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icon: Winner, Gramercy Institute FCMA Financial Content Marketing Awards2024 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 Prioritize Your Financial Goals for 2026: A Strategic Guide for an Uncertain but Opportunity-Rich Year Thumbnail

How to Prioritize Your Financial Goals for 2026: A Strategic Guide for an Uncertain but Opportunity-Rich Year
Next Chapter Years Financial Planning By Advisor Leisl Langevin

If the past few years have taught us anything, it’s that financial planning today requires both resilience and adaptability. As we enter 2026, we find ourselves facing a mix of encouraging economic trends and ongoing uncertainties. Inflation has cooled, interest rates may begin to stabilize, and the stock market continues to reflect both innovation-driven growth and periodic volatility. At the same time, many households are still recalibrating after years of elevated costs and shifting financial priorities.

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The $84 Trillion Women's Wealth Transfer: Navigating the Greatest Financial Shift in History Thumbnail

The $84 Trillion Women's Wealth Transfer: Navigating the Greatest Financial Shift in History
Financial Planning Women By Advisor Leisl Langevin

Over $84 trillion in assets is expected to pass from the Silent Generation and baby boomers to their loved ones over the next two decades. It's the greatest generational wealth transfer in history, and women stand to benefit substantially as wealth passes from generations where money was managed largely by men to one where it is increasingly managed by women.

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