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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EQUITIES SEP 17, 2014
A user's guide to this week's "Fedspeak"

On this morning's <i>Breakfast with Benjamin</i> menu, a guide to the Fed's upcoming comments, Calpers sends hedge funds out to pasture, getting on the stock-split bandwagon, and more.

EQUITIES SEP 17, 2014
Markets wait on the Fed's next move

<i>Breakfast with Benjamin:</i> Investors are waiting for Janet Yellen and the Fed to pull the trigger on rates. Plus: Buying Alibaba via ETFs; S&amp;P and Nasdaq stocks start to separate; hedge funds ride the wave; and annuity product sales hitting double digits.

EQUITIES SEP 16, 2014
Fed decides to hold tight on rates, and advisers react

The Federal Reserve decides to hold tight on interest rates, and advisers are reacting accordingly.

EQUITIES SEP 16, 2014
Central bankers are pushing the whole world into stocks

On today's <i>Breakfast with Benjamin</i> menu: Low rates around the world is pushing everyone into stocks. Plus: Where to work if you want a big fat 401(k); the German bund flirts with a negative yield; Australia becomes the new junk-bond haven; and how not to be a horrible boss.

ETFS SEP 15, 2014
Are active ETFs finally growing in popularity?

The industry blames transparency concerns for a lack of active ETFs, but others aren't so sure

RIA NEWS SEP 14, 2014
Charitable giving gets a boost from wealthy donors

A new study from U.S. Trust reveals that a record 98.4% of wealthy households donated to charity last year.

RETIREMENT PLANNING SEP 14, 2014
Record giving by the wealthy boosts charity

Almost 100% of wealthy households donated to charity last year, according to U.S. Trust. Education tops the list of causes.

EQUITIES SEP 12, 2014
Biotechs riding high as Ebola diagnosed in the U.S.

<i>Breakfast with Benjamin:</i> Biotechs riding high. Plus: Reading into the market's Halloween indicator, J.P. Morgan steps in another MBS mess, Ford looks like a preview of things to come for stocks, and investing like rich folks, even if you aren't rich yet.

EQUITIES SEP 08, 2014
Adviser uses a bond ladder in his own IRA, believes 'safety trumps yield'

Uses Treasury strips for tax purposes, holds stocks inside his Roth IRA, which is also a good tax strategy.

EQUITIES SEP 08, 2014
This adviser loves stocks, hates bonds

Creative Financial Design's Theodore Feight shares his portfolio