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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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The Missing Link in Generational Wealth: Teaching Financial Literacy to Heirs Thumbnail

The Missing Link in Generational Wealth: Teaching Financial Literacy to Heirs

April 30, 2026 Balancing Act Years Next Chapter Years Estate Planning Financial Literacy High Net Worth Inheritance By Advisor Logan Lum

Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term.

Estimated Taxes in 2026: What Business Owners Should Adjust After April 15  Thumbnail

Estimated Taxes in 2026: What Business Owners Should Adjust After April 15 

April 15, 2026 Business Owners Tax Planning By Advisor Logan Lum

For many business owners, April 15 can feel like the finish line of tax season. But in reality, it’s only the beginning of the next tax cycle; especially if you’re responsible for paying quarterly estimated taxes. As we move into the 2026 tax year, our team at WHZ is advising our business owner clients to pay attention to several policy changes, new compliance expectations, and shifting income dynamics.

Alternative Investments: Are They Right for “Next Generation” High Net Worth Investors? Thumbnail

Alternative Investments: Are They Right for “Next Generation” High Net Worth Investors?

February 20, 2026 Next Chapter Years Investing Financial Planning By Advisor Logan Lum

Should investors be adding more alternative investments to their portfolios? What to consider as you determine what's right for your specific financial goals.

How to Reduce Your 2026 Tax Bill — and Put Your Money to Better Use Thumbnail

How to Reduce Your 2026 Tax Bill — and Put Your Money to Better Use

January 27, 2026 Balancing Act Years Next Chapter Years Financial Planning Tax Planning By Advisor Logan Lum

Learn nine ways to pay less at tax time, and put that money to work in your financial plan instead.

Smart Tax Planning for High Earners in 2026 Thumbnail

Smart Tax Planning for High Earners in 2026

December 30, 2025 Financial Planning Tax Planning High Net Worth By Advisor Logan Lum

As we begin 2026, high earners are entering one of the most consequential tax years in more than a decade. The Tax Cuts and Jobs Act (TCJA) individual tax provisions officially expired on December 31, 2025, and Congress did not pass legislation to extend or modify those rules. Despite substantial debate throughout 2025 – and speculation that the Omnibus Budget and Border Security Act (OBBBA) or subsequent bills might carry extensions – no federal law ultimately altered the scheduled sunset.