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 ALTERNATIVES SEP 23, 2010
REIT index gains 13% in 3Q

Access to the public-equity and debt markets continues to boost performance among real estate investment trusts, according to the latest report from the National Association of Real Estate Investment Trusts.

NEWS RIAS SEP 22, 2010
Westwood Holding Group to buy McCarthy Group Advisors

Westwood Holdings Group Inc. Ticker:(WHG) today announced that it has reached an agreement to acquire McCarthy Group Advisors LLC in a deal that is expected to close by the end of the year.

INVESTING EMERGING MARKETS SEP 14, 2010
Rethinking risk

Although the run-up in emerging-markets debt may seem a little long in the tooth, a good case can still be made for purchasing these bonds.

INVESTING ALTERNATIVES SEP 07, 2010
Altegris Advisors launches actively managed futures fund

Altegris Advisors LLC is looking to tap into the growing demand for managed- futures investing with its own actively managed fund, Altegris Managed Futures Strategy Fund Ticker:(MFTAX).

NEWS INDUSTRY NEWS AUG 30, 2010
Stocks look cheap vs. bonds, says Perkins

Relative to the low yields of bonds, the stock market is attractively valued, according to Tom Perkins, manager of the $81 million Perkins Large Cap Value Fund Ticker:(JAPIX) and the $12.4 billion Perkins Mid Cap Value Fund Ticker:(JMVAX).

NEWS INDUSTRY NEWS AUG 25, 2010
Market sweet spot? Mid-caps, says Baron Opportunity's Lippert

Fund manager concentrates on a handful of broad themes that are generally applied to midsize companies – that is, businesses with market capitalizations between $1 billion and $10 billion.

NEWS INDUSTRY NEWS AUG 25, 2010
Will expiration of Bush-era tax cuts derail dividends?

The looming expiration of the Bush-era tax cuts could throw a wrench into some dividend-investing strategies, according to Henry Sanders, manager of the $230 million Aston/River Road Dividend All Cap Value Fund Ticker:(ARDEX).

NEWS INDUSTRY NEWS AUG 17, 2010
Destination, deflation?

By some measures, deflation in the United States is no longer a question of if, but for how long and how deep.

NEWS REGULATION AND LEGISLATION AUG 15, 2010
Financial reform bodes well for TruPS

One likely outcome of the Dodd-Frank financial-reform legislation is that it will rally the TruPS.

INVESTING MUTUAL FUNDS AUG 11, 2010
Flash crash aftermath? Mutual funds hardly hit

The recent turbulence in global stock markets prompted just a small portion of mutual fund investors to pull out of stocks in May, according to research firm Strategic Insight.