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Our advisors have a wealth of knowledge, and they're sharing it all the time, right here on our blog. Dive in and get the information and insights you need. But don't stop there. Get our financial tips and insights delivered straight to your inbox with our Fearless Flyer newsletter, to help you keep fearlessly pursuing your financial and life goals. 

icon: Winner, Gramercy Institute FCMA Financial Content Marketing Awards2024 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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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 

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.

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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

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.

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