Tag: Investment Strategy
Metaphors, Markets & More: Don Bennyhoff’s 30-Year Perspective (Ep. 23)

Metaphors, Markets & More: Don Bennyhoff’s 30-Year Perspective (Ep. 23)

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In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Don Bennyhoff, founder of Bennyhoff & Co., a fractional CIO consulting firm. Don takes us through his 30+ year career in the financial services industry, including his time at Vanguard and his transition to life as an entrepreneur.

We also discuss:

  • how Don helped shape Vanguard’s ethos of thought leadership
  • insights on how advisors can add value beyond portfolio management
  • the art of using investment metaphors to simplify financial advice
  • Don’s experience launching Bennyhoff & Co.
  • how a personal passion, like fly fishing, mirrors financial strategy
  • …and more!

Join us for a thoughtful conversation filled with stories from Don’s past and his unique take on investing and behavioral coaching.

Topics:

  • (0:56) Meet Don Bennyhoff
  • (2:47) What’s for lunch? 
  • (3:15) Spinach salad du jour 
  • (5:06) Don’s background and career: Vanguard, Liberty Wealth, and Bennyhoff & Co
  • (10:11) Don’s experience with John Bogle
  • (16:12) Advice for investors during market downturns
  • (20:14) Don’s investing analogies 
  • (23:45) Applying Yogi Berra’s wisdom to investing strategies
  • (29:00) 60/40 portfolio discussion tied to financial goals and risk
  • (33:05) Bennyhoff & Co: Don’s move into entrepreneurship
  • (34:40) Time for our Play segment! 
  • (35:38) Dreams of being a professional baseball player
  • (36:49) His passion for Philly sports teams
  • (38:35) Don’s hobbies: fly fishing and spending time with grandkids
  • (40:27) Moment of gratitude
  • (41:04) Right place, right time 

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About our Guest: 

Don is the founder of Bennyhoff & Co., a fractional CIO consulting firm for growth-minded RIAs, family offices, endowments and foundations. He has worked in the financial services industry for over 30 years and is a Chartered Financial Analyst. He most recently served as chief investment officer and chairman of the investment committee at Liberty Wealth Advisors. 

In 2020, Don retired from Vanguard after nearly 23 years, where he worked as a senior investment strategist. Don was also a co-creator and co-author of Vanguard Advisor’s Alpha™ research, which is highly regarded in the financial services industry and plays a key role in shaping advisor best practices. Don is also an expert content creator, known for his market commentary, blogs and articles. He has published content in various media outlets including the Wall Street Journal, Barron’s, CNN, Market Watch, among others.

He is a father of four, a grandfather of three, and devoted husband. He also supports the fantastic efforts of the Teton Regional Land Trust, the Native Fish Coalition, and Reel Recovery.

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