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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
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.
For small business owners, effective financial planning plays a critical role in achieving financial stability and growth for both your business and personal finances.
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.
Tax season creates prime opportunities for scammers looking to take advantage of unsuspecting individuals, particularly older adults.
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.
For the 11th consecutive year, all eligible WHZ advisors were recognized with the "Five Star Wealth Manager" award.
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.
As a business owner, your path to retirement likely looks quite different from that of a typical employee. While you may have more control over your financial destiny, you also face unique challenges and opportunities when it comes to planning for your golden years.
If you’re a business owner, you already know that staying on top of important employee benefit deadlines and compliance requirements is crucial.
Here are three powerful and sophisticated estate planning strategies that can help you maximize the transfer of generational wealth.