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 MAR 16, 2015
In contrast to wages, real estate prices are hitting the roof

<i>Breakfast with Benjamin:</i> Real estate prices climbing sharply and investors are taking the blame. Plus: Fed preps for the unfamiliar waters of a rate hike, biotech looks to be correcting, and which rock star investor are you?

Can the REIT run weather a rate hike?
INVESTING ALTERNATIVES MAR 16, 2015
Can the REIT run weather a rate hike?

<i>Breakfast with Benjamin</i>: Will higher interest rates crush the real estate market, or is it supposed to be different this time?

Index-investing purists ignoring mounting downside risks
INVESTING EQUITIES MAR 16, 2015
Index-investing purists ignoring mounting downside risks

Six years into a bull run that has seen the S&amp;P 500 more than triple, it's time to recognize the potential benefits of active management over indexing.

Being smart about smart beta
NEWS RIAS MAR 12, 2015
Being smart about smart beta

<i>Breakfast with Benjamin</i>: Smart beta is here to stay, so you might as well try and figure out what the heck it is.

Obama's proposed budget lets unemployed workers drain their retirement savings
RETIREMENT RETIREMENT PLANNING MAR 11, 2015
Obama's proposed budget lets unemployed workers drain their retirement savings

<i>Breakfast with Benjamin</i>: The president's 2016 budget lets workers tap into their 401(k)s penalty-free once unemployment runs out.

Small cap stocks go large on dividend payouts
INVESTING EQUITIES MAR 10, 2015
Small cap stocks go large on dividend payouts

Emerging trend could change the way advisers view income and growth.

Strong dollar is keeping the markets on edge
INVESTING EQUITIES MAR 10, 2015
Strong dollar is keeping the markets on edge

<i>Breakfast with Benjamin</i>: The wicked-fast pace of the dollar's rise has markets on edge, with other currencies unable to adapt fast enough.

In rare move, Vanguard beefs up international exposure in target date funds
INVESTING EQUITIES MAR 10, 2015
In rare move, Vanguard beefs up international exposure in target date funds

Fund giant also plans to launch lower-cost institutional series to expand its market reach.

Maxing out a 401(k) doesn't mean you can't keep saving for retirement
INVESTING EQUITIES MAR 09, 2015
Maxing out a 401(k) doesn't mean you can't keep saving for retirement

<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.

Apple joining Dow could leave clients overexposed to tech giant
INVESTING EQUITIES MAR 09, 2015
Apple joining Dow could leave clients overexposed to tech giant

Blue chip barometer likely to get more volatile after the March 19 switch.