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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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What You Should Know About AI-Driven Financial Insights Thumbnail

What You Should Know About AI-Driven Financial Insights

March 30, 2026 Investing Retirement Planning College Planning Estate Planning Financial Planning Tax Planning By Advisor Jim Zahansky

Discover the benefits and risks of AI-driven financial insights, and why human financial advisors remain essential for personalized, strategic planning.

The Psychology of Money in Families: Why We Avoid Financial Conversations Thumbnail

The Psychology of Money in Families: Why We Avoid Financial Conversations

March 25, 2026 Balancing Act Years Next Chapter Years Estate Planning Financial Planning Inheritance By Advisor Jonathan Mathews

Learn why families avoid financial conversations, how money psychology shapes behavior, and how open communication can strengthen long-term wealth and planning.

Women & Wealth: What the Next Phase of the Wealth Transfer Means for Female Investors Thumbnail

Women & Wealth: What the Next Phase of the Wealth Transfer Means for Female Investors

February 24, 2026 Investing Estate Planning Financial Planning Women By Advisor Leisl Langevin

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.

Your Guide to Hosting a Successful Financial Family Meeting Thumbnail

Your Guide to Hosting a Successful Financial Family Meeting

November 21, 2025 Balancing Act Years Next Chapter Years Estate Planning Financial Planning High Net Worth Inheritance

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.

The Cost of Growing Old: What to Know Now to Be Prepared Thumbnail

The Cost of Growing Old: What to Know Now to Be Prepared

October 1, 2025 Next Chapter Years Estate Planning Financial Planning By Advisor Laurence Hale

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.

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.

3 Ways Business Owners Can Maximize Generational Wealth Thumbnail

3 Ways Business Owners Can Maximize Generational Wealth

October 11, 2024 Business Owners Estate Planning Business Succession Planning By Advisor Jim Zahansky High Net Worth

Here are three powerful and sophisticated estate planning strategies that can help you maximize the transfer of generational wealth.

Should I Rent or Buy My Home – What Makes the Most Financial Sense? Thumbnail

Should I Rent or Buy My Home – What Makes the Most Financial Sense?

June 30, 2024 Balancing Act Years Estate Planning By Advisor Holly Wanegar

Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.

Cryptocurrency and Your Estate Plan Thumbnail

Cryptocurrency and Your Estate Plan

February 20, 2024 Next Chapter Years Investing Estate Planning By Advisor Laurence Hale

What is a Family Business Succession Plan and Do I Need One for My Business? Thumbnail

What is a Family Business Succession Plan and Do I Need One for My Business?

February 16, 2024 Business Owners Estate Planning Business Succession Planning By Advisor Jim Zahansky

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.