In the News

The New York Times

JUST as you caught your breath after the stock market mayhem of 2008 and 2009, it has become increasingly clear that this ride isn’t over just yet. This is particularly worrisome for people who are nearing retirement, as well as those who have already left the work world, many of whom are probably spending a fair bit of time wondering if the world markets have suddenly become a riskier place. Read full story here.

Fox News

Click here to watch the video of Rick Ferri being interviewed on Fox News.

The New York Times

In market moments like these, it’s always tempting do something really big and bold with our investments. The desire to flee the United States and Europe forces all of us to look at the actual split between our home country and others in the stock portion of our investment portfolios. How are you splitting up your stock money? Read full story here.

Tampabay.com

An ordinary investor who put $100 into an easy investment fund portfolio 10 years ago could have had $184 by the end of the decade — without combing through the stock listings, making lots of trades or hiring high-priced experts. And what about somebody who put his retirement in the hands of Florida's pension fund, which employs hundreds of experts and spent hundreds of millions of taxpayer dollars making investing decisions? That person would have realized much less from that $100 bet — $157.  Read full story here.

Fortune Magazine, CNN Money

Just when it looked as if the stock market was starting to calm down late last year, Treasury and municipal bonds got the yips. And just when it seemed like those jitters had largely passed, commodity prices took a big belly flop in April. Your nerves may be getting frayed by now. Which part of your portfolio will come unglued next? Read the full story here.

The Wall Street Journal, Smart Money

After watching the exchange traded fund industry streak past $1 trillion of assets recently, a host of mutual-fund companies are stepping up their efforts to get into the game—with a more active but pricier product for investors. Fund giants from Eaton Vance to Blackrock iShares have gotten regulators' approval to roll out what the industry calls more actively managed ETFs. Janus, AllianceBernstein and Dreyfus have sought permission. Last month, Pimco said it would launch an ETF version of its $240 billion Total Return fund. They are seeking to join the still-small group of actively-managed ETFs: funds that trade all day long on an exchange like stocks, but with underlying investments that are chosen, and traded, by a pro. Companies tout their market-beating potential—and charge more for the promise of added returns. Read the full story here.

Financial Planning Magazine
With so much chatter about active investing, Rick Ferri of Portfolio Solutions discusses the success (and potential) for passive strategies. He says active investors don't outperform by very much or for very long.  Watch the video.

CNNMoney.com
Shift your portfolio to cheaper, more tax-efficient mutual funds and ETFs. "On average, active managers underperform over the long run largely because of the drag of higher expenses on returns," says investment adviser Rick Ferri.  Read the full article.

AdvisorOne.com
Investment advisor Rick Ferri is virtually synonymous with ETFs. After all, the Troy, Mich.-based principal of Portfolio Solutions is a fixture at ETF conferences across the country, as well as author of The ETF Book, among others. Read the full article. 

Portfolioist
Rick Ferri is not sitting on the fence in the active versus passive investing debate. He has both legs firmly planted in the passive camp, as the cover of his new book amply illustrates. Click on the video below to hear Ferri talk more about passive investing, when a mutual fund is a good choice, when an ETF works, and how to build a decent portfolio in your 401(k) even when your investing options are limited. Read the full article and view the video.