Comments on: Interview with Investing Author Richard A. Ferri, CFA

By: Allison Frey

Allison Frey — Wed, 24 Nov 2010 15:52:07 +0000

DR, thanks for posting this interview. I’m with Fisher Investments and appreciated the questions posed on how to choose a good investment advisor. Keep the articles and interviews coming!

By: KF

KF — Sat, 13 Jun 2009 12:38:38 +0000

I have absolutely what to pay attention to when reading the prospectus and balance sheet of an ETF. Does anyone have any slightest idea?

By: DR

DR — Tue, 22 Jan 2008 01:07:33 +0000

Bob, that’s an interesting point. It may be because TIPS are relatively new.

By: Bob Schulz

Bob Schulz — Mon, 21 Jan 2008 21:16:03 +0000

Enjoyed the article and I have two of Richard’s books on asset allocation and index funds. I find it interesting that in those two books, he doesn’t recommend the managed TIPS Vanguard fund, but lists the Vanguard TIPS Index fund in several of his recommended allocation models for retirees.

Bob

By: The Finance Monk

The Finance Monk — Sat, 19 Jan 2008 18:11:46 +0000

Shows what a good CFA charterholder should be like. Honest, client-focused, and smart. Great interview, thanks!

By: FourPillars

FourPillars — Sat, 19 Jan 2008 14:15:53 +0000

Thanks, that makes sense.

I agree – DIY is the way to go! Although I can see a time when I’m old and grey and might need a bit of help…

Mike

By: DR

DR — Sat, 19 Jan 2008 12:20:08 +0000

Mike, I don’t know if they publish a minimum amount, although you can check on their website, which is linked in the interview. I do know that although the fee is 0.25% (which is the lowest I’ve ever seen), the minimum quarterly fee is $500. In other words, their yearly fee is 0.25% or $2,000, whichever is more. That means you would need $800,000 invested to take full advantage of the low fee. And the fee goes even lower with more invested. So they do cater to high net worth individuals. Of course, for us DIY investors, his books tell you everything you need to know, IMO.

By: FourPillars

FourPillars — Sat, 19 Jan 2008 03:39:44 +0000

Great interview – he sounds like a good money manager.

Out of curiosity what is the minimum amount needed to invest with his firm? With those kinds of low fees, it’s probably a good chunk.

Mike

By: DR

DR — Fri, 18 Jan 2008 22:43:35 +0000

Lily, I read his earlier books when they came out. They are extremely good, and it has been great interacting with him for this interview and the book giveaway.

By: Lily

Lily — Fri, 18 Jan 2008 21:31:25 +0000

… Not that I didn’t want to win those books before! But this guy sounds really smart, honest, and trustworthy, which just lends credibility to his writings. So thanks for the interview!