Weekly Blog

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...

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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,...

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Minnesota Estate Taxes

2023 was a great year for investments. It was so good that some people may be surprised to learn they now have a Minnesota estate tax problem. If you die with more than $3 million in Minnesota, the state will tax anything above that amount at 13%-16%. That’s at least...

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QCDs all the Way

Our resident CPA Conner and I talk about charitable giving a lot, especially this time of year. Each time we review strategies, we come back to the same conclusion. Qualified Charitable Distributions (QCDs) are hard to beat. For most people over age 70.5, they give...

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A Tale of the Bond Market

As Dickens said, “It was the best of times. It was the worst of times.” That’s certainly true for the bond markets today. The Bloomberg US Aggregate Bond Index is close to setting a personal worst – logging three consecutive negative calendar year returns. It lost 2%...

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