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Black Walnut Wealth Management

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Posts by category

  • Category: General
    • Be Aware When Buying or Selling a Second Home
    • How To Preserve Your Wealth: Strategies For High-Income Earners
    • Market Volatility: Investing in Uncertain Times
    • How to Retire: The Ultimate Checklist for a Confident Plan
    • Top Financial Planning Challenges In the First 10 Years of Retirement
    • 3 Common Money Mistakes Retirees Make
    • Are You Prepared for a Market Correction
    • What You Need to Know About Medicare
    • What Are Tax-Focused Gifting Strategies?
    • Don’t Miss Out: 5 Financial Moves to Make Before Year’s End
    • Shield Yourself Online: Key Measures to Prevent Cyber Attacks
    • What is the Presidential Election Impact on Investments?
    • Stretching Your Dollar – Retirement Asset Withdrawal Strategies That Work
    • What Is The Fed And What Do They Do?
    • Is Social Security Sustainable?
    • Time Is Running Out: The 2025 Tax Sunset Is On The Horizon
    • The Money Script: Don’t Let Your Emotions Control Your Wealth
    • 5 Retirement Hobbies You Never Knew Existed
    • Cash in Kind: Charitable Giving Can Help The Donor As Well As The Cause
    • How to Retire: Checklist for a Successful Plan
    • 4 Ways to Reduce Your Capital Gains Tax
    • If Widowhood Happened Tomorrow, Would You Be Prepared?
    • Understanding the Home Sale Tax Exclusion
    • Are Your Adult Children Still Asking for Money? Here are Four Ways to Get Them to Stop Relying on You Financially
    • FDIC Limits Explained
    • Maximize Your Retirement: 3 Budgeting Tips to Safeguard Your Financial Future
    • You’ve Inherited Money, Now What Should You Do?
    • How Much Do I Need to Retire Comfortably?
    • Tips to Prevent Overpaying the IRS. Why it’s Important to Have a Tax Plan
    • Bank Run Insights
    • What’s in the SECURE Act 2.0?
    • Know the Benefits of Sending Your RMDs Straight to a Charity
    • 6 Financial Best Practices for Year-End 2022
    • 5 Tax Tips for Small Business Owners
    • Inflation, Interest Rates, and the Market
    • The Inflation Reduction Act and Student Loan Forgiveness. How They Might Impact Your Finances
    • 3 Ways to Make Your Money Last a Lifetime
    • When to Claim Social Security
    • How to Choose a Financial Advisor
    • Recessions and Bad Moods. Six Ways They are Similar
    • After Your Spouse Has Passed: Your Financial Guide
    • How to Protect Your Money When Traveling Abroad
    • Protecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2022
    • Tax Credits and Ebikes. Time to Get Out and Ride!
    • Why I Became a Financial Advisor
    • Preparing Your Adult Children to Inherit Wealth
    • How Women Think Differently About Retirement
    • 3 Hidden Costs of Waiting Too Long to Start Your Estate Plan
    • What Should You Do About Inflation and Stock Market Volatility?
    • Goal Setting and Success. Here Are 8 Tips to Realize Your Dreams
    • Financial Markets: Moving Into 2022
    • What Impact Do You Want to Make?
    • 5 Financially Savvy Gift Ideas
    • 5 Financial Best Practices for Year-End 2021
    • Are Capital Gains Taxes Changing?
    • Our Perspective
    • Estate Planning Awareness Month: Rethink These Estate Strategy Myths
    • How Much Do You Need to Retire?
    • Financial Lessons We Can Learn From Olympic Athletes
    • Social Security Benefits May Decrease by 2034. Here Are 5 Ways to Help Fill the Income Gap
    • Is Inflation Haunting Your Financial Dreams? Part 2: What You Can Do About It
    • Required Minimum Distributions for 2021: Here’s What’s Changing
    • 5 Simple Strategies to Pay Off Dental School Debt
    • Managing a Windfall: How to Be a Good Steward of Your Inheritance
    • Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
    • Tax Strategies for High Earners
    • Are you an MD? Create Your Financial Plan While Considering These Five Factors
    • 7 Reasons Why It’s Time to Stop DIY Investing and Hire a Financial Advisor
    • The World Is Embracing Virtual Spending: Which Payment App Is Right for You?
    • Your Summer 2021 Financial Update
    • Retiring Soon? 5 Tips for Starting Your Business Transition Plan
    • Improve Your Finances: Why A Digital Detox Can Save You Money
    • Five Ways to Financially Empower the Women in Your Life, Including You
    • Protecting What’s Yours After You Pass, Part 2: Step-by-Step Estate Planning
    • Planning Inheritances for Your Children
    • Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are Four Areas to Review Right Now
    • Personal Money Bias: What We Can Do About It?
    • Protecting What’s Yours After You Pass
    • Thinking About Moving Closer to Your Kids? 4 Financial Implications to Consider
    • A Federal Wealth Tax Was Introduced in the Senate. Here’s What Affluent Families Need to Know
    • Applying for Life Insurance? Here’s What to Expect
