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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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Gifting vs. Inheritance: Which is Better for Your Beneficiaries? Thumbnail

Gifting vs. Inheritance: Which is Better for Your Beneficiaries?

December 5, 2024 Financial Planning By Advisor Holly Wanegar

When it comes to passing on your wealth to the next generation, you generally have two options: gifting assets during your lifetime or leaving an inheritance after you're gone.

7 End-of-Year Strategies to Boost Investments and Trim Your Taxes Thumbnail

7 End-of-Year Strategies to Boost Investments and Trim Your Taxes

December 4, 2024 Investing Tax Planning By Advisor Mike Baum

As we approach the final months of the year, it's the perfect time to take a strategic look at your finances.

Tax-Efficient Ways to Show Gratitude Through Charitable Giving Thumbnail

Tax-Efficient Ways to Show Gratitude Through Charitable Giving

November 29, 2024 Charitable Giving By Advisor Holly Wanegar

As we enter the season of gratitude and giving, Giving Tuesday offers a wonderful opportunity to reflect on our blessings and pay it forward through charitable donations.

Investing in Real Estate as Part of Your Retirement Strategy: Pros and Cons Thumbnail

Investing in Real Estate as Part of Your Retirement Strategy: Pros and Cons

November 22, 2024 Retirement Planning Estate Planning By Advisor Leisl Langevin

Are you looking to diversify your retirement portfolio beyond stocks and bonds? Real estate investing can be an attractive option for building long-term wealth and generating passive income in retirement.

Why Retirement Planning is Different for Business Owners: Key Strategies and Considerations Thumbnail

Why Retirement Planning is Different for Business Owners: Key Strategies and Considerations

November 8, 2024 Business Owners Retirement Planning By Advisor Jim Zahansky

As a business owner, your path to retirement likely looks quite different from that of a typical employee. While you may have more control over your financial destiny, you also face unique challenges and opportunities when it comes to planning for your golden years.

What President-Elect Trump May Mean for Markets Thumbnail

What President-Elect Trump May Mean for Markets

November 7, 2024 Financial Planning By Advisor Laurence Hale

After a contentious campaign season, former President Donald Trump has been elected the 47th president of the United States.

Know The Early Signs of Alzheimer's - And How to Proactively Protect Your Finances Thumbnail

Know The Early Signs of Alzheimer's - And How to Proactively Protect Your Finances

November 1, 2024 Financial Planning By Advisor Mike Baum

As the nation observes Alzheimer’s Awareness Month, we at WHZ Strategic Wealth Advisors thought it the perfect time to raise awareness about this critical and all too common issue.

Important Q4 Dates & Deadlines for Benefit Plan Sponsors Thumbnail

Important Q4 Dates & Deadlines for Benefit Plan Sponsors

October 29, 2024 Business Owners By Advisor Jim Zahansky

If you’re a business owner, you already know that staying on top of important employee benefit deadlines and compliance requirements is crucial.

Harris & Trump Lay Out Different Visions for the US Economy Thumbnail

Harris & Trump Lay Out Different Visions for the US Economy

October 25, 2024 Investing Retirement Planning Financial Planning Tax Planning By Advisor Laurence Hale

With only a few weeks remaining before the presidential election, former President Donald Trump and Vice President Kamala Harris have laid out how they plan to keep the economy growing. Many of their policies rely on tax breaks that curry favor with working-class Americans.

Dealing with the Financial Implications of Cancer or Other Serious Diagnosis Thumbnail

Dealing with the Financial Implications of Cancer or Other Serious Diagnosis

October 18, 2024 Next Chapter Years Financial Planning By Advisor Leisl Langevin

As we observe Breast Cancer Awareness Month, it is an important reminder to reflect not only on prevention and early detection of breast cancer, but also on the broader impacts that a cancer diagnosis of any kind, or a diagnosis of any serious illness, can have.