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® 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 048: Rob Berger on free and cheap online investing tools, host Rick Ferri (26 July 2022)
Rob Berger is an investment technology guru. A litigation attorney in a previous life, Rob started Doughroller.net in 2007, an online community for people to improve their finances and build wea...
Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri (30 June 2022)
Episode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred.
Episode 046: Larry Swedroe and Ellen Quigley on ESG Investing, host Rick Ferri (30 May 2022)
Episode #46 features two guests who discuss Environmental, Social, and Governance (ESG) investing. The first guest is Lar...
Episode 045: Nick Gendron and Josh Barrickman on Total Bond Market Index Funds, host Rick Ferri (28 April 2022)
This episode features two guests who discuss total bond market investing. The first guest is Nick Gendron, Global Head...
Episode 044: Eric Balchunas on the Bogle Effect, host Rick Ferri (29 March 2022)
Eric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories ab...
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
References
- ↑ Bogleheads® forum topic: "Serious Money" book - Free download, Rick Ferri. Apr 14, 2019
External links
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