Weekly Blog

Interest Rates

Many wise people have uttered the following phrase, “It is difficult to make predictions, especially about the future.” We all know that, and then most go ahead and try to do it anyway. I feel like this needs to be a warning attached to every important investment...

read more

Investing with Purpose

I work with clients who hold a variety of political and cultural beliefs. I’m proud to say that I’ve helped people on both sides of the political aisle align a part of their portfolio with their beliefs. You can do this in many ways. You can exclude companies or...

read more

Grandparent Owned College Funds

Anyone who has a college aged child knows there were big changes to the FAFSA (Free Application for Federal Student Aid) this year. The rollout has been a little bumpy. Lost amid the complaints is a nuanced change to the optimal way to save for college. The new...

read more

Don’t Cheat Me

I met with a long-time friend last week. He’s ready to sign up as a client. Before I left our meeting he said, “Just don’t cheat me.” Okay, I’m paraphrasing. He used more colorful language, but it spoke to the immense trust he’s putting in me. He trusts me to guide...

read more

Our Investment In You

With any occupation, there are aspects you may thoroughly enjoy and others that prove difficult, challenging and maybe even painful. While I certainly believe ours is tilted heavily into the positive, it also is no different. I know I, and all of us at Cherry Tree,...

read more

Cherry Tree Wealth Management is an SEC registered investment advisor and fiduciary advisory firm.

DISCLOSURES