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 MAY 04, 2014
The markets are set to open with frayed nerves

<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.

ETFS MAY 03, 2014
Ready or not, mutual funds, active ETFs set to take off

Transparency a minor issue, says RevenueShares' Vince Lowry

EQUITIES MAY 02, 2014
Yellen takes another stab at offering clarity on Fed policy without jarring the markets

<i>Breakfast with Benjamin:</i> Can Janet Yellen and her Federal Reserve colleagues avoid roiling the markets? Plus: Visa and MasterCard tighten screws on Russian banks, bond ladders get snubbed by a fan of bond barbells, checking the math on alternative-investment performance, and the momentum-stock nosedive is real.

EQUITIES MAY 02, 2014
Global markets start to realize the risks of Russia's move into Ukraine

<i>Friday's menu:</i> Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.

EQUITIES MAY 02, 2014
As Ukraine heats up, Obama “tees up” more sanctions, and the market turns a blind eye

<i>Breakfast with Benjamin:</i> Obama tees up more sanctions. Plus: Financial pros warn against ignoring Ukraine's significance, the housing market is being hurt by basement dwellers, epic Medicare fraud, safe investment bets surprise in 2014, and $1 million saved for retirement is now considered a good start.

EMERGING MARKETS MAY 02, 2014
The Ukrainian hornet's nest: Advisers wary of touching it

Navigating an investment portfolio around Russia's increasingly aggressive move into Ukraine will not be easy, but there's no excuse for ignoring the potential risks &amp;mdash; and maybe a opportunities &amp;mdash; linked to the turmoil.

FIXED INCOME MAY 01, 2014
Small fund nimble enough to navigate the edges of fixed income

Leader Total Return Fund manager goes off the beaten path to make nimble bets on market and rate patterns.

FIXED INCOME MAY 01, 2014
Worried about stocks? High-yield bonds have room to run

Take Five with BlackRock's James Keenan, who says risks to the asset class include central bank policy.

ALTERNATIVES MAY 01, 2014
An alternative bond strategy that contains no bonds

&#8220;The best hedge of a stock portfolio is something that by design moves in the opposite direction of the stock market,&#8221; says Sungarden's Isbitts

EQUITIES APR 30, 2014
Sugar-coating the data to downplay retirement-income challenges

<i>Breakfast with Benjamin:</i> Sugar-coating data to downplay retirement-income challenges. Plus: Simplified Fed-speak, ETFs continue to threaten active management, leveraged-loan fund investors hit the bricks, and there are still undervalued stocks worth considering.