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 (Amazon.com)
Any purchases made at Amazon.com will result in a small referral fee for us. It does not cost you anything extra.
Podcast
Bogleheads on Investing podcast
RSS feed
Episode 003: Bogleheads On Investing - guest Jonathan Clements, host Rick Ferri (06 November 2018)
Jonathan Clements is the founder and editor of HumbleDollar. During Jonathan's long career as a financial writer he has worked for Euromoney, Forbes,...
Episode 002: Bogleheads On Investing - guest Dr. David Blitzer, host Rick Ferri (05 October 2018)
Episode 2 of Bogleheads on Investing features an insightful interview with Dr. David Blitzer, Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) w...
Episode 001: Bogleheads On Investing - guest John C. Bogle, host Rick Ferri (14 September 2018)
This fascinating podcast covers 65 years of John C. Bogle's life - from the early 1950s as a student at Princeton through today. The...
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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