Usually the title of these posts IS a myth. But believe this one is true. Where did I come up with these seemingly completely unrelated topics? Oddly, they were in the top 10 financial search words last month. Karl Marx Karl Marx Monument in Chemnitz First, what he was not. Marx was neither Russan nor […]
Karl Marx, Jay-Z & SGI Funds have a lot in common Read More »
There is a surplus of anger, desperation, futility, depression, fury and isolation in our country right now. It’s the worst I remember, even during the Vietnam debacle.I’ve advocated- rather unpopularly -that peaceful resistance is the most powerful and effective response to the sources of these intense emotions. Steeped in affluenza, racism, fascism, nationalism and all
The Power of Peace Read More »
Would you like to know why I’ve gotten zerofreaked-out calls or emails from my clients because of the coronavirus, political upheaval or [insert your own freak-out factor]? It’s because we’ve already tested even worse scenarios (like the 2001-2003 recession) in their written retirement financial plans and they know they will be OK. However, that doesn’t
6 Financial Steps You Should Consider NOW Read More »
I’ve always believed a universal fiduciary standard should exist for anyone who gives advice to others that can affect- and ruin -lives, whether it’s journalists, bankers, stock brokers, teachers or wedding planners. I don’t know why the fiduciary focus is strictly on finances. If you hold yourself out as an expert, you’d better not be
Top Three Influencers of Fiduciary Advice Read More »
Well, no, it isn’t. But it could be. To get up to speed, here’s a good summary of the rules: https://www.dol.gov/ProtectYourSavings/FactSheet.htm Yeah, that is a many thousands of words summary. You should see the whole thing! In a nutshell, the Dept. of Labor’s new rules would have required anyone who gives advice about retirement plans
Trump’s delay of Fiduciary rules is a good thing. Read More »
1. Gary Duell, you are the Owner and Founder of Duell Wealth Preservation. What sparked your interest in this line of work and what were you doing professionally prior to this firm? What is the history of this firm? * I began my career as an agent for Farmers Insurance. *After 15 years I was
Interview with The Suit Magazine Read More »