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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
A strong year leaves you with the obvious three: pay down debt, buy equipment, or sit on the cash. The fourth choice usually does more for your personal balance sheet than any of them.
Learn how business owners can turn company value into personal wealth through strategic wealth extraction, tax planning, and succession or sale planning.
Business owners often hold most of their wealth inside their company. Learn how to manage concentration risk, extract wealth strategically, and align business value with personal financial security.
A mid-year financial gut check helps business owners review cash flow, liquidity, taxes, risk, and personal planning during economic volatility.
Business exit planning in an uncertain economy requires focusing on what truly drives value—cash flow, operational strength, and buyer readiness. Learn how to prepare for a successful exit.
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.
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.
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.
Here are six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) that every small business owner should understand and implement.
Running a successful business is an achievement worth celebrating. But your business success should fuel also your personal wealth, not just get reinvested back into operations. The challenge?