You & Your Money

AI can do a lot. So can it also help you strategize your financial plan and investments?

Find out the opportunities and limitations of working with AI to manage your wealth in our latest episode featuring WHZ Senior Managing Partner & Chief Strategist Jim Zahansky.

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Find out how volatile world events are affecting the markets and potentially your investments, in our latest Market Update podcast with WHZ Senior Managing Partner & Chief Strategist Jim Zahansky. 

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Many next-gen investors are particularly interested in alternative investments. But is it a good idea to add more of them to portfolios? WHZ's Leisl L. Langevin, CFP® CDFA® shares what to consider as you determine what's right for your specific financial goals.

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If you struggle with having confidence in your financial decisions, you're not alone (particularly if you're a woman).

In this episode, WHZ VP, Associate Financial Advisor Holly C. Wanegar, CFP® explains the steps you can take to build up that confidence so you can move more confidently toward your goals.

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Business owners: find out how to position yourself and your business for the Great Wealth Transfer.

In this final episode of our Getting Ahead of the Great Wealth Transfer podcast series, our financial partners along with business succession advisor Kevin T. Lewis, founder of Rocklobs Advisory, share the specific strategies that business owners should put into place now, and in the years leading up to succession.

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Find out how the war in Iran is affecting everything from the markets to individual finances, and what you can do to weather the impacts, with WHZ Managing Partner, Advisory Leisl L. Langevin, CFP® CDFA®,

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Get a quick update on what's happening in today's fast-changing financial markets with WHZ Senior Managing Partner & Chief Strategist, James Zahansky, AWMA®.

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What comes *after* the Great Wealth Transfer? 

In episode 4 of our Getting Ahead of The Great Wealth Transfer series, find out the key strategies, family conversations and commitments that are required to keep growing family wealth after it's inherited.  

Find out more and download the free guide: whzwealth.com/WealthTransfer

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Investing is an inherently optimistic activity, but it can be hard to feel optimistic amidst the unrest at home and abroad.

In our latest You And Your Money podcast, WHZ Senior Partner and Chief Investment Officer Laurence Hale uses a historical lens to help shed some light on today's market fluctuations.

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Women are poised to inherit the majority of the ongoing Great Wealth Transfer, yet many still hesitate to take control of their financial future.

The research is clear: women are disciplined, long-term investors and often outperform men because of that long-term approach. Confidence is the missing piece.

In this episode, the partners at WHZ Strategic Wealth Advisors and KKC Law share what women can do to become more empowered in handling – and creating – wealth.

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