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2024 Gramercy Institute Financial Content Marketing – Personal Investing Award, created by Gramercy Institute and presented in September 2024, was based on data gathered in the 18 months preceding the award date. An unknown number of candidates were considered for the award in the Personal Investing Business-to-Consumer category, and two were awarded. Participants pay a fee to apply for consideration. This award is not indicative of an advisor’s future performance, and your experience may vary. For more award information, visit https://www.gramercyinstitute.com/winners-2024-content-mktg-awards.
Read more: WHZ Strategic Wealth Advisors, Dunn Marketing Win Prestigious Gramercy Institute Award for Person-Centered Content Marketing Campaign
Business owners often hold most of their wealth inside their company. Learn how to manage concentration risk, extract wealth strategically, and align business value with personal financial security.
High-net-worth families should revisit estate plans after OBBBA raised the federal estate and gift tax exemption to $15 million per person in 2026.
High earners under 55 should review OBBBA tax changes, including the $40,000 SALT cap, charitable giving floor, Trump Accounts, 529 expansion, and multi-year tax planning.
WHZ Strategic Wealth Advisors is pleased to welcome Brody Zahansky as a new associate, and Ian Wolanin and Braiden Saucier as interns for summer 2026.
Tariffs and rising energy costs are pushing inflation higher, but strong corporate earnings are keeping markets resilient. Here's what it means for your financial plan.
A mid-year financial gut check helps business owners review cash flow, liquidity, taxes, risk, and personal planning during economic volatility.
Wondering how much retirement savings you should have by age 40, 50, or 60? Benchmarks can help you assess progress and adjust your financial plan.
Executive compensation planning can significantly impact your tax strategy. Learn how mid-year adjustments can help high-income earners better plan for taxes, bonuses, and Roth conversions.
529 plan vs trust: Which is better for grandparents supporting the next generation? Learn the key differences, benefits, and when to use both.
James Zahansky, AWMA®, Laurence Hale, AAMS®, CRPS®, and Leisl L. Langevin, CFP®, CDFA® have been named to the 2026 Forbes SHOOK Best-In-State Wealth Advisors list for Connecticut. Langevin is among just 58 women advisors recognized with the Top Women distinction statewide.