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Articles & Blog

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  2. Articles & Blog
1504, 2020

Your Investment Adviser’s Dirty Secret

By rickferri|April 15th, 2020|Categories: Investments|Tags: Advisers, Fees|

Investment complexity is job security to advisers who charge 1% in fees. Click to read> Living Well Magazine

1803, 2020

Coronavirus Sell-Off Presents Tax-Loss Harvesting Opportunity

By rickferri|March 18th, 2020|Categories: Investments, Strategy|Tags: Asset allocation, investments, taxes|

Tax-loss harvesting and security swapping makes lemonade out of a lemon investment. Click to read> Forbes.com

1603, 2020

Five Ways To Make Lemonade Out Of A Lemon Market

By rickferri|March 16th, 2020|Categories: Investments, Strategy|

The current pandemic will pass. What can you do today to make your financial situation better for the future? I provide five ideas on Forbes.com.

1010, 2019

Vanguard’s Impersonal Advisor Service

By rickferri|October 10th, 2019|Categories: Investments, Strategy|Tags: Asset allocation, Index Funds, Vanguard|

Vanguard is now working on a new program that cuts the cost further by taking out the Vanguard personal advisor. I call it their Impersonal Advisor Service, or IAS. Published on FORBES

406, 2019

You May Never See Your Grandchildren Again

By rickferri|June 4th, 2019|Categories: Industry, Investments|Tags: adviser, adviser fees, advisor, advisor fees, retirement|

Hawkers of financial products will say anything to get your money. This line is a new low. On my FORBES.COM blog.

106, 2019

Just Stand There!

By rickferri|June 1st, 2019|Categories: Investments, Markets, Strategy|Tags: Behavioral finance, investments, Market timing, portfolio management, Rick Ferri|

In an up and down market, the best strategy is to do nothing. Just stand there! on the Evidence-Based Investor blog.

2105, 2019

Six Steps to Staying the Course

By rickferri|May 21st, 2019|Categories: Index Funds, Investments, Markets, Strategy|Tags: Behavioral finance, discipline, Index Funds, low-cost advice, Rick Ferri|

Six ways to stay disciplined during a volatile market as published on the Evidence-Based Investor blog.

2005, 2019

Lies, Damned Lies, And Index Funds

By rickferri|May 20th, 2019|Categories: Index Funds, Investments, Strategy|Tags: ETFs, Index Funds, investments, low-cost|

Why do anti-indexing articles and statement get so much attention? My latest article on FORBES.COM

904, 2019

My 86-Year-Old Mother Is An Inadvertent Market Timer

By rickferri|April 9th, 2019|Categories: Investments, Strategy|Tags: ETFs, Index Funds, portfolio management|

My 86 year old mother wears the financial pants in the family and makes all the money decisions. Mom called out of the blue a while back to complain about her portfolio. She wanted an allocation change. Read this article on my FORBES.COM blog site.

2903, 2019

Move Over 1% Adviser Fee: Change Is Here!

By rickferri|March 29th, 2019|Categories: Industry, Strategy|Tags: adviser fees, advisor fees, low-cost advice|

The era of investment advisers collecting a sweet one percent fee or more from your investments every year may be coming to an end. See my article on Forbes.com.

2003, 2019

Is Now the Time for Active Investing to Make a Comeback?

By rickferri|March 20th, 2019|Categories: Index Funds, Investments, Markets|

HERE IS A LINK to the Wall Street Journal article by Rick Ferri (WSJ.com access may be required):

1601, 2019

My Tribute to John C. Bogle

By rickferri|January 16th, 2019|Categories: Industry, Investments, Markets|Tags: Bogle, Ferri, Indexing, Jack Bogle, John Bogle, Vanguard|

809, 2018

Why Bull Markets Are Dangerous

By rickferri|September 8th, 2018|Categories: Investments, Markets|Tags: Asset allocation, Index Funds, Market timing, mutual funds, Rick Ferri, valuation|

1008, 2018

6 Ideas for Lump Sum Investing

By rickferri|August 10th, 2018|Categories: Investments, Strategy|Tags: 401K, Asset allocation, ETFs, investing, IRA, lump sum, mutual funds, Rick Ferri, rollover|

1805, 2018

Fund Managers and the Illusion of Skill

By rickferri|May 18th, 2018|Categories: Investments, Strategy|Tags: active funds, Index Funds, investment fees, mutual funds, Rick Ferri|

1005, 2018

Forewarned Is Forearmed On Investment Expenses

By rickferri|May 10th, 2018|Categories: Investments|Tags: ETFs, Fund fees, investment expenses, mutual funds|

905, 2018

Passive Investing Is Power Investing

By rickferri|May 9th, 2018|Categories: Markets, Strategy|Tags: ETFs, Index Funds, interest rates, Market timing, Rick Ferri, valuation|

405, 2018

Six Rules to Disciplined Investing

By rickferri|May 4th, 2018|Categories: Strategy|Tags: Asset allocation, bear market, discipline, Market timing, strategy|

RICK FERRI, CFA

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