The Federal Reserve: A powerful presence within the finance world that is often overlooked but holds tremendous control over our economic well-being. Chances are you’ve heard the term in the news—but if you’re like many...
Time Is Running Out: The 2025 Tax Sunset Is On The Horizon
This article was published in the April 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...
The Money Script: Don’t Let Your Emotions Control Your Wealth
This article was published in the March 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...
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...
FDIC Limits Explained
If nothing else, the recent failures of Silicon Valley Bank and First Republic Bank highlighted the importance of Federal Deposit Insurance Corporation (FDIC) insurance. FDIC insurance protects deposits at member banks in the highly unlikely...
You’ve Inherited Money, Now What Should You Do?
What would you do if you received an inheritance of money? Most people don’t think about this unless they already know it’s coming in the near future. Even then, it can be overwhelming to face...
Bank Run Insights
It’s hard and often counterproductive to comment about breaking news while it’s still moving through the proverbial grinder — which is why we usually don’t. However, we feel it’s worth commenting on the growing number...
What’s in the SECURE Act 2.0?
On December 23, 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access funds earmarked for retirement. The law is called the SECURE Act...
6 Financial Best Practices for Year-End 2022
This year, there has been plenty of political, financial, and economic activity — from rising interest rates to elevated inflation to ongoing market turmoil. What impact will the past year have on the annual performance...
Inflation, Interest Rates, and the Market
Well, it’s official. The third quarter has ended in bear market territory across multiple markets. To place that news into meaningful context, consider these two questions: 1. In more stable times, did you have a...