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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

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Should Grandparents Fund 529 Plans or Use Trust Strategies Instead? Thumbnail

Should Grandparents Fund 529 Plans or Use Trust Strategies Instead?

May 29, 2026 Balancing Act Years College Planning Financial Planning By Advisor Leisl Langevin

529 plan vs trust: Which is better for grandparents supporting the next generation? Learn the key differences, benefits, and when to use both.

Graduation Season: Financial Gifts, 529 Plans, and Early Investing Strategies Thumbnail

Graduation Season: Financial Gifts, 529 Plans, and Early Investing Strategies

May 6, 2026 College Planning Financial Planning High Net Worth By Advisor Holly Wanegar

Graduation is the perfect time to build financial habits that last a lifetime. Explore smart financial gifts like Roth IRAs, 529 plans, and early investing strategies to set graduates up for long-term success.

Deferred Compensation Plans: Smart Strategy or Hidden Risk? Thumbnail

Deferred Compensation Plans: Smart Strategy or Hidden Risk?

May 4, 2026 Business Executives Retirement Planning Financial Planning By Advisor Jonathan Mathews

Deferred compensation plans can reduce taxes and boost retirement savings—but they also carry hidden risks. Learn when they make sense and how to use them strategically.

The Missing Link in Generational Wealth: Teaching Financial Literacy to Heirs Thumbnail

The Missing Link in Generational Wealth: Teaching Financial Literacy to Heirs

April 30, 2026 Balancing Act Years Next Chapter Years Estate Planning Financial Literacy High Net Worth Inheritance By Advisor Logan Lum

Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term.

Estimated Taxes in 2026: What Business Owners Should Adjust After April 15  Thumbnail

Estimated Taxes in 2026: What Business Owners Should Adjust After April 15 

April 15, 2026 Business Owners Tax Planning By Advisor Logan Lum

For many business owners, April 15 can feel like the finish line of tax season. But in reality, it’s only the beginning of the next tax cycle; especially if you’re responsible for paying quarterly estimated taxes. As we move into the 2026 tax year, our team at WHZ is advising our business owner clients to pay attention to several policy changes, new compliance expectations, and shifting income dynamics.

Iran War Has Markets Volatile, But It’s Not The First Time Thumbnail

Iran War Has Markets Volatile, But It’s Not The First Time

April 14, 2026 Balancing Act Years Next Chapter Years Investing Financial Planning By Advisor Leisl Langevin

How does war impact the stock market? Learn how the Iran conflict affects oil, inflation, and investments—and why long-term investors benefit from staying disciplined during market volatility.

The Psychology of Money in Families: Why We Avoid Financial Conversations Thumbnail

The Psychology of Money in Families: Why We Avoid Financial Conversations

April 7, 2026 Balancing Act Years Next Chapter Years Estate Planning Financial Planning Inheritance By Advisor Jonathan Mathews

Learn why families avoid financial conversations, how money psychology shapes behavior, and how open communication can strengthen long-term wealth and planning.

What You Should Know About AI-Driven Financial Insights Thumbnail

What You Should Know About AI-Driven Financial Insights

April 3, 2026 Investing Retirement Planning College Planning Estate Planning Financial Planning Tax Planning By Advisor Jim Zahansky

Discover the benefits and risks of AI-driven financial insights, and why human financial advisors remain essential for personalized, strategic planning.

Economic Impacts of The War in Iran – Where We’re At, What Could Be Ahead Thumbnail

Economic Impacts of The War in Iran – Where We’re At, What Could Be Ahead

March 20, 2026 Financial Planning By Advisor Jim Zahansky

The war in Iran has sent oil prices higher and stock prices lower. But the US has lived through both wars and energy crises in the past, and ultimately, the stock market has always climbed higher once the situation is resolved. Will this time be different?

Women & Wealth: What the Next Phase of the Wealth Transfer Means for Female Investors Thumbnail

Women & Wealth: What the Next Phase of the Wealth Transfer Means for Female Investors

February 24, 2026 Investing Estate Planning Financial Planning Women By Advisor Leisl Langevin

Women are set to inherit the majority of the $84 trillion "Great Wealth Transfer" over the next couple of decades. Addressing women's financial confidence gap is more important than ever. Here’s a look at what’s to come, and how women can prepare.