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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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Are We Too Concentrated on AI? Thumbnail

Are We Too Concentrated on AI?

December 27, 2025 Investing By Advisor Laurence Hale

The excitement surrounding artificial intelligence (AI) lit a fire under stocks last year as we learned how AI would help us work faster, turn words into pictures, and shop on our behalf. Investors are optimistic that AI-related stocks will continue to surge on further adoption by individuals and corporations. The advent of AI has helped to propel the bull market, which started in October 2022. Since then, the S&P 500 Information Technology sector has increased by an astounding 181.7%.

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.

Investment Portfolio Performance: Looking Beyond the Shutdown Thumbnail

Investment Portfolio Performance: Looking Beyond the Shutdown

November 6, 2025 Investing By Advisor Laurence Hale

When faced with the looming threat of a potentially disastrous Thanksgiving holiday travel period, US senators finally reached a compromise to reopen the government on November 12th. Republican Senate leaders agreed to vote by mid-December on a Democratic bill to extend the Affordable Care Act subsidies and seven Democratic senators and one Independent crossed the aisle and agreed to vote for the Senate’s government funding bill.

What Lower Interest Rates Could Mean for Markets and Your Wallet Thumbnail

What Lower Interest Rates Could Mean for Markets and Your Wallet

October 14, 2025 Financial Planning By Advisor Laurence Hale Budgeting

October began with investors focused on the Federal Reserve’s latest shift in policy. After four rate cuts since 2024, the Federal Reserve has lowered its benchmark short-term rate to 4.0%–4.25%, balancing the need to support a changing job market while continuing to battle inflation that remains above its 2% target.

The Cost of Growing Old: What to Know Now to Be Prepared Thumbnail

The Cost of Growing Old: What to Know Now to Be Prepared

October 1, 2025 Next Chapter Years Estate Planning Financial Planning By Advisor Laurence Hale

Aging comes with significant financial and lifestyle considerations. From healthcare to long-term care, estate planning and more, here are the essential steps to take now so that you're well cared for later.

Why Q4 Investment Portfolio Positioning Matters More Than Ever

September 23, 2025 Investing By Advisor Laurence Hale

September is often a tough month for investors. This year’s setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and political uncertainty. Here's why investors should review their portfolios now.     

Key Impacts of the Big, Beautiful Bill Act Thumbnail

Key Impacts of the Big, Beautiful Bill Act

August 5, 2025 Financial Planning Tax Planning By Advisor Laurence Hale

The One Big, Beautiful Bill Act contains tax cuts for individuals and businesses. Let's look at some of the ways the OBBBA may directly affect your pocketbook.    

Stocks Conquer a Wall of Worries Thumbnail

Stocks Conquer a Wall of Worries

July 24, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale

The stock market has climbed a wall of worry this year, ascending to new heights despite a long list of scary news headlines.

Examining the President’s “Big, Beautiful Bill” Thumbnail

Examining the President’s “Big, Beautiful Bill”

June 19, 2025 Financial Planning Tax Planning By Advisor Laurence Hale

The Republican-controlled House of Representatives has passed a huge piece of legislation that extends tax cuts from President Trump’s first term and layers on additional tax cuts and benefits for consumers.

Riding the Tariff Rollercoaster Thumbnail

Riding the Tariff Rollercoaster

May 9, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale

The details surrounding President Trump’s proposed tariffs are changing so rapidly it’s tough to keep track of what products from which countries will face levies. This unsettled environment has sent the S&P 500 lurching from gains to losses.