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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Janet Yellen faces off with the 'Greenspan trap'
INVESTING FIXED INCOME SEP 16, 2015
Janet Yellen faces off with the 'Greenspan trap'

<i>Breakfast with Benjamin</i> To hike interest rates or not to hike, and how to avoid the 'Greenspan trap.'

Deutsche Bank say the Fed should not raise rates
INVESTING EQUITIES SEP 16, 2015
Deutsche Bank say the Fed should not raise rates

<i>Breakfast with Benjamin</i>: Deutsche Bank lays out seven reasons why the Fed won't raise rates next week.

INVESTING EQUITIES SEP 14, 2015
A bucket strategy for retirement

<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes

Smart-beta upstart goes after the big boys wielding lower fees as a weapon
INVESTING EQUITIES SEP 11, 2015
Smart-beta upstart goes after the big boys wielding lower fees as a weapon

Equal-weighted exposure to the S&amp;P 500 for 30 basis points.

INVESTING EQUITIES SEP 10, 2015
It's decision week for Federal Reserve: Will they raise rates?

<i>Breakfast with Benjamin:</i> Do Janet Yellen and her partners on the Federal Reserve Board know what they're going to do with interest rates?

The futures market still isn't buying into a Fed rate hike
INVESTING EQUITIES SEP 10, 2015
The futures market still isn't buying into a Fed rate hike

<i>Breakfast with Benjamin</i>: Economists are leaning toward a rate hike, but the futures market begs to differ.

Buy-and-hold strategy tested by market volatility
INVESTING EQUITIES SEP 10, 2015
Buy-and-hold strategy tested by market volatility

Fighting the temptation to try and time the market pays off in the long run.

Muni bonds are poised to shine as rates move higher
INVESTING ETFS SEP 10, 2015
Muni bonds are poised to shine as rates move higher

Tax-exempt category is actually benefiting from the dark cloud hanging over it.

Advisers scramble to head off sticker shock from clients over ugly August account statements
INVESTING EQUITIES SEP 08, 2015
Advisers scramble to head off sticker shock from clients over ugly August account statements

As stocks continue to slide, advisers scramble to head off sticker shock from clients over ugly August account statements.

Pimco minus Bill Gross equals outflows
NEWS RIAS SEP 04, 2015
Pimco minus Bill Gross equals outflows

<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.