Serious Money, Straight Talk About Investing for Retirement

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9780967294308: Serious Money, Straight Talk About Investing for Retirement
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SERIOUS MONEY is a down to earth investment book that is a must read for anyone saving for retirement.

Armed with extensive research and his own professional experience, Richard Ferri dismantles the illusion that stockbrokers, financial planners, and other Wall Street "experts" offer superior investment advice. Ferri finds that most of the investments sold in the mass market consist of high cost products that deliver below average returns. Ferri further explains how index funds and other low cost, low tax investments lead to greater wealth at retirement.

Serious Money is a thoughtful and thorough guidebook that cuts through the clutter and provides genuinely useful advice. It will save you time, money, and headaches.

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About the Author:

Richard Ferri is the President of Portfolio Solutions, LLC, a leading investment management firm serving the needs of individuals, trusts, pension plans, and non-profit organizations. Prior to forming Portfolio Solutions, Richard worked as a stockbroker for ten years at two prominent Wall Street firms. He graduated from the University of Rhode Island with a BS in Business and earned a MS in Finance from Walsh College. Richard holds the Chartered Financial Analysts designation and is a member of several professional organizations. Richard is an adjunct professor of finance and teaches investment theory and portfolio management. He is also a frequent speaker and writer on the subject of personal investing.

Prior to joining the investment industry, Richard was a fighter pilot in the United States Marine Corps. He is still active in the Marine reserve. Richard lives in Troy, MI with his wife and three children.

Review:

Richard Ferri shows that most investors experience sub-par performance following popular advice offered in the mass market. If you are serious about achieving your investment goal in a cost efficient, realistic manner, you will find the indexing alternative outlined in SERIOUS MONEY sensible and doable. -- Hei Wai Lee, Ph.D., CFA, Prof. of Accounting and Finance, University of Michigan

SERIOUS MONEY is a must read for anyone contemplating investing for retirement or wanting to adjust their current strategy for one based on common sense and logic. -- Terry L.Arndt, Ph.D., CPA, CFA, Dean, College of Business Administration, Central Michigan Univ.

SERIOUS MONEY provides a candid and revealing look at the brokerage industry. In addition, Richard Ferri provides a sensible investment strategy the just plain works and significantly increases the probability of achieving a secure retirement. -- Robert M. Palmer, CPA, CFP, Partner, Plante & Moran, LLP

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