Rick Ferri
Founder of Portfolio Solutions; hourly-fee index-fund adviser; former president of the John C. Bogle Center for Financial Literacy
A well-regarded practitioner and popularizer of low-cost index portfolios whose books matter mainly within the Boglehead / passive-advice world.
7 books of their own · 19 articles
Books they wrote 7
Letters
Ferri ran separate accounts at Portfolio Solutions for individual clients and now advises hourly, so there is no shareholder- or client-letter archive; the client communications were individual. His own site's Articles & Blog page is the index of his public writing and links out to the outlets that carried it, mainly his Forbes.com column at forbes.com/sites/rickferri, plus the Wall Street Journal, The Evidence-Based Investor and Living Well Magazine.
Articles and essays 11
- Coronavirus Sell-Off Presents Tax-Loss Harvesting OpportunityForbes, 2020
- Five Ways To Make Lemonade Out Of A Lemon MarketForbes, 2020
- Vanguard's Impersonal Advisor ServiceForbes, 2019
- You May Never See Your Grandchildren AgainForbes, 2019
- Just Stand There!The Evidence-Based Investor, 2019
- Six Steps to Staying the CourseThe Evidence-Based Investor, 2019
- Lies, Damned Lies, And Index FundsForbes, 2019
- My 86-Year-Old Mother Is An Inadvertent Market TimerForbes, 2019
- Move Over 1% Adviser Fee: Change Is Here!Forbes, 2019
- Is Now the Time for Active Investing to Make a Comeback?The Wall Street Journal, 2019
- Rick Ferri contributor archiveForbes
Blog posts 8
- Your Investment Adviser's Dirty SecretLiving Well Magazine, reprinted at rickferri.com, 2020
- My Tribute to John C. Boglerickferri.com, 2019
- Why Bull Markets Are Dangerousrickferri.com, 2018
- 6 Ideas for Lump Sum Investingrickferri.com, 2018
- Fund Managers and the Illusion of Skillrickferri.com, 2018
- Forewarned Is Forearmed On Investment Expensesrickferri.com, 2018
- Passive Investing Is Power Investingrickferri.com, 2018
- Six Rules to Disciplined Investingrickferri.com, 2018