As summer begins to wind down across Northern Michigan, the pace starts to shift. Visitors head home, students return to school, and busy days on the water gradually give way to quieter routines.
July 2026 Insights: Summer Planning, Market Momentum, and Liquidity
Summer is in full swing across Northern Michigan. For many families, that means lake days, boat rides, time at the cottage, visits from kids and grandkids, and a calendar full of the people and places...
June 2026 Insights: Coordinating Advice for Affluent Families
Affluent families often have several trusted professionals involved in their financial lives, including a financial advisor, CPA, estate planning attorney, insurance professional, and others. Each plays an important role, but the real value often comes...
May 2026 Insights: Helping Graduates Start Strong Financially
As graduation season arrives across Northern Michigan, many families find themselves balancing pride, excitement, and a few very practical questions about what comes next. Whether a child or grandchild is finishing high school, college, or...
April 2026 Insights: When a Cherished Property Becomes Part of the Plan
With the arrival of spring and the slow thaw taking hold across Northern Michigan, this time of year often brings a renewed sense of perspective. The change in season has a way of prompting bigger-picture...
March 2026 Insights: Quiet Wealth, Clear Decisions
As winter begins to loosen its grip and the first signs of spring start to show up across Northern Michigan, this time of year often brings a natural shift in perspective. Longer days, a little...
February 2026 Insights: Clear Planning Amid Stock Market Noise
This time of year brings a lot of financial information into focus. Tax forms arrive, account values are reviewed, and we get a fuller picture of how decisions made over the past year played out....
January 2026 Insights: A steady start to the year ahead
January has a way of inviting reflection. A new year often brings resolutions and fresh intentions, but for many families, this season isn’t about drastic change. It’s about wanting fewer open questions, fewer second-guesses, and...
December 2025 Insights: A season for family, values, and future planning
The holiday season is in full swing — a time for gathering, reconnecting, and reflecting on the people and traditions that matter most. For our team at Black Walnut Wealth Management, it’s also a moment...
November 2025 Insights: Build a legacy through meaningful holiday giving
As the holiday season approaches, we’re reminded how grateful we are for the wonderful families we serve across Northern Michigan and beyond. Thank you for the trust you place in us to help guide your...









