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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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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.

Avoiding Financial Scams at Tax Time and Beyond Thumbnail

Avoiding Financial Scams at Tax Time and Beyond

February 17, 2025 Financial Planning Tax Planning By Advisor Jim Zahansky

Tax season creates prime opportunities for scammers looking to take advantage of unsuspecting individuals, particularly older adults.

Building Generational Wealth: Lessons from Black Wall Street Thumbnail

Building Generational Wealth: Lessons from Black Wall Street

January 30, 2025 Investing Financial Planning By Advisor Jim Zahansky

As we honor Black History Month, there are powerful lessons we can learn from one of the most remarkable examples of wealth building in American history - the story of Black Wall Street in Tulsa's Greenwood District.

WHZ Strategic Wealth Advisors Among 8% of CT Wealth Management Entrants to Earn "Five Star Wealth Manager" Award Thumbnail

WHZ Strategic Wealth Advisors Among 8% of CT Wealth Management Entrants to Earn "Five Star Wealth Manager" Award

January 14, 2025 WHZ News By Advisor Laurence Hale By Advisor Jim Zahansky By Advisor Leisl Langevin

For the 11th consecutive year, all eligible WHZ advisors were recognized with the "Five Star Wealth Manager" award.

One Resolution That Could Provide You With A Better Financial Future Thumbnail

One Resolution That Could Provide You With A Better Financial Future

December 20, 2024 Next Chapter Years Financial Planning By Advisor Jim Zahansky

Think about your last doctor's visit. You probably shared details about your lifestyle, symptoms, and health history – even if some of it felt uncomfortable – because you know that having complete information helps your doctor make the best possible decisions for your health.