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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
How does war impact the stock market? Learn how the Iran conflict affects oil, inflation, and investments—and why long-term investors benefit from staying disciplined during market volatility.
Discover the benefits and risks of AI-driven financial insights, and why human financial advisors remain essential for personalized, strategic planning.
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.
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.
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.
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%.