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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
October began with investors focused on the Federal Reserve’s latest shift in policy. After four rate cuts since 2024, the Federal Reserve has lowered its benchmark short-term rate to 4.0%–4.25%, balancing the need to support a changing job market while continuing to battle inflation that remains above its 2% target.
Aging comes with significant financial and lifestyle considerations. From healthcare to long-term care, estate planning and more, here are the essential steps to take now so that you're well cared for later.
In today's volatile economy, succession planning isn't optional – it's essential. With market swings and shifting policies, the smartest move is to start early and proceed with purpose. These are the key themes we emphasize with our business-owner clients.
The One Big Beautiful Bill Act (OBBBA) has introduced some of the most meaningful changes to executive financial planning in years. Here’s a closer look at what this all means for executives and their financial strategies.
With significant changes to tax law on the horizon and current opportunities available, proactive tax planning can help you keep more of your hard-earned money in your pocket. Here's what to know and do right now.
September is often a tough month for investors. This year’s setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and political uncertainty. Here's why investors should review their portfolios now.
WHZ has welcomed Logan Lum as Associate Vice President, Lead Wealth Advisor, and Aleesha Graham as Director, Associate Wealth Advisor. These strategic additions underscore the firm's commitment to continually evolving its capabilities to deliver exceptional, personalized wealth management services to every client at every touchpoint.
Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Here's what to know.
Here are six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) that every small business owner should understand and implement.
The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z – here are the top 10.