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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
Money plays a central role in nearly every aspect of life—financial security, lifestyle choices, relationships, and long-term goals. Yet despite its importance, family financial conversations are often avoided. Many people find it easier to talk about sensitive personal topics than money.
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 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.
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.
Should investors be adding more alternative investments to their portfolios? What to consider as you determine what's right for your specific financial goals.
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.
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.
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.
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.
Learn nine ways to pay less at tax time, and put that money to work in your financial plan instead.