In The News!

Richard Ferri, CFA, CEO and founder of Portfolio Solution is a nationally recognized speaker on low-cost portfolio management strategies. View Rick Ferri's Speaking Calendar>>

In addition, Portfolio Solutions directors are regularly interviewed by the media for direct publication and for quotes in news articles. Below are select one-on-one interviews and media mentions by year.

One-on-One Interviews

The Motely Fool                     Click to read the interview>>
"The Expert Corner with Richard Ferri; The Beauty in Boring"

Financial Sense Newshour      Click to hear the interview>>
"Ask the Experts with Richard A. Ferri, CFA"

InvestmentNews                      Click to read the interview>>
"One-on-One with Richard A. Ferri of Portfolio Solutions"

SmartMoney                            Click to read the interview>>
"The Pro Shop with Richard Ferri; Spreading the Risks"

The Index Investing Show        Click to hear the interview>>
"Interview with Rick Ferri, CFA, CEO of Portfolio Solutions"

Research Magazine                  Click to read the interview>>
"Profiles in Success; An interview with Richard Ferri"

The Dough Roller                    Click to read the interview>> 
"Interview with investing author Richard Ferri, CFA"

HardAssetsInvestor.com          Click to read the interview>>
"An Interview with Rick Ferri, CEO, Portfolio Solutions"

Seekingalpha.com                    Click to read the interview>>
"Actively-Managed ETFs: What’s the Big Deal?"

OneWallStreet                          Click to read the interview>>
"A CEO Big on ETFs Isn't Too Keen on the Newer Models"

HardAssetsInvestor.com          Click to read the interviews>>
"The Great Commodities Debate - Parts I & II"

Inside Information                    Click to read the interview>>  
"Portfolio Solutions offers outsourcing to financial planners"

2008 Media Mentions

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.

Wealth Manager Magazine                Click to read the article>>
The Wheat and the Chaff
Richard Ferri looks at the correlation between active strategies and higher costs.

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.

Research Magazine                            Click to read the article>>
Mapping the Index Universe
An introductory article on Index Strategy Boxes created by Richard Ferri, CFA.

Research Magazine                            Click to read the article>>
Is Your Portfolio Bilingual?
“International stocks hedge investors against devaluation of the U.S. dollar,” says Ferri.

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.

InvestmentNews                                  Click to read the article>>
Dividend Tax Rates Separate Large ETFs from Small
Smaller ETFs have difficulty achieving a higher percentage of qualified dividend income.

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.