Marc L. Ross, CFP, CPA®, CLU®

  1. The World's Strangest Currencies
    Personal Finance

    The World's Strangest Currencies

    Here's a rundown of some of the stranger things people have used as currency over time.
  2. Financial Designations That Employers Require
    Professionals

    Financial Designations That Employers Require

    We break down the designations that are important to have if you want to work in the financial sector.
  3. Examples Of Asset/Liability Management
    Investing Basics

    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.
  4. HSBC's Money Laundering Scandal
    Stock Analysis

    HSBC's Money Laundering Scandal

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  5. The Hole Widens For UBS
    Investing News

    The Hole Widens For UBS

    UBS is facing more legal challenges in its ambitions to increase its global business.
  6. How To Select A Financial Advisor
    Professionals

    How To Select A Financial Advisor

    Understanding one's own needs and what different advisors do are critical elements in the selection process.
  7. Is The CFA Worth The Effort?
    Professionals

    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.
  8. Financial Certifications With The Best ROI
    Professionals

    Financial Certifications With The Best ROI

    These certifications will land you a long, profitable career for an affordable price.
  9. Some Thoughts On The Shadow Market
    Investing Basics

    Some Thoughts On The Shadow Market

    The "shadow market" is a broad-based moniker with both positive and negative connotations.
  10. Careers For CFAs, CFPs® And CTAs
    Professionals

    Careers For CFAs, CFPs® And CTAs

    Discover the differences between Chartered Financial Analyst, Certified Financial Planner™ and Commodity Trading Advisor credentials.
  11. The Biggest SEC Takedowns Of 2011
    Investing News

    The Biggest SEC Takedowns Of 2011

    The SEC has filed 735 enforcement actions in the 2011 fiscal year ended September 30. Here are some of the biggest.
  12. How PFG Pulled Off 2 Decades Of Fraud
    Investing News

    How PFG Pulled Off 2 Decades Of Fraud

    Peregrine Financial Group's Russell Wasendorf Sr.'s admission of a nearly 20-year-old fraud echoes the Madoff affair.
  13. The LIBOR Scandal
    Investing News

    The LIBOR Scandal

    Barclays and other banks are alleged to have submitted artificially low LIBOR rates between 2007 and 2009.
  14. A Primer On Currency Regimes
    Forex Education

    A Primer On Currency Regimes

    Currency regimes are dynamic and complex, reflecting the ever-changing landscape of their respective nations' monetary and fiscal policies.
  15. Index Mutual Funds Vs. Index ETFs
    Mutual Funds & ETFs

    Index Mutual Funds Vs. Index ETFs

    When considering an index mutual fund versus the ETF variety, investors should consult an experienced professional.
  16. JP Morgan: The Other Side Of The Hedge
    Investing News

    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.
  17. Investing In China's Slowdown
    Investing News

    Investing In China's Slowdown

    As with any economic slowdown, one's misfortune may well be someone else's opportunity. Find out how.
  18. An Introduction To Shareholder Activism
    Investing Basics

    An Introduction To Shareholder Activism

    The secret to being an activist shareholder is to ask the right questions.
  19. How To Invest In Movies
    Investing Basics

    How To Invest In Movies

    Investing directly in a movie could be a perilous endeavor. Find out why.
  20. Inside Spain's Consolidation Program
    Investing

    Inside Spain's Consolidation Program

    Governments in the eurozone have been cutting almost everything these days. Discover if the strategy is working.
  21. Bank Of America's Return To Profitability
    Investing News

    Bank Of America's Return To Profitability

    The problems for the bank are legion. To add this to your portfolio, please proceed with caution.
  22. An Introduction To Life Settlements
    Insurance

    An Introduction To Life Settlements

    A life settlement is the trading of a life insurance policy under specific circumstances. Learn what it's all about.
  23. What Are Gift Taxes?
    Taxes

    What Are Gift Taxes?

    If you're not sure what gift taxes are, read on and we'll explain.
  24. The Basics Of Investing In Foreign Government Bonds
    Retirement

    The Basics Of Investing In Foreign Government Bonds

    Individuals contemplating the purchase of government bonds need to understand the risks of bond investing.
  25. What Happened At MF Global?
    Investing

    What Happened At MF Global?

    The story of MF Global is a telling example of a collapse with unfortunate ongoing consequences.
  26. Investing In Sovereign Bonds
    Bonds & Fixed Income

    Investing In Sovereign Bonds

    Investing in sovereign credit can be a dicey affair. Learn if you should take the risk.
  27. Planning For Progress: The World Economic Forum
    Economics

    Planning For Progress: The World Economic Forum

    Learn about the history of the World Economic Forum and the issues driving the 2012 conference in Davos.
  28. The Value In Socially Responsible Investing
    Fundamental Analysis

    The Value In Socially Responsible Investing

    Socially responsible investing has been growing in popularity. Discover if it's the right strategy for you.
  29. Dodd-Frank's Consequences
    Personal Finance

    Dodd-Frank's Consequences

    We look at the true fallout of the Dodd-Frank Regulatory Reform Bill.
  30. Mutual Funds Vs. ETFs: A Comparison
    Mutual Funds & ETFs

    Mutual Funds Vs. ETFs: A Comparison

    Comparing the structure of mutual funds and ETFs can help you decide which is right for your portfolio.
  31. The Rise Of The Hedged Mutual Fund
    Retirement

    The Rise Of The Hedged Mutual Fund

    Discover these growing funds, which were previously unavailable to the average investor.
  32. Working With Islamic Finance
    Retirement

    Working With Islamic Finance

    There is no division between the spiritual and the secular in this type of socially responsible investing.
  33. What is an Islamic investment policy?
    Investing

    What is an Islamic investment policy?

    Islamic investments are a unique form of socially responsible investments because Islam makes no division between the spiritual and the secular.The establishment of an Islamic investment policy, be it ...