Richard Ferri shows that most investors experience sub-par performance following popular advice offered in the mass market. If you are serious about achieving your investment goal in a cost efficient, realistic manner, you will find the indexing alternative outlined in SERIOUS MONEY sensible and doable. -- Hei Wai Lee, Ph.D., CFA, Prof. of Accounting and Finance, University of Michigan
SERIOUS MONEY is a must read for anyone contemplating investing for retirement or wanting to adjust their current strategy for one based on common sense and logic. -- Terry L.Arndt, Ph.D., CPA, CFA, Dean, College of Business Administration, Central Michigan Univ.
SERIOUS MONEY provides a candid and revealing look at the brokerage industry. In addition, Richard Ferri provides a sensible investment strategy the just plain works and significantly increases the probability of achieving a secure retirement. -- Robert M. Palmer, CPA, CFP, Partner, Plante & Moran, LLP
About the Author
Richard Ferri is the President of Portfolio Solutions, LLC, a leading investment management firm serving the needs of individuals, trusts, pension plans, and non-profit organizations. Prior to forming Portfolio Solutions, Richard worked as a stockbroker for ten years at two prominent Wall Street firms. He graduated from the University of Rhode Island with a BS in Business and earned a MS in Finance from Walsh College. Richard holds the Chartered Financial Analysts designation and is a member of several professional organizations. Richard is an adjunct professor of finance and teaches investment theory and portfolio management. He is also a frequent speaker and writer on the subject of personal investing.
Prior to joining the investment industry, Richard was a fighter pilot in the United States Marine Corps. He is still active in the Marine reserve. Richard lives in Troy, MI with his wife and three children.