Recent Media Mentions

2010 Media Mentions

New York Times Click to read the article>>
For Financial Advice, Arriving at the Right Dosage
Times columnist Tara Siegel-Bernard writes about Portfolio Solutions

Vanguard.com Click to read the article>>
Craig Stock, Vanguard Group's "plain talk" representative
Richard Ferri's Decent Decade article is recommeded reading

2009 Media Mentions

Wall Street Journal Click to read the article>>
Exchange-traded Funds: Too Big to Ignore
Richard Ferri's views on large fund companies launching ETFs

New York Times Click to read the article>>
Stirring Up the Right Investment Mix
Times columnist Ron Lieber writes about Portfolio Solutions

Bloomberg.com Click to read the article>>
Vanguard’s Low ETF Fees Help Late Arrival Gain Market Share
Richard Ferri discusses low-cost Vanguard ETFs

Kiplingers Magazine Click to read the article>>
Put Your 401(k) Back to Work
Richard Ferri discusses asset allocation before retirement.

Money Magazine Click to read the article>>
ETF Investing Done Right
Features Two ETF portfolios provided by Portfolio Solutions

Money Magazine Click to read the article>>
Are REITs Worth it?
Richard Ferri explains how REITs often help a portfolio.

Businessweek.com Click to read the article>>
ETFS: What New Trends Mean for Investors
ETF book author Rick Ferri on actively managed ETFs

HardAssetInvestor.com Click to read the article>>
Position Limits on ETFs are a Political Reaction
Rick Ferri on why his firm does not use commodities.

Research Magazine Click to read the article>>
Is Modern Portfolio Theory Dead?
Richard A Ferri, CFA gives his view on the debate.

PR Newswire Click to read the article>>
Rough 2008? What to Do in 2009
Rick Ferri Offers Tips for Making Sound Investment Decisions

The Journal of Indexes Click to read the article>>
Markets In Crisis: A Roundtable Discussion
Interview with Richard Ferri of Portfolio Solutions

Mint.com Click to read the article>>
How to Invest for Less
Rick Ferri discusses how to lower investment costs

Black Enterprise Click to read the article>>
Regaining Your Balance
Richard Ferri explains portfolio rebalancing methods

2008 Media Mentions

US News and World Report Click to read the article>>
ETF Investing: 5 Pitfalls to Avoid
Rick Ferri talks about the importance of ETF liquidity

Medical Economics Click to read the article>>
The 150 Best Financial Advisers for Doctors
Portfolio Solutions is listed as a top advisor

The Motley Fool Click to read the article>>
How Smart Boomers Should Invest Now
Featured this month is author and advisor Richard Ferri

IndexUniverse.com Click to read the article>>
The Legacy of Benjamin Graham
Ferri talks about the silliness of emulating Benjamin Graham's brain.

Bloomberg Click to read the article>>
Magellan Shows Peril of Active-Managed Stock Funds as Fees Bite
“It is like changing your religion to switch to index funds,'' Ferri said.

Morningstar Click to read the article>>
Funds or ETFs: A Lively Debate
Rick Ferri recommends using both index funds and ETFs.

MarketWatch Click to read the article>>
Exchange-traded foundation: How to build a diverse, buy-and-hold portfolio using ETFs.
Portfolio Solutions provided the sample all ETF portfolio.

Money Magazine Click to read the article>>
The Best Investment in 10 years: Get in While You Can
“Understand the [index] strategy and whether it's right for your goals," said Ferri.

Wealth Manager Click to read the article>>
FOREX is hot! Is it also smart as a strategic portfolio holding?
“We get our currency diversification straight through equity index funds”, said Ferri

InvestmentNews Click to read the article>>
ETF hypothetical returns criticized
"Back-tested indexes are the ETF world's answer to incubator funds," Mr. Ferri said.

Financial Times Click to read the article>>
Exchange traded funds gain a guiding hand (an article on actively managed ETFs)
Ferri says, “Talk to any active manager that has skill; they don’t want to disclose what they hold daily.”

IndexUniverse Click to read the article>>
Micro Caps Down But Not Out
Micro-cap indexes have a unique risk factor above larger stocks explains Ferri

EuroMoney Click to read the article>>
ETF Watchers Weight In (an article on leveraged ETFs)
Richard Ferri “welcomes innovation, but warns that leverage can be dangerous.”

2007 Media Mentions

Financial Planning Click to read the article>>
ETF Mania! (an article on the proliferation of new ETFs)
Ferri calls some funds "SPINindexes" because they promise high returns with low risk.

Money Magazine Click to read the article>>
Time to Get Your Portfolio in Balance
"People get very brave in a bull market," says Richard Ferri, CEO, Portfolio Solutions.

Money Magazine Click to read the article>>
Diversification: Bonds vs. cash
The best strategy, advises Richard Ferri, is to stick with intermediate-term bond funds.

MarketWatch Click to read the article>>
Bonding with ETFs
Richard Ferri believes that 2007 will be the year of the fixed-income ETF.

MarketWatch Click to read the article>>
ETFs Wade into a Dead Pool
"What I am seeing is a rapid shift from ETF evolution to ETF pollution," says Ferri.

The Motley Fool Click to read the article>>
5 Questions for Your Financial Advisor
Rick Ferri talks about who your stockbroker really works for - and it isn’t you.

Money Magazine Click to read the article>>
Not-So-Super-Funds (an article on high returns inferred by some ETF companies)
Rick Ferri comments on new 130/30 funds and problems with them.

CFO Magazine Click to read the article>>
The Overfeathered Nest Egg
Examines the possibility that savings models overstate retirement needs.

Reuters Click to read the article>>
Nasdaq Picks Brain for New Health Care Index
Ferri says, “Most health care indexes are not indexes - they are investment strategies.”

2006 and Earlier

Wall Street Journal Click to read the article>>
The Bargain Hunter's Guide to Getting Cheap Professional Investment Advice
You won't get much cheaper than Portfolio Solutions in Troy, MI.

Money Magazine Click to read the article>>
Searching for a Fund that is Always a Winner
“90% of the game is selecting the right asset allocation,” Ferri explains.

Barrons Click to read article>>
Better Benchmark? Value weighted indexes.
Richard Ferri explains why value weighting is not a better benchmark

Colorado Springs Business Journal Click to read the article>>
The 3 Dimensions of Healthy Asset Diversification
Richard Ferri says “own asset classes that are fundamentally different from each other.”

Wall Street Journal Click to read the article>>
Some Advice Worth Paying For: Planners Cost Too Much
Portfolio Solutions of Troy, MI, is the bargain basement, charging just 0.25% a year.

Financial Advisor Magazine Click to read the article>>
ETF, Annuity Combos On The Rise
Richard Ferri says, "To me it's much more a marketing pitch than practicality."

Washington Post Click to read the article>>
Currency Trading For the Little Guy
"The buy-and-hold investor has no business being in this kind of fund,” Ferri says.

Wall Street Journal Click to read the article>>
What's That 1% Fee Buying You?
Portfolio Solutions charges just 0.25% of assets, and less for largers accounts.

MarketWatch Click to read the article>>
The New Tech Stocks?
Ferri sees fund investors today chasing energy, international and value stocks.

USA Today Click to read the article>>
Asset Allocation: It's a Map for Your Portfolio
“All About Asset Allocation” is a recommended source for information.

Money Magazine Click to read the article>>
Get the Dividends, Hold the Hype
Advice on asset allocation and dividend paying funds from Richard Ferri.

Money Magazine Click to read the article>>
Wash Sale Wrinkles? (Updated)
Portfolio Solutions CEO, Richard Ferri comments on index fund tax swapping.