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...
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...
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....
Tips to Prevent Overpaying the IRS – Why it’s Important to Have a Tax Plan
This article was published in the March 2023 issue of the Traverse City Business News. We have updated the content to reflect any recent changes to the tax code and for clarity. Most of us...
When Market Noise Gets Louder, Long-Term Discipline Matters More
Markets have always gone through ups and downs. What feels different today is how loud everything has become. Investors are surrounded by constant updates, predictions, and breaking news. One week it’s artificial intelligence and rapid...
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...
Back to Basics: 9 Common Insurance Mistakes to Avoid
Having at least a basic insurance plan is essential. While many jobs cover your insurance needs, not all of them do. It’s important to figure out what insurance plans you need and what works best...
Financial Resolutions for the New Year: Fewer Decisions. More Confidence.
As a new year begins, many people set financial resolutions like “save more” or “spend less.” Those goals are important. But for many families, especially in this stage of life, the bigger goal is something...
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...
Preparing the Next Generation(s) for Family Wealth
Over the next few decades, an extraordinary amount of wealth will move from older to younger generations. Often called the “Great Wealth Transfer,” estimates suggest that more than $124 trillion will change hands by 2048....