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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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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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Are We Too Concentrated on AI? Thumbnail

Are We Too Concentrated on AI?
Investing By Advisor Laurence Hale

The excitement surrounding artificial intelligence (AI) lit a fire under stocks last year as we learned how AI would help us work faster, turn words into pictures, and shop on our behalf. Investors are optimistic that AI-related stocks will continue to surge on further adoption by individuals and corporations. The advent of AI has helped to propel the bull market, which started in October 2022. Since then, the S&P 500 Information Technology sector has increased by an astounding 181.7%.

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Investment Portfolio Performance: Looking Beyond the Shutdown Thumbnail

Investment Portfolio Performance: Looking Beyond the Shutdown
Investing By Advisor Laurence Hale

When faced with the looming threat of a potentially disastrous Thanksgiving holiday travel period, US senators finally reached a compromise to reopen the government on November 12th. Republican Senate leaders agreed to vote by mid-December on a Democratic bill to extend the Affordable Care Act subsidies and seven Democratic senators and one Independent crossed the aisle and agreed to vote for the Senate’s government funding bill.

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