The Journey of an Index Investor

Rick Ferri The Journey of an Index Investor

Reading Time: 2 minutes On today’s Intelligent Money Minute, we’ll interview Rick Ferri on the journey of an index investor. During this episode, Rick talks about his new e-book, “The Education of an Index Investor.” He wrote this book due to the fact that many try to beat the market and fail. He lists out four levels of an index investor’s journey and the emotions experienced at each level. At Intelligent Investing, we believe no advisor can consistently deliver outperformance. Due to this, we have four unique factors we believe make us different from other advisors. Learn more here. Check out our previous podcasts with Rick on Financial Heroes and Tips for Lump Sum Recipients. We’ll be interviewing Rick on several podcasts regarding index investing, behavioral finance, and practical tips for retirees, so be sure to subscribe to our Intelligent Money Minute podcasts. Rick Ferri is a fellow CFA Charterholder, Marine veteran, author, and owner of Ferri Investment Solutions. He continues to write books and articles, provide educational webinars, and teach financial lectures.

Rick Ferri Bio

Rick Ferri earned a B.S. in Business Administration and an M.S. in Finance. He also holds a Chartered Financial Analyst (CFA) charter through the CFA Institute. After college, Rick served as a U.S. Marine Corps officer and fighter pilot for 20 years of active duty and reserve service. Rick’s investment career spans three decades and offers a history of empowering people to achieve their goals. He landed in the brokerage industry in 1989 where he learned the wrong way to invest. As a result of 10 frustrating years, Rick founded one of the country’s first low-fee investment advisory firms. Rick’s firm grew to a sizable business over the next two decades due to the explosion of interest in low-fee investing. This growth provided good-paying jobs to dozens of people and allowed Rick to take on business partners with whom he generously shared his equity. Ferri Investment Solutions is Rick’s new firm. This modern concept provides even greater value to investors by “unbundling” adviser services whereby clients pay only for the time it takes to assist them. In addition, Rick’s industry consulting firm helps other advisers build their investment practices, and he has launched Core-4 Portfolios to provide simple model portfolios for use by a wide variety of investors.