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...
Investing in Their Future: 4 Smart Financial Gifts for Kids and Grandkids
Finding the right gift for kids and grandkids isn’t always easy. Toys break, trends change, and clothes are quickly outgrown. That’s why more families are considering financial gifts that last far longer. A contribution toward...
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...
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...
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...
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...
Smart Retirement Moves – Effective Tax-Strategies for Retirees
This article was published in the August 2025 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...
How to Cancel Hidden Subscriptions You Might Not Realize You Have
In our fast-paced world, subscriptions have woven themselves into the fabric of daily life. Whether it's for streaming services or fitness programs, subscription models are everywhere. Reports indicate that on average, Americans spend around $924...
Looking for Something to Do in Retirement? Consider Volunteering
Volunteering is a powerful way to make a difference in your community while reaping numerous personal benefits. Engaging in volunteer work not only enhances the lives of those you are helping but also has profound...
Be Aware When Buying or Selling a Second Home
This article was published in the May 2025 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...