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...
October 2025 Insights: What Makes a Financial Advisor “Right” for You?
This month, we’re proud to share an article written by Eric, recently featured in the Traverse City Business News: “How to Choose the Right Financial Advisor for You” While many of our readers have already...
September 2025 Insights: Cybersecurity for Affluent Families
September has arrived in Northern Michigan, and while the warm days are still lingering, fall colors and cooler evenings aren’t far behind. As the seasons shift, our team at Black Walnut continues working to provide...
Market Volatility: Investing in Uncertain Times
With everything happening in the world right now, it’s understandable to feel unsettled. The combination of uncertainty—whether economic, political, or global—can create a genuine sense of anxiety, stress, and even frustration. You may be wondering...
What is the Presidential Election Impact on Investments?
As you prepare to vote in this next election, it’s okay if your opinion on the economy influences your choice. And yet, it’s important to remember that the President of the United States has less...
FDIC Limits Explained
If nothing else, the recent failures of Silicon Valley Bank and First Republic Bank highlighted the importance of Federal Deposit Insurance Corporation (FDIC) insurance. FDIC insurance protects deposits at member banks in the highly unlikely...
Bank Run Insights
It’s hard and often counterproductive to comment about breaking news while it’s still moving through the proverbial grinder — which is why we usually don’t. However, we feel it’s worth commenting on the growing number...
What’s in the SECURE Act 2.0?
On December 23, 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access funds earmarked for retirement. The law is called the SECURE Act...
The Inflation Reduction Act and Student Loan Forgiveness – How They Might Impact Your Finances
The recent news about President Biden’s student loan forgiveness plan and the passage of the Inflation Reduction Act of 2022 are good reminders about the importance of staying updated on government policies that may affect...
Why I Became a Financial Advisor
At age 14, I made my first investment. Like most kids, I spent my early teen years trading baseball cards and playing video games, but I also started reading The Wall Street Journal. I had...