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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How to play the new volatility
NEWS INDUSTRY NEWS MAY 13, 2010
How to play the new volatility

There's a rollercoaster on Wall Street right now. And it's making retail investors and financial advisers downright queasy. But to one money manager, short-term stock market volatility represents pure opportunity.

INVESTING MUTUAL FUNDS MAY 13, 2010
Tax-loss overhangs allow investors to benefit from 2008 downturn

Embedded capital losses, which represent a combination of realized and unrealized losses, offer a rare opportunity for mutual fund investors in taxable accounts.

When will the job picture improve? Stiglitz offers bleak prediction
NEWS INDUSTRY NEWS MAY 12, 2010
When will the job picture improve? Stiglitz offers bleak prediction

With the dollar losing the 'negative beauty show' to the euro, the Nobel laureate doesn't see the job picture improving until the middle of the decade

INVESTING MUTUAL FUNDS MAY 12, 2010
First-ever retail MLP funds hit market

SteelPath Fund Advisors today launched three mutual funds that invest in master limited partnerships, the first of their kind allowing retail investors to gain access to the MLP universe.

NEWS INDUSTRY NEWS MAY 11, 2010
Advisers scramble to calm clients after market suffers big drop

Thursday's stock market whipsaw sent many financial advisers into client management mode — fielding calls and sending out soothing e-mails as the Dow Jones Industrial Average briefly tested a record 1,000-point drop.

NEWS INDUSTRY NEWS MAY 11, 2010
Sparked by a trading error, volatility returns

The stampede to the exits on Thursday illustrated to financial advisers and market strategists just how skittish investors have become, and especially how frightened they are about the instability of the European economy.

NEWS INDUSTRY NEWS MAY 05, 2010
Volatility expert wins NAAIM research award

Research paper details several methods for predicting volatility to specify levels of leverage that can increase performance with less risk

INVESTING MUTUAL FUNDS MAY 03, 2010
ICI extends reach with global launch

London calling: Fund advocacy group sets up international body in the U.K.

INVESTING MUTUAL FUNDS APR 29, 2010
Amid bank carnage, vultures are a good bet, says Burnham's Schutz

Banks with strong balance sheets are flying lazy circles over weaker rivals. And with 700 banks on the FDIC's worry list, there's plenty of stragglers to go after

S&P: Two sectors (and three fund picks) for a rising-interest-rate environment
INVESTING EQUITIES APR 26, 2010
S&P: Two sectors (and three fund picks) for a rising-interest-rate environment

Whenever the Board of Governors of the Federal Reserve System decides to start raising interest rates, investors should look to the technology and health care sectors as the biggest likely beneficiaries, according to new research from Standard & Poor's Financial Services LLC.