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Jeff Benjamin

Senior Columnist

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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

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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

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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

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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

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Health savings accounts becoming the new IRAs

Jul 6, 2017

Tax advantages lead to investing and the need for financial advice

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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

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

Jun 28, 2017

Sole proprietors have the hardest time with succession planning

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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

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

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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

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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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