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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In target date funds, performance starts to trump risk management as assets balloon
INVESTING EQUITIES FEB 12, 2015
In target date funds, performance starts to trump risk management as assets balloon

Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons

Alternatives are earning their keep in 2015
INVESTING EQUITIES FEB 12, 2015
Alternatives are earning their keep in 2015

The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.

Longer life expectancies are killing pension funds
RETIREMENT RETIREMENT PLANNING FEB 11, 2015
Longer life expectancies are killing pension funds

<i>Breakfast with Benjamin</i>: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid

Pimco Total Return Fund drops another $11.6B even with decent performance
INVESTING EQUITIES FEB 10, 2015
Pimco Total Return Fund drops another $11.6B even with decent performance

<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.

INVESTING EQUITIES FEB 10, 2015
When underperforming the S&P 500 is a good thing

Matching the index last year would have involved too much risk.

Hedge fund managers testing the social media waters
INVESTING ALTERNATIVES FEB 10, 2015
Hedge fund managers testing the social media waters

Lifted advertising ban and pressure from liquid alts drive secretive managers into the open.

Taxes might not be the main reason U.S. companies are relocating overseas
RETIREMENT RETIREMENT PLANNING FEB 09, 2015
Taxes might not be the main reason U.S. companies are relocating overseas

<i>Breakfast with Benjamin</i>: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.

Art investors in a tizzy over a flood of Picassos
INVESTING EQUITIES FEB 09, 2015
Art investors in a tizzy over a flood of Picassos

<i>Breakfast with Benjamin</i>: Thousands of paintings by Pablo Picasso might be about to hit the market. Plus: Where to start to get a million bucks in your 401(k), never assume when it comes to retirement saving, and how Obama's budget targets big banks.

Is underperforming the S&P 500 ever a good thing?
NEWS INDUSTRY NEWS FEB 06, 2015
Is underperforming the S&P 500 ever a good thing?

Matching the index last year could have involved too much risk.

Low mutual fund cash levels not telling the whole story
INVESTING EQUITIES FEB 06, 2015
Low mutual fund cash levels not telling the whole story

Finding precious few opportunities, some active portfolio managers are sitting on big piles of cash