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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.
Market Volitility


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


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


The Three Rules of Investing
Having a plan is key to managing any situation. We know that no indicator is perfect, past performance doesn’t mean Jack, and no strategy

Greg Luken
Oct 2, 20241 min read
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