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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.

Tax Season 2025: Key Dates, Tax Law Changes, and Strategies for The Year Ahead Thumbnail

Tax Season 2025: Key Dates, Tax Law Changes, and Strategies for The Year Ahead

December 20, 2024 Financial Planning Tax Planning By Advisor Leisl Langevin

As we enter 2025, the tax landscape is especially significant with several major changes on the horizon. It will be more important than ever to stay informed about your finances and to work closely with your accountant and financial planner to ensure your financial plan stays as tax efficient as possible.

Investing in Real Estate as Part of Your Retirement Strategy: Pros and Cons Thumbnail

Investing in Real Estate as Part of Your Retirement Strategy: Pros and Cons

November 22, 2024 Retirement Planning Estate Planning By Advisor Leisl Langevin

Are you looking to diversify your retirement portfolio beyond stocks and bonds? Real estate investing can be an attractive option for building long-term wealth and generating passive income in retirement.

Dealing with the Financial Implications of Cancer or Other Serious Diagnosis Thumbnail

Dealing with the Financial Implications of Cancer or Other Serious Diagnosis

October 18, 2024 Next Chapter Years Financial Planning By Advisor Leisl Langevin

As we observe Breast Cancer Awareness Month, it is an important reminder to reflect not only on prevention and early detection of breast cancer, but also on the broader impacts that a cancer diagnosis of any kind, or a diagnosis of any serious illness, can have.

The Rise of AI in Wealth Management: A Risk/Benefit Analysis Thumbnail

The Rise of AI in Wealth Management: A Risk/Benefit Analysis

September 26, 2024 Financial Planning By Advisor Leisl Langevin

Imagine a world where AI supercharges your financial strategy, but your human advisor still knows you better than any algorithm. At WHZ, we’re there. Welcome to the future of wealth management, where cutting-edge technology and irreplaceable human insight join forces.

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Dividing Retirement Assets at Divorce

August 16, 2024 Next Chapter Years Divorce By Advisor Leisl Langevin

Divorcing? Don't let your retirement dreams slip away. Discover how to split retirement assets fairly and avoid costly mistakes that could derail your financial future. Learn the insider tips to navigate QDROs, tax implications, and unique retirement benefits like a pro.

Are Your Investments Really Earning As Much As You Think They Are? Thumbnail

Are Your Investments Really Earning As Much As You Think They Are?

July 5, 2024 Investing Financial Planning Financial Literacy By Advisor Leisl Langevin

Learn how the concept of real return can help you make better investment decisions for your unique financial situation. Discover why real return should be a key factor in choosing the right mix of assets for your portfolio.

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Achieve Financial Freedom: 7 Steps for Financial Independence

June 25, 2024 Balancing Act Years Investing Financial Planning By Advisor Leisl Langevin

By following these 7 steps, you can work towards becoming financially independent.

Is It Better to Save or Invest When Interest Rates Are High? Thumbnail

Is It Better to Save or Invest When Interest Rates Are High?

May 9, 2024 Investing Financial Planning Financial Literacy By Advisor Leisl Langevin

Compare some of the pros and cons of investing in savings accounts and mutual funds versus longer-term investments.

Top 5 Tips to Increase Savings at Any Age Thumbnail

Top 5 Tips to Increase Savings at Any Age

April 5, 2024 Investing Financial Planning Financial Literacy Budgeting By Advisor Leisl Langevin

In honor of America Saves Week, here are the top 5 tips and tricks to help you save for what matters most.