Jeff Benjamin

Investment Insights: The Blogblog

Jeff Benjamin breaks down the game for advisers and clients.

Clintons jump through financial planning loopholes to dodge estate taxes they support

Plus: The Fed wants to add exit fees to bond funds, brokers are pouncing on 401(k) rollovers, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania is alive and well

Jun 17, 2014 @ 7:38 am

By Jeff Benjamin

  • Bill and Hillary Clinton write the book on how to shrink the size of an estate for tax-saving purposes. These are the same Clintons who support estate taxes for everyone else. Awkward. Financial planning strategies benefitting the top 1%

  • Commission-hungry brokers are pouncing on 401(k) rollovers. Good for them, but not so much for retirees. The IRA wild, wild west

  • Fed considers a double-whammy for bond fund investors: Exit fees to try and slow a rush to the exits. Not cool. Underscoring the risks in bond funds

  • U.S. banks are at risk of not meeting the new debt funding rules. Living stubbornly close to the edge. Wells Fargo, State Street, JPMorgan Chase are at or below minimum funding levels

  • As the stock market continues its charge toward new record highs, Congress holds hearings on the lack of investor confidence. Huh? Can't they find a better way to waste taxpayer money? Hoping for action and then hoping some more

  • The International Monetary Fund presents a critical outlook for the U.S. economy. Mohamed El-Erian breaks it down. The U.S. should heed IMF's advice

  • M&A mania has taken over the corporate world. Deal volume so far this year has already surpassed the full-year volume of the past six years. $785 billion and climbing


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