Your Investment Adviser’s Dirty Secret
Rick Ferri, CFA Blog
by rickferri
1y ago
Investment complexity is job security to advisers who charge 1% in fees. Click to read> Living Well Magazine ..read more
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Coronavirus Sell-Off Presents Tax-Loss Harvesting Opportunity
Rick Ferri, CFA Blog
by rickferri
1y ago
Tax-loss harvesting and security swapping makes lemonade out of a lemon investment. Click to read> Forbes.com ..read more
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Five Ways To Make Lemonade Out Of A Lemon Market
Rick Ferri, CFA Blog
by rickferri
1y ago
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 ..read more
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Vanguard’s Impersonal Advisor Service
Rick Ferri, CFA Blog
by rickferri
1y ago
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 ..read more
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You May Never See Your Grandchildren Again
Rick Ferri, CFA Blog
by rickferri
1y ago
Hawkers of financial products will say anything to get your money. This line is a new low. On my FORBES.COM blog ..read more
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Just Stand There!
Rick Ferri, CFA Blog
by rickferri
1y ago
In an up and down market, the best strategy is to do nothing. Just stand there! on the Evidence-Based Investor blog ..read more
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Six Steps to Staying the Course
Rick Ferri, CFA Blog
by rickferri
1y ago
Six ways to stay disciplined during a volatile market as published on the Evidence-Based Investor blog ..read more
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Lies, Damned Lies, And Index Funds
Rick Ferri, CFA Blog
by rickferri
1y ago
Why do anti-indexing articles and statement get so much attention? My latest article on FORBES.COM ..read more
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My 86-Year-Old Mother Is An Inadvertent Market Timer
Rick Ferri, CFA Blog
by rickferri
1y ago
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 ..read more
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Move Over 1% Adviser Fee: Change Is Here!
Rick Ferri, CFA Blog
by rickferri
1y ago
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 ..read more
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