    • Identity Theft Insurance: A Guide
    • 2021: Looking Ahead With Hope
    • What is a Mega Backdoor Roth IRA. Here’s How to Take Advantage of the Tax Savings.
    • Scammers Are Getting Smarter. Here Are Five Ways to Spot Them
    • COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
    • What in the World are SPACs and NFTs, and What Do They Mean to Your Investment Strategy?
    • Socially Responsible Investing (SRI) Is Trending. What Is It and Why Is It Hot?
    • How to Invest After You Retire
    • Avoid These Mistakes When Setting Up a Living Trust
    • Newsletter: Both the Former Zappos CEO and the “Black Panther” Star Died Without a Will. Here’s Why That Makes Things Complicated.
    • What Financial Challenges Could High Earners Face During the Biden Administration?
    • Lessons Learned from the Gamestop Run
    • A Second Coronavirus Stimulus Bill Worth $900 Billion Was Passed: Here’s What You Should Know
    • Newsletter: 2020-Q4 Quarterly Update
    • As Biden Secures the Presidency, What Could it Mean for Your Future Estate Taxes?
    • You’ve Inherited an IRA. Now What?
    • Newsletter: How To Pass On Your Financial Values to the Next Generation
    • Back to Basics: 9 Common Insurance Mistakes to Avoid
    • The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know
    • Newsletter: 7 Cybersecurity Tips to Keep in Mind While Shopping This Cyber Monday
    • 5 Clever Financial Gift Ideas for Grandchildren
    • Investing for Retirement Income: Straw, Sticks, or Bricks?
    • A Guide to Dividing Your Estate Unequally
    • As the Coronavirus Continues, Avoid These Five Retirement Mistakes
    • Newsletter: 2020-Q3 Quarterly Update
    • What Is Fiduciary Investment Advice, and Why Does It Matter?
    • 4 Common Money Mistakes for Pre-Retirees
    • The CARES Act Has Waived RMD Distributions for 2020. Here’s What You Should Know
    • Newsletter: 5 Steps to Managing an Inheritance for High-Net-Worth Individuals
    • The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
    • 4 Year-Long Tax Tips for Retirees
    • A Guide to Trusts for Estate Planning
    • Newsletter: Eight “Best/Worst” Wealth Strategies During the Coronavirus
    • So, You Want to Retire by Age 60? Take These 6 Steps to Make it Happen
    • Top Financial Fears That Affect Women
    • Wellness in Retirement: Enjoy the Abundance of Northern Michigan
    • Newsletter – 5 Entertaining Classic Movies that Can Teach You a Thing or Two About Money
    • Proactive, Sound Advice Helps Clients Weather the Storm
    • Sustainable Investing to Support What Matters to You: 5 Tips to Get Started
    • Learn How Doctors Can Save Thousands Per Year With HSA Contributions
    • Newsletter – Even in Northern Michigan: Common Financial Scams that Target Retirees and How to Spot Them
    • How to Keep Your Passwords Safe Online + 4 Free Tools to Help
    • How Will Michigan Auto Insurance Reform Affect You?
    • 4 Areas of Your Estate Plan to Review in Light of COVID-19
    • Newsletter – How to Support a Northern Michigan Small Business During the Pandemic
    • Coronavirus and Medical School Debt: What You Need to Know
    • Your Portfolio in Times of Uncertainty
    • Top Tools to Get and Stay Financially Organized
    • A CARES Act Overview
    • 10 Things to Do Right Now While Markets Are Tanking
    • You, Your Investments, and the Coronavirus
    • How the SECURE Act Will Affect Your Retirement
    • Wealthy In TC: Privacy Worth Its Weight In Gold
    • Can practicing ‘Minimalism’ Improve Your Financial Health?
    • Thinking Beyond a Cash Donation
    • The Equifax Data Breach
    • Key Estate Planning Documents
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13919 S W Bay Shore Drive,
Suite 104
Traverse City, MI 49684
Call us: 231.421.7711
Fax: 231.421.7760
Info@BlackWalnutWM.com

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Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure.  For additional information click here.

Important disclosures

Black Walnut Wealth Management  is a fee-only firm that provides fiduciary investment services.  We are a  financial planning, financial services, and financial advisory firm that proudly serves Traverse City and the Northern Michigan area near you including Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Grand Traverse, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette and Iron Mountain.

The CERTIFIED FINANCIAL PLANNER™, CFP®are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold a CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Eric Braund is an Investment Advisor Representative with Dynamic Wealth Advisors dba Black Walnut Wealth Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/firm/summary/151367 by searching under crd #151367.

Black Walnut Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Black Walnut Wealth Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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