Weekly Blog

Accountability Partner

As I was getting ready to walk out the door this morning, Rae (my two-year-old) said, “Wait Daddy. You almost forgot to bring an apple.” She watches me pack my bag each day. Normally it includes two eggs, an apple, coffee, and water, among other things. I knew I was...

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Active Management Still Doesn’t Work

The latest S&P Index Versus Active report was released today. Every six months, S&P releases this report to compare the performance of actively managed funds to their benchmarks. Each time it comes out, the conclusion is the same. Most actively managed funds...

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Goals, goals, goals

The three most important things about real estate are location, location, location. If we broaden that out to all financial decisions, I think the three most important things are goals, goals, goals. If you don’t know what you’re trying to achieve with your money,...

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Bitcoin Skeptic

Are you following the Bitcoin trend? It keeps hitting new highs as ever more big money managers warm to idea of cryptocurrencies. Count me out for now. It’s not that I haven’t tried to convince myself of its potential. It’s that after all my research I still haven’t...

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Protecting assets

Have you heard about the latest phone scam? Callers are reaching out to set up your COVID-19 vaccine appointment. In the process they ask for your personal information and credit card. If you’re stressed or busy, you might forget that the COVID-19 vaccine is free to...

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