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 EMERGING MARKETS MAY 02, 2014
The Ukrainian hornet's nest: Advisers wary of touching it

Navigating an investment portfolio around Russia's increasingly aggressive move into Ukraine will not be easy, but there's no excuse for ignoring the potential risks — and maybe a opportunities — linked to the turmoil.

INVESTING FIXED INCOME MAY 01, 2014
Small fund nimble enough to navigate the edges of fixed income

Leader Total Return Fund manager goes off the beaten path to make nimble bets on market and rate patterns.

INVESTING FIXED INCOME MAY 01, 2014
Worried about stocks? High-yield bonds have room to run

Take Five with BlackRock's James Keenan, who says risks to the asset class include central bank policy.

INVESTING ALTERNATIVES MAY 01, 2014
An alternative bond strategy that contains no bonds

“The best hedge of a stock portfolio is something that by design moves in the opposite direction of the stock market,” says Sungarden's Isbitts

INVESTING EQUITIES APR 30, 2014
Sugar-coating the data to downplay retirement-income challenges

<i>Breakfast with Benjamin:</i> Sugar-coating data to downplay retirement-income challenges. Plus: Simplified Fed-speak, ETFs continue to threaten active management, leveraged-loan fund investors hit the bricks, and there are still undervalued stocks worth considering.

INVESTING ALTERNATIVES APR 29, 2014
The perfect storm: Why alts make sense

High equity prices, low bond yields and geopolitical risk are all leading to new popularity for this once-shunned allocation. Find out how more portfolio strategists are moving away from the traditional 60/40 split.

INVESTING ALTERNATIVES APR 29, 2014
Alternative investing program targets advisers looking to diversify

Timing of new certification training couldn't be better with stocks at highs and rates set to climb.

INVESTING EQUITIES APR 27, 2014
Sell in May and go away?

<i>Breakfast with Benjamin:</i> Time to sell stocks? Plus: All you need to know about the Fed's policy decision today, lessons from a Texas-size bankruptcy, lingering effects of the polar vortex, a social media darling trips up, and the latest on Rep. Dave Camp's tax reform plan.

INVESTING EQUITIES APR 27, 2014
Volatility chiller

<i>Breakfast with Benjamin:</i> Rate clarity from Janet Yellen and the Fed this week could chill volatility. Plus: Someone doesn't like small caps, <i>IN</i>'s big independent broker-dealer report is out, determining what airline to fly, a new cybersecurity warning and two popes are now saints.

INVESTING EQUITIES APR 25, 2014
Information of the macroeconomic kind driving investment strategy

New offering from hedge fund manager AQR seeks to exploit lag between news and market reaction