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

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: Actively Managed ETFs are One Step Closer

Actively Managed ETFs are One Step Closer — Fri, 08 Feb 2008 10:46:33 +0000

[...] managed fund in the form of an ETF won’t change this. Still, there are situations when an actively managed fund is preferable to an index fund. However, if you do invest in actively managed funds (and I have a few), the ETF alternative may [...]

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: Recommended Readings for 1/20/08 | Millionaire Money Habits

Recommended Readings for 1/20/08 | Millionaire Money Habits — Sun, 20 Jan 2008 23:16:42 +0000

[...] Interview with Investing Author Richard A. Ferri, CFA at The Dough Roller [...]

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: Client Finance » Blog Archive » Interview with Investing Author Richard A. Ferri, CFA

Fri, 18 Jan 2008 23:08:57 +0000

[...] Original post by DR [...]