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We help the first-generation wealthy make smart decisions about their money...
So that you can do what you want to do.
Investment Insight


Where We’re Investing in 2025: A Look Inside Our Portfolios
Where to Invest in 2025 | Luken Wealth Market Outlook
See how Luken Wealth is investing in 2025: ultra-short bonds, gold, alternative strategies, and high-dividend ETFs. Learn how to invest with clarity in volatile markets.

Greg Luken
Sep 212 min read


Taking the Emotion Out of Investing with the Power Score
Emotions can derail even the best investment strategies. At Luken Wealth Management, we’ve created the Power Score—a simple, math-based ranking that cuts through the noise of the markets and helps you invest with clarity. Learn how this tool can keep you focused, disciplined, and confident in building long-term wealth.

Greg Luken
Sep 142 min read


What’s Your Exit Strategy? Why Every Investor Needs One
Every investor needs an exit strategy. Knowing when—and under what conditions—you’ll sell is just as important as knowing when to buy. In this article, Greg Luken explains why an exit plan is critical for removing emotion from investing, how a quantitative strategy can help you make smarter, data-driven decisions, and how to build a clear roadmap for your wealth.

Greg Luken
Aug 272 min read


The Risk of Missing Out: 3 Ways to Harness Market Volatility
Market swings can feel unnerving, but they can also create opportunity — if you have a plan. Whether it’s through hedging, generating income with covered calls, or looking beyond traditional markets, there are smart ways to stay invested without taking on unnecessary risk. In this post you'll get a quick 3 minute read on strategies for investing in today's market as well as a 90-second video update.

Greg Luken
May 163 min read


Bitcoin in 2025: Market Volatility or Opportunity?
As Bitcoin enters 2025, investors are asking: Is this renewed surge a sign of long-term opportunity—or just more volatility? In this article, we explore the forces driving Bitcoin’s recent rise, what it could mean for long-term investors, and how to approach crypto with discipline, data, and purpose. If you're wondering how—or if—Bitcoin fits into a thoughtful portfolio, start here.

Greg Luken
Apr 232 min read


Understanding the Power of Stock Gifting: A Tax-Smart Strategy for Charitable Donations
Stock gifting is a smart way to make donations to causes you support, while also minimizing your tax burden.

Hannah O'Leary
Apr 173 min read


Planning for Retirement: Beware the Evil Clock
One of the most dangerous tricks in the Evil Clock’s arsenal is the delay of investing. So how do you defeat this cunning financial villain?

Greg Luken
Apr 93 min read


The Power of Execution: The Key to Unlocking Financial Success
Luken Wealth Management in Brentwood, TN shares how one small action taken today, is better than a big one down the road.

Greg Luken
Apr 23 min read


Your Financial Plan is Broken
Did you know that one in three people with wealth lose it within a decade? Just because you become a millionaire, penta-millionaire or decam

Greg Luken
Jan 211 min read


Market Insights Webinar with Greg Luken
Discover how to navigate the ever-changing world of investments with Greg Luken in this insightful webinar. Greg dives into market dynamics,

Greg Luken
Jan 161 min read


Six Financial Lessons from Mike Tyson
As Mike Tyson and Jake Paul step into the ring this Friday, Tyson's legendary discipline reminds us that success, whether in boxing

Greg Luken
Nov 15, 20243 min read
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