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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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How to Prioritize Your Financial Goals for 2026: A Strategic Guide for an Uncertain but Opportunity-Rich Year Thumbnail

How to Prioritize Your Financial Goals for 2026: A Strategic Guide for an Uncertain but Opportunity-Rich Year
Next Chapter Years Financial Planning By Advisor Leisl Langevin

If the past few years have taught us anything, it’s that financial planning today requires both resilience and adaptability. As we enter 2026, we find ourselves facing a mix of encouraging economic trends and ongoing uncertainties. Inflation has cooled, interest rates may begin to stabilize, and the stock market continues to reflect both innovation-driven growth and periodic volatility. At the same time, many households are still recalibrating after years of elevated costs and shifting financial priorities.

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2026 Retirement Planning Checklist: 8 Things To Do Before Spring Thumbnail

2026 Retirement Planning Checklist: 8 Things To Do Before Spring

Next Chapter Years Retirement Planning Financial Planning By Advisor Jonathan Mathews

The new year is, of course, a popular time to plan for the future. While this usually is focused on the year ahead, I’d encourage you to think bigger. The first quarter of the year is actually the perfect time to refocus on your retirement goals and update your long-term financial plan. Whether you're already retired or preparing to make the transition, the first quarter of 2026 offers key opportunities to optimize your strategy, minimize taxes, and strengthen your financial confidence.

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Your Guide to Hosting a Successful Financial Family Meeting Thumbnail

Your Guide to Hosting a Successful Financial Family Meeting
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.

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