Rick Ferri
| Rick Ferri | |
|---|---|
 Photo by Paul (sddiehard) | |
| Nationality | American |
| Alma mater | Walsh College |
| Occupation | Retired founder of a registered investment adviser (RIA) firm |
| Notable work |
All About Asset Allocation, The Power of Passive Investing |
Rick Ferri is a Bogleheads® reading list author.
My career in the investment adviser industry offers a remarkable history of empowering people to achieve ambitious goals with passive investments. In 1999, I founded a Registered Investment Adviser (RIA) firm. Prior to that, I gained 10 years of experience as an adviser in the brokerage industry where I was an early adopter of index funds and ETFs. I became a champion for low fee investing in the RIA industry. Dedicated to sharing best practices while leveraging in depth knowledge of markets, strategies, and portfolio growth techniques.
A few notable achievements include:
- I hold a Master of Science in Finance from Walsh College and I'm a CFA Charterholder.
- I have authored 6 books and hundreds of articles on investing.
- Became a Forbes.com and Wall Street Journal columnist.
- Coauthored a white paper that won the S&P Dow Jones Indices' 3rd Annual SPIVA Award for a research report.
Now I spend my time traveling and writing. Thank you all!
— Rick Ferri
Books
- All About Index Funds: The Easy Way to Get Started (Google books or Amazon.com)
- All About Asset Allocation (Amazon.com)
- Bogleheads' Guide to Retirement Planning, Rick Ferri is a co-editor of this Bogleheads community-authored book (Google books, ISBN 978047045557-9, or Amazon.com)
- The ETF Book: All You Need to Know About Exchange-Traded Funds (Google books or Amazon.com)
- The Power of Passive Investing: More Wealth with Less Work (ISBN 978-0470592205 or Amazon.com)
- Protecting Your Wealth In Good Times and Bad (Google books (temporarily out of print) or Amazon.com Kindle)
- Serious Money: Straight Talk about Investing for Retirement (Free download)[1]
Bogleheads.org is an Amazon Associate and may earn from qualifying purchases made through Amazon.com.
Podcast
Bogleheads on Investing podcast
RSS feed
Episode 019: Dr. Jim Dahle, host Rick Ferri (05 March 2020)
James M. Dahle, M.D., FACEP, is a full-time emergency room doctor, entrepreneur, writer, speaker, father, and is an inspiration to thousands of young doctors, dentists, lawyers, and other profes...
Episode 018: Paul Merriman, host Rick Ferri (01 February 2020)
Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and ac...
Episode 017: Joe Davis, host Rick Ferri (29 December 2019)
Joseph "Joe" Davis, Ph.D., is a principal and Vanguard's global chief economist. He i...
Episode 016: Sheryl Garrett, host Rick Ferri (08 December 2019)
My guest in December will be Sheryl Garrett, CFP, the founder of the Episode 015: Eric Balchunas, host Rick Ferri (08 November 2019)
Eric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories a...
This podcast is also available on iTunes, Stitcher, and Google Play Music (login required).
Video
Rick Ferri discusses his book, The Power of Passive Investing, with Morningstar.
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 Ferri: The Power of Passive Investing
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References
- ↑ Bogleheads® forum topic: "Serious Money" book - Free download, Rick Ferri. Apr 14, 2019
External links
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