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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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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

December 29, 2025 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.

2025 Tax Filing: What to Expect & Why to Prepare Before This Year Ends Thumbnail

2025 Tax Filing: What to Expect & Why to Prepare Before This Year Ends

November 15, 2025 Tax Planning By Advisor Leisl Langevin

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.

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

October 20, 2025 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.

10 Ways Millennials and Gen Z Could Benefit from the Big Beautiful Bill Act Thumbnail

10 Ways Millennials and Gen Z Could Benefit from the Big Beautiful Bill Act

August 27, 2025 Balancing Act Years Financial Planning Tax Planning By Advisor Leisl Langevin

The One Big Beautiful Bill Act (OBBBA) introduces tax, retirement, and education provisions that may be particularly impactful for Millennials and Gen Z – here are the top 10.

What Executives Planning to Retire in The Next 5 Years Need to Consider Now Thumbnail

What Executives Planning to Retire in The Next 5 Years Need to Consider Now

July 28, 2025 Retirement Planning By Advisor Leisl Langevin

The corner office view is still spectacular, but lately you've found yourself gazing out the window a little longer, imagining what life could look like beyond corporate boardrooms and quarterly earnings calls.

Midyear Financial Checkup: Essential Steps for 2025 Thumbnail

Midyear Financial Checkup: Essential Steps for 2025

July 1, 2025 Financial Planning Tax Planning By Advisor Leisl Langevin

We’ve just passed the midpoint of 2025 – the perfect time to pause and evaluate your finances.

Creating a Smart Financial Strategy to Pay for College Thumbnail

Creating a Smart Financial Strategy to Pay for College

May 7, 2025 Balancing Act Years College Planning Financial Planning By Advisor Leisl Langevin

Planning for your child's college education can feel overwhelming—from understanding financial aid to knowing how much to save and where to put those savings.

Financial Empowerment Tips for Women Business Owners Thumbnail

Financial Empowerment Tips for Women Business Owners

March 6, 2025 Business Owners Financial Planning Women By Advisor Leisl Langevin

As a business leader and woman in finance, I've witnessed firsthand how female entrepreneurs are transforming the business landscape.

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.