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  • The Economic Impacts of War: What History Tells Us
    2026/05/28

    How does war impact the stock market and economy? WHZ Senior Managing Partner & Chief Strategist Jim Zahansky shares how the Iran conflict affects oil, inflation, and investments—and why long-term investors benefit from staying disciplined during market volatility.

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    8 分
  • What You Should Know About AI Driven Financial Insights in 2026
    2026/05/27

    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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    8 分
  • Market Update | May 2026
    2026/05/20

    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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    3 分
  • Alternative Investments: Are They A Good Choice for Next Generation High Net Worth Investors?
    2026/05/13

    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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    6 分
  • 5 Steps to Build Financial Confidence
    2026/05/06

    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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    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

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    6 分
  • Business Succession and Family Wealth Planning | Getting Ahead of The Great Wealth Transfer
    2026/04/29

    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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    24 分
  • Economic Impacts of The War in Iran
    2026/04/22

    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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    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

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    13 分
  • Market Update | April 2026
    2026/04/15

    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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    - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

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    3 分