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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
Federal funding deadlines and the November 3 midterm elections will dominate the news this fall. History suggests neither belongs in your portfolio decisions. Three things this fall genuinely deserve your time, and none of them require predicting anything.
IRS audits of high earners have dropped sharply, but AI matching systems have not. What high-net-worth taxpayers and business owners should document now.
High earners under 55 should review OBBBA tax changes, including the $40,000 SALT cap, charitable giving floor, Trump Accounts, 529 expansion, and multi-year tax planning.
529 plan vs trust: Which is better for grandparents supporting the next generation? Learn the key differences, benefits, and when to use both.
How does war impact the stock market? Learn how the Iran conflict affects oil, inflation, and investments—and why long-term investors benefit from staying disciplined during market volatility.
Women are set to inherit the majority of the $84 trillion "Great Wealth Transfer" over the next couple of decades. Addressing women's financial confidence gap is more important than ever. Here’s a look at what’s to come, and how women can prepare.
WHZ's Jim Zahansky, Laurence Hale, and Leisl L. Langevin have once again been named Five Star Wealth Managers by Connecticut Magazine and Five Star Professional.
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.
Tax season will be here before you know it, and getting ahead of it now can save you significant time, stress, and money. Whether you're an early filer or someone who waits until the deadline, understanding what to expect and taking proactive steps now is sure to make the entire process smoother, and may even save you some money.
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.