Should you pay off your mortgage? Yes. The real question is when should you pay off your mortgage? We think there’s a logical order of events to maximize not only your balance sheet but also the utility of your money. When researching this topic recently, we came across some […]

An Answer to the Timeless Question, Should you pay off ...


Emergency Fund - A red emergency sign above hospital entrance.
Your daughter is crying from the pain after her collision during the soccer game. You know a broken bone when you see one. It’s Saturday evening with no doctor office ope. She needs medical attention as soon as possible! There is a huge problem…your bank account can’t take a hit, […]

Can you handle a $400 Emergency in your life? Duke ...


You can smell him the moment he walks in the door. Mr. Market is absolutely trashed and is peddling his Nike shares for a discount after the company hit an absolute home run on quarterly earnings. Priced significantly less than the S&P500 on a P/E basis but with a favorable […]

Mr. Market is Drunk Today, Stumbles over Nike – $NKE



A 3-d pie graph with three asset allocations: Bonds, Stocks, and Spongebob collectibles
How to choose funds for 401(k) investing We’ll follow a three step process for choosing your 401(k) investment options: Decide on an overall asset allocation, for all accounts Review your plan options and eliminate a wide swath Apply your asset allocation to your 401(k) investments Decide on an asset allocation […]

How to choose funds for your 401(k)


Drake Case Study - An image of people jumping with their hands up at a night club
Good day to you fellow Dukes, Today we want to take a step back in time to 2013, a time where headlines gave insight into an excessive amount of money being spent by Drake in Cameo Nightclub. Successful celebrities in the entertainment industry can amass a huge fortune. In America […]

Celebrity Case Study: What if Drake Invested the $50,000 Cameo ...


Unshakeable - A woman sitting on the ledge looking out over the city
Welcome dukes to part two of our first book review: Unshakeable by Tony Robbins. In part 1, we summarized and talked through section one, the first four chapters, on your wealth playbook. In part two, we will be focusing on section two and three, the unshakeable playbook and psychology of […]

Build an Unshakeable Kingdom – Part 2 – Book Review: ...



Unshakeable - A guy standing on a high rock with barely any room looking at a elevated view.
Hello my fellow dukes, and welcome to our first book review! Tony Robbins released Unshakeable last week as your financial freedom playbook. The book was co-authored by Peter Mallouck from Creative Planning. After reading it this weekend, we want to take you through highlights of each section/chapter, and provide our […]

Build an Unshakeable Kingdom – Part 1 – Book Review: ...


Today we rushed to the tornado sirens to blare them across the land after reading this damning bit of statistics. If you’re young, there’s a greater than 1/3 chance that you’re spending more on coffee than retirement??? EMERGENCY!! Whats the big deal? Why is this such a big deal? After […]

Is coffee roasting your savings? If so – it’s an ...


A picture of a road that leads to a kingdom, symbolizing your journey towards your own!
  Hello and welcome to our second post of the 401(k) series, 401(k) contribution. In post one, we deciphered one of the most popular retirement accounts for you! In our second post in our 401(k) series, we will dive into the specifics of 401(k)contributions. We discuss how company matches provide […]

Do you like free 401(k) contribution money? Contribute to your ...