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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 Catch-Up Contribution Rule Change Many High-Earners Don’t Know About Thumbnail

The Catch-Up Contribution Rule Change Many High-Earners Don’t Know About

November 12, 2026 Next Chapter Years Retirement Planning By Advisor Jonathan Mathews

Earned over $150,000 in 2025? Your 401(k) catch-up contributions must now be Roth under SECURE 2.0. See what it costs and what to check by Dec. 31.

Social Security’s 2027 COLA Announced: 6 Things to Know for Retirees and Pre-Retirees Thumbnail

Social Security’s 2027 COLA Announced: 6 Things to Know for Retirees and Pre-Retirees

November 5, 2026 Next Chapter Years Financial Planning Retirement Income By Advisor Logan Lum

What does Social Security’s 2027 COLA mean for your retirement income? A look at the real value after Medicare, why COLAs trail retirees’ costs, and the claiming decisions that matter more.

How Financial Stress Affects Your Well-Being (and What to Do About It) Thumbnail

How Financial Stress Affects Your Well-Being (and What to Do About It)

October 9, 2026 Balancing Act Years Next Chapter Years Financial Planning By Advisor Logan Lum

Financial stress affects more than 60% of adults and shows up in sleep, mood, and health. Learn what research says about reducing it, plus five habits that help.

How Much Should You Really Have Saved by Age 40, 50, 60? Thumbnail

How Much Should You Really Have Saved by Age 40, 50, 60?

May 29, 2026 Balancing Act Years Next Chapter Years Financial Planning By Advisor Holly Wanegar

Wondering how much retirement savings you should have by age 40, 50, or 60? Benchmarks can help you assess progress and adjust your financial plan.

The Missing Link in Generational Wealth: Teaching Financial Literacy to Heirs Thumbnail

The Missing Link in Generational Wealth: Teaching Financial Literacy to Heirs

April 29, 2026 Balancing Act Years Next Chapter Years Estate Planning Financial Literacy High Net Worth Inheritance By Advisor Logan Lum

Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term.

Iran War Has Markets Volatile, But It’s Not The First Time Thumbnail

Iran War Has Markets Volatile, But It’s Not The First Time

April 13, 2026 Balancing Act Years Next Chapter Years Investing Financial Planning By Advisor Leisl Langevin

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.

The Psychology of Money in Families: Why We Avoid Financial Conversations Thumbnail

The Psychology of Money in Families: Why We Avoid Financial Conversations

April 7, 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.

Alternative Investments: Are They Right for “Next Generation” High Net Worth Investors? Thumbnail

Alternative Investments: Are They Right for “Next Generation” High Net Worth Investors?

February 18, 2026 Next Chapter Years Investing Financial Planning By Advisor Logan Lum

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 Lower Interest Rates in 2026 Could Mean for Your Wallet and Investments Thumbnail

What Lower Interest Rates in 2026 Could Mean for Your Wallet and Investments

February 2, 2026 Balancing Act Years Next Chapter Years Investing Financial Planning By Advisor Holly Wanegar

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.

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

January 29, 2026 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.