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Jeff Benjamin

Senior Columnist

Jeff Benjaminhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=JBENJAMIN&maxw=220&cci_ts=20170722124518

Jeff Benjamin writes InvestmentNews’ bi-weekly On Investing column. He also writes stories related to investments, the economy and the markets. An avid golfer and fisherman, Jeff is a self-professed investment nerd "just trying to make a difference and get paid for it."

Recent Articles


Redoing the math on a 4% retirement withdrawal rate

Jul 19, 2017

Given the current interest-rate environment and other factors, advisers disagree about whether the number is too conservative or not conservative enough


Advisers bracing for Fed's unprecedented bond sale

Jul 17, 2017

Effects from winding down a large portion of the Federal Reserve's record $4.5 trillion portfolio are expected to ripple across financial markets


Buffett's $9 billion purchase shines new light on utility sector

Jul 7, 2017

The acquisition is a vote of confidence in the utility sector's ability to deliver a steady, predictable flow of income

Health car medical retirement money-Main

Health savings accounts becoming the new IRAs

Jul 6, 2017

Tax advantages lead to investing and the need for financial advice


Rising rates increase the appeal of lump-sum pension payouts

Jul 5, 2017

Financial advisers will need to become fluent in pension math to properly guide clients


RIAs must confront the emotional side of letting go of their business

Jun 28, 2017

Sole proprietors have the hardest time with succession planning


Despite leaner budgets, SEC's Clayton anticipates a 5% increase in adviser exams next year

Jun 27, 2017

SEC chairman acknowledged that tighter budgets would require increased efficiencies to meet examination goals


Military benefit allows widows to put $500K into Roth IRA at once

Jun 26, 2017

The HEART Act permits rolling all or part of life-insurance and combat-related-fatality payouts directly into the tax-free retirement plan, but few take advantage


New military pension rules need financial advisers to step up and serve

Jun 23, 2017

Matching defined contribution plan expected to see more money, more need for sound advice

Robo head

Vanguard rides robo-advice wave to $65B in assets

Jun 20, 2017

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch

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