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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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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.

2025 Is Here, And So Are These 3 Big Changes to Retirement Savings Rules Thumbnail

2025 Is Here, And So Are These 3 Big Changes to Retirement Savings Rules

December 20, 2024 Next Chapter Years Retirement Planning Financial Planning By Advisor Laurence Hale

The SECURE 2.0 Act continues to roll out significant changes to retirement savings rules, with 2025 bringing some of the most impactful updates yet – especially for those nearing retirement.

2025 Market & Economic Outlook: Maintaining Strategic Focus in a Shifting Landscape Thumbnail

2025 Market & Economic Outlook: Maintaining Strategic Focus in a Shifting Landscape

December 20, 2024 Next Chapter Years Retirement Planning By Advisor Laurence Hale

After two years of a strong bull market, 2025 begins on a positive note with investors optimistic about the future. The Federal Reserve is expected to continue cutting interest rates, though more slowly than they did last year.

2024: A Year of Change for The Markets and Economy Thumbnail

2024: A Year of Change for The Markets and Economy

December 14, 2024 Financial Planning By Advisor Laurence Hale

2024 will go into the history books as the year the recession never arrived. After the Federal Reserve raised interest rates sharply in 2023 to fight a post-pandemic spike in inflation, concerns grew early this year that economic growth would stall.

What President-Elect Trump May Mean for Markets Thumbnail

What President-Elect Trump May Mean for Markets

November 7, 2024 Financial Planning By Advisor Laurence Hale

After a contentious campaign season, former President Donald Trump has been elected the 47th president of the United States.

Harris & Trump Lay Out Different Visions for the US Economy Thumbnail

Harris & Trump Lay Out Different Visions for the US Economy

October 25, 2024 Investing Retirement Planning Financial Planning Tax Planning By Advisor Laurence Hale

With only a few weeks remaining before the presidential election, former President Donald Trump and Vice President Kamala Harris have laid out how they plan to keep the economy growing. Many of their policies rely on tax breaks that curry favor with working-class Americans.

Presidential Candidates On The Economy Thumbnail

Presidential Candidates On The Economy

September 13, 2024 Investing Financial Planning Tax Planning By Advisor Laurence Hale

Here’s a look at some of the ideas that former President Trump and Vice President Harris have floated on taxes, tariffs, housing and prices, if they win the 2024 election.

Interest Rates Are Finally Falling – Here’s Why, And What May Happen As A Result Thumbnail

Interest Rates Are Finally Falling – Here’s Why, And What May Happen As A Result

August 30, 2024 Investing Financial Planning By Advisor Laurence Hale

Curious about the recent shift in interest rates? Discover why the Federal Reserve is eyeing rate cuts and what it means for your wallet. From cheaper mortgages to potential stock market impacts, find out how this economic pivot could affect your financial future.

Receiving an Inheritance? Be Prepared for These Tax Implications Thumbnail

Receiving an Inheritance? Be Prepared for These Tax Implications

July 19, 2024 Next Chapter Years Financial Planning Tax Planning By Advisor Laurence Hale Inheritance

Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.

A Mid-Year Outlook on 2024 Interest Rates, Market Performance and More Thumbnail

A Mid-Year Outlook on 2024 Interest Rates, Market Performance and More

June 20, 2024 Investing Financial Planning Financial Literacy By Advisor Laurence Hale

Although it has been a record-breaking year in the stock markets, investors should take a moment to rebalance portfolios because future returns are never guaranteed.