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 DEC 17, 2013
Fed tapering could catch junk bond investors off guard

Plus: Looking for weakness in the Volcker rule, the case for stocks in 2014, the upside of market bubbles, and what the heck Elizabeth Warren is up to now?

NEWS INDUSTRY NEWS DEC 16, 2013
Low volatility strategy looks like a stock, works like a bond

The portfolio is made up of mostly non-U.S. dividend-paying equities and preferred stocks. And those individual positions are hedged with broad market put options.

INVESTING EQUITIES DEC 11, 2013
Longtime Vanguard portfolio manager Granahan set to step back

Portfolio manager still plans to do corporate analysis, study astronomy.

INVESTING MUTUAL FUNDS DEC 11, 2013
Fact of life: Funds come and go but advisers can't lose track

The fact is, mutual funds come and go. And they come and go often, which is a reality that financial advisers should not only be aware of, but should be watching for lest their clients are left holding the bag of heavy tax and transaction consequences.

Not too late to hop on stocks, says RidgeWorth's Sansoterra
INVESTING EQUITIES DEC 11, 2013
Not too late to hop on stocks, says RidgeWorth's Sansoterra

Plenty of legs left in equity rally; companies flush with cash

INVESTING EQUITIES DEC 10, 2013
Big banks feel the heat from religious investor groups

Friday's breakfast is served: Big banks feel the heat from religious investor groups; Deutsche Bank settles with Finra; the housing recovery's recovery and Jamie Dimon's wacky holiday card

YOUR PRACTICE PRACTICE MANAGEMENT DEC 10, 2013
The Dow is getting dicey at levels reminiscent of 2000, 2007 peaks

Breakfast with Benjamin: The Dow is getting dicey at these heights. Plus: Lawyers get rich on Madoff's mess, Volcker rule cuts prop trading, retirement back-up plans, and rich folks are spending less this holiday season.

NEWS INDUSTRY NEWS DEC 10, 2013
Funds come and go but investors can't lose track

Important to keep a close eye out for closings and mergers, lest you are left holding the bag

NEWS INDUSTRY NEWS DEC 04, 2013
All eyes focused on the last jobs report of '13

Breakfast with Benjamin: Watching the last jobs report of the year, plus Vanguard as the Wal-Mart of ETFs, retailers show early weakness, shrinking health care jobs, Deutsche Bank abandons commodities trading, and unions pay fast food protesters.

INVESTING EQUITIES DEC 04, 2013
Look out below: T. Rowe Price warns of correction in the New Year

Today's Breakfast with Benjamin: T. Rowe Price warns of correction, Deutsche Bank bans chat rooms, the first-ever hedge fund ad debuts, big banks sweating over the looming Volcker rule, and EU Commission levies heavy fine for rate rigging.