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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
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.
It was a bright autumn afternoon when the Henderson family gathered for their first formal family meeting. Three generations sat around the table—grandparents, parents, and adult grandchildren. At first, there was hesitation. Would the meeting feel forced? Would long standing differences bubble up? But as the conversation unfolded, something shifted. The grandparents spoke about the values that had guided them in building their wealth, the parents shared hopes for philanthropy, and the grandchildren offered fresh perspectives on the family’s role in the community. By the end of the day, the family left not only with a clear set of goals, but also with a renewed sense of connection.
Aging comes with significant financial and lifestyle considerations. From healthcare to long-term care, estate planning and more, here are the essential steps to take now so that you're well cared for later.
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.
Here are three powerful and sophisticated estate planning strategies that can help you maximize the transfer of generational wealth.
Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.
Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation.
You don't have to have millions in the bank to benefit from establishing a trust. Find out more about this important legal tool and how it can benefit you.
Many people dream of coming into an inheritance, but not all that glitters is gold. Read more to understand the complexities of inheriting wealth—and why you need a strategy.