This article was originally featured in the August 2026 edition of the Traverse City Business News. For many successful families in Northern Michigan, wealth wasn’t built through a perfectly balanced portfolio. It was built through...
The Value Of Coordinated Advice For Affluent Families
For many affluent families, financial life has a way of becoming more complex over time. What may have started with saving, investing, and planning for retirement can eventually grow into a broader set of decisions...
Legacy Up North: When a cherished property becomes part of the plan
A home can hold a unique place in both the balance sheet and the family story. Whether it’s a primary residence, a seasonal home, or a long-held family property, it’s where summers unfold, holidays are...
Quiet Wealth, Clear Decisions: How High-Net-Worth Families Think About Money Differently
This article was originally published in the March 2026 issue of the Traverse City Business News. We live in a place where wealth shows up in different ways. For some families, success is easy to...
How to Choose the “Right” Financial Advisor for You
Finding the right financial advisor can be overwhelming. There’s a lot at stake, the options are confusing, and the fear of choosing wrong is real — especially when your retirement, family legacy, or financial peace...
Protecting Wealth in a Digital World: A Cybersecurity Guide for High-Net-Worth Families
Our lives are increasingly digital. Online banking, electronic investment platforms, and even day-to-day communication have brought unmatched convenience. But this convenience comes with risk — cybercriminals are no longer focused only on corporations. They are...
How To Preserve Your Wealth: Strategies For High-Income Earners
This article was published at Forbes.com in December 2023 and can be read in its entirety below. Click here for a link to the original article. Black Walnut Wealth Management contributes articles and is featured in various...
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...
Are You Prepared for a Market Correction
Financial markets are subject to fluctuations, and while we can’t predict when a market correction will occur, preparing for it is crucial to shield your investments and stay on track with your retirement goals. In...
Don’t Miss Out: 5 Financial Moves to Make Before Year’s End
This article was published in the October 2024 issue of the Traverse City Business News, and can be read in its entirety below. Black Walnut Wealth Management contributes articles and is featured in various media outlets. The...