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...
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...
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...
3 Common Money Mistakes Retirees Make
This article was published at Forbes.com in August 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...
Shield Yourself Online: Key Measures to Prevent Cyber Attacks
We spoke with a few clients recently about improving their personal financial security in an effort to help prevent a risk of cyber attack. I realized this topic is likely top-of-mind for many as online...
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...