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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
A year-end tax checklist for retirees and pre-retirees: Roth conversion timing, RMD deadlines, 2026 QCD limits, tax-loss harvesting, and beneficiary reviews before December 31.
IRS audits of high earners have dropped sharply, but AI matching systems have not. What high-net-worth taxpayers and business owners should document now.
A strong year leaves you with the obvious three: pay down debt, buy equipment, or sit on the cash. The fourth choice usually does more for your personal balance sheet than any of them.
Back-to-school spending could hit record highs in 2026. See what NRF, Adobe, and PwC data reveal about shopper sentiment, sales trends, and AI's new role.
Learn how business owners can turn company value into personal wealth through strategic wealth extraction, tax planning, and succession or sale planning.
See how OBBBA’s tax changes could affect executive compensation, stock option timing, SALT deductions, and deferred compensation planning. Use this checklist to identify which strategies and agreements may need a fresh review.
A Roth conversion can create years of tax-free growth, but the timing and tax consequences matter. Explore how OBBBA, income brackets, Medicare surcharges, and estate-planning goals can shape whether a conversion makes sense for you.
Kevin Warsh oversees the Fed at a time when employment growth may be slowing, and President Trump would like to see lower interest rates. The problem: inflation remains elevated, boosted by tariffs, oil prices, and strong spending on artificial intelligence (AI). It’s quite a challenging position for the Fed’s new leader. Let’s take a look at the tricky market environment he’s facing and the new leadership style he’s bringing to the job.
Business owners often hold most of their wealth inside their company. Learn how to manage concentration risk, extract wealth strategically, and align business value with personal financial security.
High-net-worth families should revisit estate plans after OBBBA raised the federal estate and gift tax exemption to $15 million per person in 2026.