Marc L. Ross, CFP, CPA&reg, CLU&reg

Marc L. Ross, CFP, CPA&reg, CLU&reg

Marc L. Ross, CFA, CFP®, CLU® has over 20 years of financial services experience. His background includes qualified plan design, sales and implementation, investment advisory and directorships in third party investment manager research and compliance. He holds an A.B. in Russian and an M.A. in Slavic Linguistics.

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  1. FA Relevant

    Is The CFA Worth The Effort?

    Find out if all of the effort devoted to obtaining the CFA is worth it, especially in today's crowded financial job market.
  2. Forex & Currencies

    The World's Strangest Currencies

    Here's a rundown of some of the stranger things people have used as currency over time.
  3. FA Relevant

    Financial Designations That Employers Require

    We break down the designations that are important to have if you want to work in the financial sector.
  4. Financial Analysis

    Examples Of Asset/Liability Management

    In its simplest form, asset/liability management entails managing assets and cash inflows to satisfy various obligations; however, it's rarely that simple.
  5. Stocks

    HSBC's Money Laundering Scandal

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  6. FA Relevant

    How To Select A Financial Advisor

    Understanding one's own needs and what different advisors do are critical elements in the selection process.
  7. FA Profession

    Financial Certifications With The Best ROI

    These certifications will land you a long, profitable career for an affordable price.
  8. Alternative Investments

    Some Thoughts On The Shadow Market

    The "shadow market" is a broad-based moniker with both positive and negative connotations.
  9. FA Relevant

    Careers For CFAs, CFPs® And CTAs

    Discover the differences between Chartered Financial Analyst, Certified Financial Planner™ and Commodity Trading Advisor credentials.
  10. Small Business

    The LIBOR Scandal

    Barclays and other banks are alleged to have submitted artificially low LIBOR rates between 2007 and 2009.
  11. Forex & Currencies

    A Primer On Currency Regimes

    Currency regimes are dynamic and complex, reflecting the ever-changing landscape of their respective nations' monetary and fiscal policies.
  12. FA Relevant

    Index Mutual Funds Vs. Index ETFs

    When considering an index mutual fund versus the ETF variety, investors should consult an experienced professional.
  13. Managing Wealth

    JP Morgan: The Other Side Of The Hedge

    A hedge is supposed to decrease overall risk, but when it's instead used to increase profits, the risk can be multiplied.
  14. Investing Strategy

    Investing In China's Slowdown

    As with any economic slowdown, one's misfortune may well be someone else's opportunity. Find out how.
  15. High Net Worth Strategy

    An Introduction To Shareholder Activism

    The secret to being an activist shareholder is to ask the right questions.
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