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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INVESTING MUTUAL FUNDS MAY 01, 2011
Ship has sailed on QE2, analyst says

With the expiration of the second round of quantitative easing scheduled for next month, investors shouldn't assume that the fixed-income markets will respond as they did at the expiration of the first round

Shellshocked Gen Y X-ing off stocks
YOUR PRACTICE PRACTICE MANAGEMENT APR 29, 2011
Shellshocked Gen Y X-ing off stocks

Principal concern is protecting principal; taking a page from their grandparents

Info on closed-end funds scarce – but advisers hawking them anyway
NEWS INDUSTRY NEWS APR 29, 2011
Info on closed-end funds scarce – but advisers hawking them anyway

Close to half of advisers who recommend closed end mutual funds to their clients admit that research on most of the funds is 'inadequate.' This is not exactly a confidence-builder.

Oil rocketing Russia to top of fund manager's picks
INVESTING EMERGING MARKETS APR 25, 2011
Oil rocketing Russia to top of fund manager's picks

Milev says rise in price of crude boosting country to No. 1 choice among emerging European markets

INVESTING MUTUAL FUNDS APR 22, 2011
Ex-Fairholme managers launch fund

Portfolio manager is long optimism with equity fund
INVESTING EQUITIES APR 22, 2011
Portfolio manager is long optimism with equity fund

Dale Harvey of Poplar Forest Partners prefers cheap and out-of-favor stocks

YOUR PRACTICE PRACTICE MANAGEMENT APR 19, 2011
Lending to small businesses back to normal: Survey

It's taken over three years, but loan approvals for small businesses are back to pre-crisis levels.

Advisers rate Obama's performance – and it's not pretty
NEWS REGULATION AND LEGISLATION APR 19, 2011
Advisers rate Obama's performance – and it's not pretty

Independent financial advisers slam his economic policies; Reagan still the man

INVESTING ETFS APR 18, 2011
Look before leaping into commodity ETFs

As much of the world frantically adjusts to rising commodities prices, this might seem like a good time to jump into one of the many commodity-based exchange-traded funds introduced over the past several years

INVESTING MUTUAL FUNDS APR 10, 2011
Guess what? Buy-and-hold works

If an investor can hang on during short-term periods of underperformance, it turns out the old buy-and-hold argument for well-managed mutual funds may be right after all. That's one of the key take-aways of research conducted by Robert W. Baird & Co. Inc.