Marc L. Ross, CFP, CPA®, CLU®

  1. 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. 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. 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. Stock Analysis

    HSBC's Money Laundering Scandal

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  5. Investing News

    The Hole Widens For UBS

    UBS is facing more legal challenges in its ambitions to increase its global business.
  6. 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. 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. Professionals

    Financial Certifications With The Best ROI

    These certifications will land you a long, profitable career for an affordable price.
  9. Investing Basics

    Some Thoughts On The Shadow Market

    The "shadow market" is a broad-based moniker with both positive and negative connotations.
  10. Professionals

    Careers For CFAs, CFPs® And CTAs

    Discover the differences between Chartered Financial Analyst, Certified Financial Planner™ and Commodity Trading Advisor credentials.
  11. 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. 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. Investing News

    The LIBOR Scandal

    Barclays and other banks are alleged to have submitted artificially low LIBOR rates between 2007 and 2009.
  14. 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. 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. 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 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. Investing Basics

    An Introduction To Shareholder Activism

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

    How To Invest In Movies

    Investing directly in a movie could be a perilous endeavor. Find out why.
  20. Investing

    Inside Spain's Consolidation Program

    Governments in the eurozone have been cutting almost everything these days. Discover if the strategy is working.
  21. 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. 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. Taxes

    What Are Gift Taxes?

    If you're not sure what gift taxes are, read on and we'll explain.
  24. 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. Investing

    What Happened At MF Global?

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

    Investing In Sovereign Bonds

    Investing in sovereign credit can be a dicey affair. Learn if you should take the risk.
  27. 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. 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. Personal Finance

    Dodd-Frank's Consequences

    We look at the true fallout of the Dodd-Frank Regulatory Reform Bill.
  30. 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. Retirement

    The Rise Of The Hedged Mutual Fund

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

    Working With Islamic Finance

    There is no division between the spiritual and the secular in this type of socially responsible investing.
  33. 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 ...