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icon: Winner, Gramercy Institute FCMA Financial Content Marketing Awards2024 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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Why Some Investors Aren’t Loving Their Financial Advisors Any Longer — and What They’re Switching To Instead Thumbnail

Why Some Investors Aren’t Loving Their Financial Advisors Any Longer — and What They’re Switching To Instead

Balancing Act Years Next Chapter Years Business Owners Business Executives Investing Financial Planning By Advisor Jim Zahansky High Net Worth

For decades, the typical financial advisor relationship followed a familiar pattern: periodic performance reviews, portfolio updates, and a heavy emphasis on market returns. For a long time, that was enough for many people. We’ve never considered it enough at WHZ Strategic Wealth Advisors and today, many investors don’t either. The financial lives of individuals and families have become more complex, and many advisors simply haven’t kept pace. Here’s where many financial advisory and wealth management firms may be falling short, and what you as a client should be looking for instead.

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Smart Tax Planning for High Earners in 2026 Thumbnail

Smart Tax Planning for High Earners in 2026

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.

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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
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.

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Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets Thumbnail

Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets

Investing Financial Planning By Advisor Jim Zahansky

Artificial intelligence is advancing at a pace that feels unprecedented, leaving some feeling uncertain and even worried. Yet throughout history, periods of rapid technological change have followed a familiar pattern: anxiety about job disruption, followed by adjustments in how people work, produce, and create value. For investors, the real question today is not whether AI will change the labor market (it will), but how those changes may influence the broader economy and financial markets over time.

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2026 Retirement Planning Checklist: 8 Things To Do Before Spring Thumbnail

2026 Retirement Planning Checklist: 8 Things To Do Before Spring

Next Chapter Years Retirement Planning Financial Planning By Advisor Jonathan Mathews

The new year is, of course, a popular time to plan for the future. While this usually is focused on the year ahead, I’d encourage you to think bigger. The first quarter of the year is actually the perfect time to refocus on your retirement goals and update your long-term financial plan. Whether you're already retired or preparing to make the transition, the first quarter of 2026 offers key opportunities to optimize your strategy, minimize taxes, and strengthen your financial confidence.

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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
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.

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