Rick Ferri

Rick Ferri
Photo by Paul (sddiehard)
Nationality	American
Alma mater	Walsh College
Occupation	Retired founder of a registered investment adviser (RIA) firm
Known for	Investing
Notable work	All About Asset Allocation, The Power of Passive Investing

Rick Ferri is a bogleheads.org 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. January 12, 2007. ISBN 978-0-07-148492-3.
• All About Asset Allocation. July 12, 2010. ISBN 978-0-07-170078-8.
• Bogleheads' Guide to Retirement Planning. October 5, 2009. ISBN 978-0-470-45557-9. Rick Ferri is a co-editor of this Bogleheads community-authored book.
• The ETF Book: All You Need to Know About Exchange-Traded Funds. December 4, 2007. ISBN 978-0-470-13063-6.
• The Power of Passive Investing: More Wealth with Less Work. December 7, 2010. ISBN 978-0-470-59220-5.
• Protecting Your Wealth In Good Times and Bad. April 18, 2003. ISBN 978-0-07-140817-2.
• Serious Money: Straight Talk about Investing for Retirement (Free download)

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Podcast

Bogleheads on Investing podcast RSS feed

Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri (25 February 2025)

Mike Piper is a CPA, author, and adviser. He has written several concise books dealing with various financial topics, including taxes, Social Security, estate planning, and other financial planning...

Episode 78, Carola Binder, author of Shock Values: Prices and Inflation in American Democracy, host Rick Ferri (17 January 2025)

My guest on Episode 78 is Carola Binder, an associate professor of economics at the University of Texas at Austin and a fellow at the Hutchins Center on Fiscal and Monetary Policy. She is also a re...

Episode 77: Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri (19 December 2024)

Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University,  where he teaches corporate finance and equity valuation. He is known in the investment industry a...

Episode 76: Meir Statman talks about his new book, A Wealth of Well-Being, host Rick Ferri (29 November 2024)

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara. His research focuses on behavioral finance as he attempts to understand how investors and managers make financial decisions and...

Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri (19 October 2024)

Jason Zweig is a well-known personal finance journalist, author, and a long-time friend of the Bogleheads.

 

Jason became a columnist for The Wall Street Journal in 2008, and before that, he was 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.

The discussion on Morningstar: The Power of Passive Investing

External links

• Core-4®