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...
Summer on the Water: Is Your Wealth as Liquid as You Think?
In Northern Michigan, summer often revolves around water. Lake days, boat rides, and family time at the cottage are part of what many families have worked hard to enjoy. They’re also a good reminder to...
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...
6 Smart Ways to Help Your Graduate Start Strong Without Losing Sight of Your Own Plan
For many families, May is when celebration and financial reality start showing up in the same conversation. Whether you’re celebrating a graduate from TC Central or West, or a college senior at Michigan or Michigan...
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...
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...
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...
4 Ways to Reduce Your Capital Gains Tax
Are your investments in a gain position? If yes, you’re in a good spot. It’s always better to be in a gain than a loss, but that also means you may have a tax liability...
Understanding the Home Sale Tax Exclusion
This article was published in the August 2023 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...