Mark P. Cussen, CFP®, CMFC, AFC

Mark P. Cussen, CFP®, CMFC, AFC

Mark P. Cussen, CFP®, CMFC, AFC, has 20 years of experience in the financial industry, which includes working with investments, insurance, mortgages, taxes and financial planning. He has several years of experience as a financial author and has written numerous educational articles for various financial websites. He has also worked in retail, discount and bank brokerage systems and is currently working as a financial planner for the U.S. military. Mark has a Bachelor of Science in English from the University of Kansas and completed his CFP coursework at the Bloch School of Business at the University of Missouri-Kansas City in August of 2001.

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  1. Bonds / Fixed Income

    Verizon Selling Bonds Backed by Cell Phone Bills

    Verizon became the first cell phone carrier to issue a bond that is backed directly by its outstanding bills to its cell phone customers.
  2. FA Profession

    FINRA Fines Ameriprise Over Forgery Scam

    Ameriprise is hit with $850K fine in case involving forgery, wire transfers and evidence left in a trashcan.
  3. Financial Advisor

    RIA M&As Approaching Record Levels

    The number of mergers and acquisitions among RIAs is on track to set a record in 2016.
  4. High Net Worth Strategy

    Wealthy Turn to Private Equity for Higher Yields

    In a low interest rate environment, wealthy investors are turning to private equity for higher yield.
  5. Stocks

    The Most Volatile Time for Stocks? Sept. and Oct.

    September and October have historically been the two most volatile months for stocks, which some advisors see as an opportunity.
  6. Bonds / Fixed Income

    Are Junk Bonds the New Equities?

    Many investors have begun to treat junk bonds like stocks. Is this a sound strategy?
  7. FA Profession

    Advisor Revenues: High, but Growing Slowly in 2015

    Independent firms that provide financial advice saw huge revenue last year, but growth has slowed down to its lowest level since the financial crisis.
  8. FA Profession

    Betterment Expands, Reaching for More Advisors

    Robo-advisor Betterment recently announced that it is going to start offering additional investment options to its advisor platform.
  9. Investing Strategy

    How Momentum Investing is Making a Comeback

    Momentum investing is making a comeback, though recent studies have shown it has been a viable strategy all along.
  10. Bonds / Fixed Income

    Gundlach Tells Bond Investors to Get Defensive Now

    DoubleLine's Jeffrey Gundlach says that now is the time for fixed-income investors to begin battening down the hatches.
  11. Alternative Investments

    Some Liquid Alt Funds Hiding Fees: Morningstar

    Morningstar maintains that some liquid alternative funds have taken advantage of an SEC reporting loophole that allows them to understate fees.
  12. FA Profession

    SEC Adding Social Media Disclosure to Form ADV

    The SEC released a rule noting that advisors will need to list all of their social media sites like Twitter, Facebook and others on their Form ADVs.
  13. Stocks

    August Saw a Shift to Equity from Safe-Haven ETFs

    Inflows into ETFs in August shifted from conservative fixed-income funds to higher-risk equity funds.
  14. Investing

    How to Manage the 'Debt Supercycle'

    A “super cycle” of debt in the global economy means that fixed-income investors need to proceed with caution.
  15. FA Profession

    How to Protect Assets from Creditors and Lawsuits

    Proper planning is required to ensure that a client’s assets are truly protected. Here are some strategies that can help shield them from seizure.
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