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Investment Analyst, Adviser and Author

Rick’s Services

Rick Ferri has done investors a great favor by collecting in one place the consistently overwhelming evidence that index funds keep beating active funds. The only remaining problem for ‘passive’ investing is the name. Why don’t we all agree on a single change and call indexing success investing?

-Charles D. Ellis on “The Power of Passive Investing”

Charles D. Ellis, bestselling author of Winning the Loser’s Game and The Elements of Investing

Latest Posts

809, 2018

Why Bull Markets Are Dangerous

By |September 8th, 2018|Categories: Investments, Markets|Tags: , , , , , |

This is a true story.. My 86-year old mother called out of the blue today to complain about one of her investments. "It’s not earning enough," she said. Her portfolio is composed of two funds: 50 percent in a US total market index fund and 50 percent in an intermediate-term bond index fund. She has [...]

1008, 2018

6 Ideas for Lump Sum Investing

By |August 10th, 2018|Categories: Investments, Strategy|Tags: , , , , , , , , |

You’ve just received a lump sum of cash. Perhaps it was from a rollover retirement account, the sale of assets, or an inheritance. Now what do you do? Your first thought may be to spend it. That’s always an option – and probably the most fun option. The less-fun decision is to invest it. This [...]

1805, 2018

Fund Managers and the Illusion of Skill

By |May 18th, 2018|Categories: Investments, Strategy|Tags: , , , , |

Mutual fund rating services divide mutual funds into categories based on their investment style. This helps investors compare the performance of one style to another and helps them compare the performance of individual funds in a particular style. While useful in many ways, this methodology can also create the illusion of superior performance when none [...]

1005, 2018

Forewarned Is Forearmed On Investment Expenses

By |May 10th, 2018|Categories: Investments|Tags: , , , |

“Ignorance is bliss,” or so the saying goes. Unfortunately, as it applies to Wall Street, that bliss is more likely to go to those preying on investors’ ignorance than by those who remain financially naïve. That’s why it’s so important for investors to arm themselves with understanding, at least of the financial basics. For example, here’s one [...]

905, 2018

Passive Investing Is Power Investing

By |May 9th, 2018|Categories: Markets, Strategy|Tags: , , , , , |

The Feds may or may not raise interest rates again in 2018. Europe's economy may or may not recover anytime soon. A correction may come that causes some investors to panic and others to benefit from the dip. It’s business as usual in the markets, with the usual mixed messages tempting individual investors into trying [...]

405, 2018

Six Rules to Disciplined Investing

By |May 4th, 2018|Categories: Strategy|Tags: , , , , |

Investment discipline isn’t easy. Despite best intentions and claims to the contrary, many investors chase performance, react emotionally to market moods, and generally incur far more trading costs than good discipline would suggest. Even when there is a long-term plan in place, if it’s not followed, the plan is useless. Over the years, I’ve seen [...]

Whitepaper: A Case For Index Fund Portfolios (Winner of the S&P Dow Jones Indices Third Annual SPIVA Award)

The success of index investing in individual asset class categories has been widely documented; however, surprisingly little research is available that compares the performance of diversified...

A few of Rick’s notable achievements

  • Three decades of experience as a financial adviser and a recognized champion for quality in the adviser industry.

  • A pioneer in low-fee investment advice and portfolio management using ETFs and index funds.

  • Master of Science in Finance from Walsh College and a CFA Charterholder; former adjunct professor at Walsh.

  • Authored 6 investment books and hundreds of articles. Published in Forbes, The Wall Street Journal, and several professional journals.

  • Co-authored a research paper on index investing that won the S&P Dow Jones Indices 3rd Annual SPIVA Award.

  • 20 years of service in the US Marine Corps on active duty and reserves, now retired.

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