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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.

Economic Impacts of The War in Iran – Where We’re At, What Could Be Ahead Thumbnail

Economic Impacts of The War in Iran – Where We’re At, What Could Be Ahead

March 20, 2026 Financial Planning By Advisor Jim Zahansky

The war in Iran has sent oil prices higher and stock prices lower. But the US has lived through both wars and energy crises in the past, and ultimately, the stock market has always climbed higher once the situation is resolved. Will this time be different?

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.

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

As Women's Wealth Grows, Financial Confidence Must Too

February 22, 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.

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.

Political Unrest & Market Trends: What Can History Tell Us? Thumbnail

Political Unrest & Market Trends: What Can History Tell Us?

February 15, 2026 Investing Financial Planning By Advisor Laurence Hale

What can history tell us about how financial markets respond to troubling times? WHZ's Laurence Hale shares insights that could shed light on today's market fluctuations.

Wedding Planning Tips from A Wealth Advisor Thumbnail

Wedding Planning Tips from A Wealth Advisor

February 3, 2026 Balancing Act Years Financial Planning Budgeting Women

WHZ Director, Associate Wealth Advisor Aleesha Graham is planning a wedding, and she's sharing some practical financial advice to help others who are planning their big day.

What Lower Interest Rates in 2026 Could Mean for Your Wallet and Investments Thumbnail

What Lower Interest Rates in 2026 Could Mean for Your Wallet and Investments

February 2, 2026 Balancing Act Years Next Chapter Years Investing Financial Planning By Advisor Holly Wanegar

Interest rates are expected to decline; WHZ AVPk, Wealth Advisor Holly Wanegar shares how that may influence your investments as well as your financial plan.

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

January 29, 2026 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.