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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Defying market logic, small-cap funds ride the strong dollar to beat large caps
INVESTING EQUITIES JUN 09, 2015
Defying market logic, small-cap funds ride the strong dollar to beat large caps

Some advisers are getting in on the rally, but others are staying diversified.

The next big worry is that the Fed already missed its chance to raise rates
INVESTING EQUITIES JUN 08, 2015
The next big worry is that the Fed already missed its chance to raise rates

<i>Breakfast with Benjamin</i>: More Fed handwringing is coming, as concern that the Fed already missed its chance to raise rates persists.

Investors shouldn't overlook small-cap stock funds' outperformance
NEWS INDUSTRY NEWS JUN 08, 2015
Investors shouldn't overlook small-cap stock funds' outperformance

Some investors have gotten in on the small-cap equities rally, but others are underweight or missing out altogether.

Financial advisers are putting ETFs in the driver's seat
INVESTING EQUITIES JUN 05, 2015
Financial advisers are putting ETFs in the driver's seat

Mutual fund popularity fades as the bull market lives on.

Stock buybacks, now propping up the market, could become a victim of rising interest rates
INVESTING EQUITIES JUN 05, 2015
Stock buybacks, now propping up the market, could become a victim of rising interest rates

The end of aggressive repurchase plans could be the end of the market's run.

The no-growth first quarter doesn't take a rate hike off the table
INVESTING EQUITIES JUN 04, 2015
The no-growth first quarter doesn't take a rate hike off the table

Still blaming the weather and the strong dollar for the economy's sluggishness, advisers see Fed Chairwoman Yellen in a pickle.

INVESTING MUTUAL FUNDS JUN 02, 2015
Investors are giving up on timing a rate hike and dumping funds

<i>Breakfast with Benjamin:</i> Investors had been loading up on certain mutual funds with the expectation that the Federal Reserve would raise interest rates. But tired of trying to time that move, they're now dumping these perfectly good funds.

INVESTING FIXED INCOME MAY 29, 2015
The other thing keeping bond investors awake at night

<i>Breakfast with Benjamin:</i> There is something else fixed income investors need to worry about, if a Fed rate hike weren't enough, and Wall Street is sounding the alarm.

INVESTING EQUITIES MAY 29, 2015
Not so fast on the interest rate hike

<i>Breakfast with Benjamin:</i> One Fed governor says the economy isn't moving in the right direction to support a rate hike (even though factories in the U.S. are expanding).

INVESTING EQUITIES MAY 29, 2015
June gloom looms for stocks: A buying opportunity?

<i>Breakfast with Benjamin:</i> June has been a bad month for stocks and this year looks to continue the pattern. So should you buy any dips?