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
Displaying 3577 results
INVESTING ALTERNATIVES MAR 13, 2011
CFAs worry about derivatives

The disclosure and use of financial derivatives by financial firms is the biggest concern of the nation's leading financial analysts

INVESTING FIXED INCOME MAR 13, 2011
Advisers lead Treasury retreat

Financial advisers seem to have implemented Bill Gross' strategy before Bill Gross

RETIREMENT TAX MAR 11, 2011
Tax break? What tax break?

If taxpayers aren't jumping for joy over this year's Social Security tax reduction, it might be because they didn't even know that they were getting a tax break

INVESTING EQUITIES MAR 10, 2011
Post-stimulus, mid-caps won't be half bad

When the federal government starts weaning the economy off the various stimulus programs put in place after the financial crisis, one fund manager believes high-quality growth stocks once again will start leading the market.

INVESTING FIXED INCOME MAR 06, 2011
Hedging TIPS inflation bets

Investors flocking to Treasury inflation-protected securities may be in for a rude awakening when interest rates start to rise

REITs through the roof in 2010
INVESTING ALTERNATIVES MAR 03, 2011
REITs through the roof in 2010

Real estate investment trusts finished 2010 with a gain of nearly 28%, matching the stellar returns of 2009 and nearly double the performance of the S&P 500 last year.

Buy-and-hold is bunk, says Wealth Builders' Schreiber
NEWS INDUSTRY NEWS MAR 02, 2011
Buy-and-hold is bunk, says Wealth Builders' Schreiber

The portfolio manager says investors get squeamish when the during market drops, and often sell at big losses.

NEWS INDUSTRY NEWS FEB 24, 2011
Ex-Fairholme managers launch fund

Pitkowsky and Trauner unveil concentrated Goodhaven Fund; 'don't need to create an empire'

INVESTING FIXED INCOME FEB 24, 2011
Muni bond issuers are lax about reporting, study shows

The municipal bond market, already under a dark cloud due to rising risk levels, apparently has a pattern of lax financial reporting practices that could further elevate concerns about the market

Global bets sink hedge funds
INVESTING ALTERNATIVES FEB 22, 2011
Global bets sink hedge funds

Hedgies' performance badly trails that of S&P 500 in January