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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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Stocks Conquer a Wall of Worries Thumbnail

Stocks Conquer a Wall of Worries

July 24, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale

The stock market has climbed a wall of worry this year, ascending to new heights despite a long list of scary news headlines.

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10 Critical Tax Tips for Executives in 2025

July 1, 2025 Business Executives Tax Planning By Advisor Jonathan Mathews

With key Tax Cuts and Jobs Act provisions expiring at the end of 2025, now is the time for executives to utilize strategies to optimize their tax situation. Here are the most important tax considerations for those in executive and leadership positions.

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Midyear Financial Checkup: Essential Steps for 2025

July 1, 2025 Financial Planning Tax Planning By Advisor Leisl Langevin

We’ve just passed the midpoint of 2025 – the perfect time to pause and evaluate your finances.

Examining the President’s “Big, Beautiful Bill” Thumbnail

Examining the President’s “Big, Beautiful Bill”

June 19, 2025 Financial Planning Tax Planning By Advisor Laurence Hale

The Republican-controlled House of Representatives has passed a huge piece of legislation that extends tax cuts from President Trump’s first term and layers on additional tax cuts and benefits for consumers.

Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company Thumbnail

Business Tax Outlook: What Continuing TCJA Tax Provisions Could Mean for Your Company

May 14, 2025 Business Owners Tax Planning By Advisor Jim Zahansky

At the end of 2025, business owners could face a significant turning point in tax policy. The Tax Cuts and Jobs Act (TCJA) of 2017, which dramatically reformed the U.S. tax code, included numerous provisions set to expire on December 31, 2025.

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Riding the Tariff Rollercoaster

May 9, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale

The details surrounding President Trump’s proposed tariffs are changing so rapidly it’s tough to keep track of what products from which countries will face levies. This unsettled environment has sent the S&P 500 lurching from gains to losses.

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Financial Impacts of Trump’s First 60 Days in Office

April 15, 2025 Investing Financial Planning Tax Planning By Advisor Laurence Hale

From tarriffs to tax policy, President Trump has hit the ground running on enacting sweeping changes in his second term. Here's how it's impacted markets and wallets thus far.

Tax Planning Strategies High Earners Should Consider Thumbnail

Tax Planning Strategies High Earners Should Consider

March 7, 2025 Tax Planning High Net Worth By Advisor Jonathan Mathews

Reaching six figures is no easy feat. If you're one of the hard-working few who has made it to this milestone, give yourself a pat on the back.

Financial Impacts if Trump Extends the Tax Cuts and Jobs Act Thumbnail

Financial Impacts if Trump Extends the Tax Cuts and Jobs Act

February 26, 2025 Financial Planning Tax Planning By Advisor Laurence Hale

The Tax Cuts and Jobs Act (TCJA) of 2017 enacted many significant changes that lowered tax rates for both businesses and individuals. But unless actions are taken, those changes are set to expire this year.

Avoiding Financial Scams at Tax Time and Beyond Thumbnail

Avoiding Financial Scams at Tax Time and Beyond

February 17, 2025 Financial Planning Tax Planning By Advisor Jim Zahansky

Tax season creates prime opportunities for scammers looking to take advantage of unsuspecting individuals, particularly older adults.