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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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Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets Thumbnail

Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets

December 27, 2025 Investing Financial Planning By Advisor Jim Zahansky

Artificial intelligence is advancing at a pace that feels unprecedented, leaving some feeling uncertain and even worried. Yet throughout history, periods of rapid technological change have followed a familiar pattern: anxiety about job disruption, followed by adjustments in how people work, produce, and create value. For investors, the real question today is not whether AI will change the labor market (it will), but how those changes may influence the broader economy and financial markets over time.

2025 Financial Year in Review and The 2026 Market Outlook Thumbnail

2025 Financial Year in Review and The 2026 Market Outlook

December 17, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale By Advisor Jim Zahansky

WHZ's senior partners provide a review of the key market trends, economic events, and financial planning lessons from 2025, and what they mean for investors heading into 2026.

Navigating Business Succession in an Uncertain Economy Thumbnail

Navigating Business Succession in an Uncertain Economy

September 30, 2025 Business Owners Business Succession Planning By Advisor Jim Zahansky

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.

Six "Big, Beautiful" Tax Wins for Small Business Owners In the OBBBA Thumbnail

Six "Big, Beautiful" Tax Wins for Small Business Owners In the OBBBA

August 28, 2025 Business Owners By Advisor Jim Zahansky

Here are six particularly compelling tax wins in the One Big, Beautiful Bill Act (OBBBA) that every small business owner should understand and implement.

How to Use Business Equity to Build Personal Wealth Thumbnail

How to Use Business Equity to Build Personal Wealth

July 24, 2025 Business Owners Financial Planning By Advisor Jim Zahansky

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?

Business Owner's Mid-Year Gut Check: Balancing Business Growth with Personal Financial Security Thumbnail

Business Owner's Mid-Year Gut Check: Balancing Business Growth with Personal Financial Security

July 7, 2025 Business Owners Investing Financial Planning By Advisor Jim Zahansky

As a business owner, you face a constant balancing act: how much should you reinvest in your business versus extracting wealth for personal financial security?

Business Interruption Insurance: What Every Owner Needs to Know Thumbnail

Business Interruption Insurance: What Every Owner Needs to Know

June 8, 2025 Business Owners Financial Planning Insurance By Advisor Jim Zahansky

When unexpected events force your business to temporarily shut down or operate at reduced capacity, the financial impact can be devastating. Business interruption insurance serves as a critical financial safety net, but understanding what it covers, how much you need, and what it costs requires careful consideration.

Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company Thumbnail

Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company

May 14, 2025 Business Owners Tax Planning By Advisor Jim Zahansky

At the end of 2025, business owners could face a significant turning point in tax policy. The Tax Cuts and Jobs Act (TCJA) of 2017, which dramatically reformed the U.S. tax code, included numerous provisions set to expire on December 31, 2025.

10 Steps for Effective Business Financial Planning Thumbnail

10 Steps for Effective Business Financial Planning

April 18, 2025 Business Executives Financial Literacy By Advisor Jim Zahansky

For small business owners, effective financial planning plays a critical role in achieving financial stability and growth for both your business and personal finances.

5 Years Later: Financial Lessons from the COVID-19 Pandemic Thumbnail

5 Years Later: Financial Lessons from the COVID-19 Pandemic

March 7, 2025 Financial Planning By Advisor Jim Zahansky

As we near five years since the start of the COVID-19 pandemic, our team at WHZ recently took some time to think back and talk about how this unusual global event changed our everyday lives and the financial world for people, companies, and markets globally.