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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 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.

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 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.

The Psychology of an Inheritance Windfall: Managing Emotions for Strategic Financial Success Thumbnail

The Psychology of an Inheritance Windfall: Managing Emotions for Strategic Financial Success

May 8, 2025 Financial Planning Inheritance By Advisor Jonathan Mathews

Receiving an inheritance can be emotionally complex. While a financial windfall represents opportunity, it often comes paired with grief, uncertainty, and pressure.

Receiving an Inheritance? Be Prepared for These Tax Implications Thumbnail

Receiving an Inheritance? Be Prepared for These Tax Implications

July 19, 2024 Next Chapter Years Financial Planning Tax Planning By Advisor Laurence Hale Inheritance

Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.

10 Ways to Avoid Capital Gains Tax Thumbnail

10 Ways to Avoid Capital Gains Tax

February 3, 2024 Tax Planning By Advisor Laurence Hale High Net Worth Inheritance

While you can't completely avoid paying capital gains tax, here are 10 ways to reduce the amount you owe.

Why Everyone Needs an Inheritance Strategy Thumbnail

Why Everyone Needs an Inheritance Strategy

August 2, 2023 Balancing Act Years Estate Planning Financial Planning By Advisor Jim Zahansky Inheritance

Many people dream of coming into an inheritance, but not all that glitters is gold. Read more to understand the complexities of inheriting wealth—and why you need a strategy.

How SECURE and SECURE 2.0 Could Affect Inheritance Thumbnail

How SECURE and SECURE 2.0 Could Affect Inheritance

August 9, 2021 Balancing Act Years By Advisor Jim Zahansky Inheritance

The Securing a Strong Retirement Act, often referred to as SECURE 2.0, is widely expected to be passed in the coming months. Here’s what to know in order to plan well for how to best put those funds to work for you and your heirs.