

INVESTING EQUITIES JUL 14, 2015
Goldman's Cohn: Dream on if you think the Fed is hiking rates in September

<i>Breakfast with Benjamin</i>: Gary D. Cohn, president and COO of Goldman Sachs, believes the economy and markets are in no shape for higher rates.

Greece's latest problem is the IMF
INVESTING EQUITIES JUL 13, 2015
Greece's latest problem is the IMF

<i>Breakfast with Benjamin</i>: The IMF is throwing a wrench into the Greek bailout works, setting off a political earthquake in Europe.