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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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Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know Thumbnail

Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know

November 6, 2023 Next Chapter Years Retirement Planning By Advisor Leisl Cording High Net Worth Women

Around 20% of Americans provide custodial care to a loved one. Here's the financial toll it can take, and what other options your loved ones may have.

Important Updates on Student Loan Forgiveness and 529 Savings Rules Thumbnail

Important Updates on Student Loan Forgiveness and 529 Savings Rules

September 2, 2023 Balancing Act Years College Planning Financial Planning By Advisor Leisl Cording

Have federal student loans? Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules.

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Estate Planning Tips for Blended Families

August 2, 2023 Estate Planning By Advisor Leisl Cording High Net Worth

Do you have a blended family? Here is some helpful information on what estate planning might look like.

Back To School: 5 College Planning Mistakes to Avoid Thumbnail

Back To School: 5 College Planning Mistakes to Avoid

August 2, 2023 Balancing Act Years College Planning By Advisor Leisl Cording

It’s never too early (or too late) to start planning for your child's higher education. Here are some of the most common financial mistakes parents make when it comes to college planning.

6 Ways to Overcome Market Psychology Thumbnail

6 Ways to Overcome Market Psychology

June 26, 2023 Investing Financial Planning Financial Literacy By Advisor Leisl Cording

Market psychology can be tricky to navigate, but you can keep it from affecting you. These six tips can help you to work around these financial market cycles.

6 Great Books for Young Investors Thumbnail

6 Great Books for Young Investors

June 21, 2023 Balancing Act Years Next Chapter Years Investing By Advisor Leisl Cording High Net Worth

These 6 books will help young (and young at heart) investors understand what it means to be financially successful.

Financial Planning Considerations for Unmarried Gay and Lesbian Couples Thumbnail

Financial Planning Considerations for Unmarried Gay and Lesbian Couples

May 31, 2023 Balancing Act Years Financial Planning By Advisor Leisl Cording

With proper planning and guidance, unmarried gay and lesbian couples can create a strong financial plan and secured future for themselves, and for each other. Here are some of the major things to do and to consider.

5 Steps to Managing an Inheritance for High-Net-Worth Individuals Thumbnail

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

May 31, 2023 Financial Planning By Advisor Leisl Cording High Net Worth

You may have spent decades accumulating a high net worth, but when it comes to handling a large inheritance, you may not have all of the answers.

WHZ's Leisl L. Cording Adds Certified Divorce Financial Analyst to Her Suite of Credentials Thumbnail

WHZ's Leisl L. Cording Adds Certified Divorce Financial Analyst to Her Suite of Credentials

March 15, 2023 Balancing Act Years Next Chapter Years Financial Planning WHZ News By Advisor Leisl Cording High Net Worth Women Divorce

As a CDFA® professional, Cording has received specialized training to effectively help clients with divorce-related financial issues that will affect the rest of their lives.

What the Silicon Valley Bank and Signature Bank Collapses Mean for You Thumbnail

What the Silicon Valley Bank and Signature Bank Collapses Mean for You

March 14, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing Financial Planning By Advisor Mike Baum By Advisor Laurence Hale By Advisor Leisl Cording By Advisor Jim Zahansky By Advisor Holly Wanegar

You may have heard about the Silicon Valley Bank and Signature Bank collapses. Here's what it's all about, and our thoughts on what it could mean for the economy and your finances.