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Top Three Influencers of Fiduciary Advice- not a myth

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 …Read More


Annuities and the F-WORD Belong in the Same Sentence.

I’ve had the good fortune to meet and work with Frank Maselli.  He is a brilliant, affable and hilarious adviser to advisers.  Below I’ve simply cut and pasted a great and timely article he just wrote for us advisers. Published on March 8, 2017 LikedUnlikeAnnuities & The F-Word! 25 Comment 6 ShareShare Annuities & The F-Word! …Read More


Propaganda is Obvious

Because it is excellent, I’ve cut and pasted from a fascinating- and chilling -article by Berit Anderson and Brett Horvath from scout.ai  If you wanted reasons to spend less time on line, well here you go.  The full article is at https://scout.ai/story/the-rise-of-the-weaponized-ai-propaganda-machine  This is a must read.  Thanks Tom Civiletti for your post.The upshot:  political, social …Read More


Trump’s delay of Fiduciary rules is a good thing.

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 …Read More


Interview with The Suit Magazine

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 bored …Read More