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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.

As Women's Wealth Grows, Financial Confidence Must Too Thumbnail

As Women's Wealth Grows, Financial Confidence Must Too

February 21, 2026 Investing Financial Planning Financial Literacy Women By Advisor Holly Wanegar

The women's financial confidence gap is real – but it's not about ability. What women need to do to increase financial confidence as the majority of wealth transitions to them in the coming decades.

Our Most Popular Pieces of 2025 and What They Reveal About the Year Ahead Thumbnail

Our Most Popular Pieces of 2025 and What They Reveal About the Year Ahead

December 7, 2025 Financial Planning Financial Literacy By Advisor Holly Wanegar

When we reviewed WHZ’s most popular pieces of 2025 (all of which you can access ob our website at whzwealth.com) something interesting emerged. At first glance, the topics seemed all over the map: gifting strategies, inheritance psychology, presidential policy changes, healthcare costs, and even the new FICO credit-scoring models. But when we stepped back, a pattern came into focus: every one of these themes points to a deeper shift occurring in the financial lives of Americans—and especially in the lives of people preparing for or navigating major financial transitions.

The New Things to Know About Building Generational Wealth Now Thumbnail

The New Things to Know About Building Generational Wealth Now

October 21, 2025 Financial Planning Financial Literacy Inheritance By Advisor Jonathan Mathews

Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning.

Buy Now, Pay Later: What the New FICO Credit Scoring Models Mean for Your Financial Health Thumbnail

Buy Now, Pay Later: What the New FICO Credit Scoring Models Mean for Your Financial Health

August 29, 2025 Financial Planning Financial Literacy By Advisor Holly Wanegar

Starting fall 2025, FICO will incorporate Buy Now, Pay Later data for the first time, which could significantly impact your credit score. Here's what to know.

10 Steps for Effective Business Financial Planning Thumbnail

10 Steps for Effective Business Financial Planning

April 18, 2025 Business Executives Financial Literacy By Advisor Jim Zahansky

For small business owners, effective financial planning plays a critical role in achieving financial stability and growth for both your business and personal finances.

Are Your Investments Really Earning As Much As You Think They Are? Thumbnail

Are Your Investments Really Earning As Much As You Think They Are?

July 5, 2024 Investing Financial Planning Financial Literacy By Advisor Leisl Langevin

Learn how the concept of real return can help you make better investment decisions for your unique financial situation. Discover why real return should be a key factor in choosing the right mix of assets for your portfolio.

A Mid-Year Outlook on 2024 Interest Rates, Market Performance and More Thumbnail

A Mid-Year Outlook on 2024 Interest Rates, Market Performance and More

June 20, 2024 Investing Financial Planning Financial Literacy By Advisor Laurence Hale

Although it has been a record-breaking year in the stock markets, investors should take a moment to rebalance portfolios because future returns are never guaranteed.

Is It Better to Save or Invest When Interest Rates Are High? Thumbnail

Is It Better to Save or Invest When Interest Rates Are High?

May 9, 2024 Investing Financial Planning Financial Literacy By Advisor Leisl Langevin

Compare some of the pros and cons of investing in savings accounts and mutual funds versus longer-term investments.

How to Pay Down Student Debt Faster Thumbnail

How to Pay Down Student Debt Faster

May 8, 2024 Balancing Act Years Financial Planning Financial Literacy By Advisor Holly Wanegar

Learn how you can pay down your student debt faster and more efficiently with smart strategies.