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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
The women's financial confidence gap is real – but it's not about ability. What women need to do to increase financial confidence as the majority of wealth transitions to them in the coming decades.
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.
When we reviewed WHZ’s most popular pieces of 2025 (all of which you can access ob our website at whzwealth.com) something interesting emerged. At first glance, the topics seemed all over the map: gifting strategies, inheritance psychology, presidential policy changes, healthcare costs, and even the new FICO credit-scoring models. But when we stepped back, a pattern came into focus: every one of these themes points to a deeper shift occurring in the financial lives of Americans—and especially in the lives of people preparing for or navigating major financial transitions.
While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to develop a comprehensive charitable giving strategy that maximizes both your impact and your tax benefits.
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.
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.
In recent years, the FIRE movement—Financial Independence, Retire Early—has ignited passionate debate among financial professionals and retirement planners alike.
Planning for your financial future requires balancing immediate needs and wants with long-term needs and aspirations. Whether you're saving for a vacation next year or retirement decades away, understanding how to approach different savings goals through strategic financial planning can help you live fully through every stage of life while still building lasting financial security.
Education is one of the most valuable investments you can make for your loved ones, but paying for college can be daunting.
Whether ESG funds are right for you is largely a personal decision that should align with your overall financial goals and values. Let's explore what socially responsible investing means and how it might fit into your financial plan.