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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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Back-to-School Spending: Does Consumer Sentiment Make The Grade? Thumbnail

Back-to-School Spending: Does Consumer Sentiment Make The Grade?

August 24, 2026 Balancing Act Years Investing By Advisor Jim Zahansky

Back-to-school spending could hit record highs in 2026. See what NRF, Adobe, and PwC data reveal about shopper sentiment, sales trends, and AI's new role.

New Tax Rules, New Opportunities: The OBBBA Moves Every High Earner Under 55 Should Make Thumbnail

New Tax Rules, New Opportunities: The OBBBA Moves Every High Earner Under 55 Should Make

June 17, 2026 Balancing Act Years Financial Planning Tax Planning By Advisor Leisl Langevin

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.

How Much Should You Really Have Saved by Age 40, 50, 60? Thumbnail

How Much Should You Really Have Saved by Age 40, 50, 60?

May 29, 2026 Balancing Act Years Next Chapter Years Financial Planning By Advisor Holly Wanegar

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.

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.

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

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

April 29, 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.

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.

Wedding Planning Tips from A Wealth Advisor Thumbnail

Wedding Planning Tips from A Wealth Advisor

February 3, 2026 Balancing Act Years Financial Planning Budgeting Women

WHZ Director, Associate Wealth Advisor Aleesha Graham is planning a wedding, and she's sharing some practical financial advice to help others who are planning their big day.

What Lower Interest Rates in 2026 Could Mean for Your Wallet and Investments Thumbnail

What Lower Interest Rates in 2026 Could Mean for Your Wallet and Investments

February 2, 2026 Balancing Act Years Next Chapter Years Investing Financial Planning By Advisor Holly Wanegar

Interest rates are expected to decline; WHZ AVPk, Wealth Advisor Holly Wanegar shares how that may influence your investments as well as your financial plan.

Why Some Investors Aren’t Loving Their Financial Advisors Any Longer — and What They’re Switching To Instead Thumbnail

Why Some Investors Aren’t Loving Their Financial Advisors Any Longer — and What They’re Switching To Instead

January 29, 2026 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing Financial Planning By Advisor Jim Zahansky High Net Worth

For decades, the typical financial advisor relationship followed a familiar pattern: periodic performance reviews, portfolio updates, and a heavy emphasis on market returns. For a long time, that was enough for many people. We’ve never considered it enough at WHZ Strategic Wealth Advisors and today, many investors don’t either. The financial lives of individuals and families have become more complex, and many advisors simply haven’t kept pace. Here’s where many financial advisory and wealth management firms may be falling short, and what you as a client should be looking for instead.