Comprehensive. Fee-Only. No Minimums.

  • Practice Areas
    • Comprehensive Financial Planning
    • Investment Management
    • Divorce Financial Planning
    • Socially Responsible Investing
    • Long-term Care & CCRC Planning
  • Services
    • Financial Planning
    • Financial Planning Plus
    • Forms & Next Steps
  • Resources
  • Leaflets
  • Contact
  • About
    • The Firm
    • Our Team
    • Our Philosophy
    • Careers

Powered by Genesis

Sycamore’s COVID-19 Status

May 13, 2022 by Chuck Clifton, CFP®, CDFA®

Updated May 13, 2022. Offices.  Sycamore’s offices have been reopened to staff and limited client visits based on client need and preference. Contacting Us.  Whether in the office or working from home, you can still reach us at our main number! Email remains a great way to reach us as well. In addition, we’re using […]

Filed Under: Feature Posts

Market Review — 2021 Q3

October 19, 2021 by Chuck Clifton, CFP®, CDFA®

Filed Under: Feature Posts, Market Review

Market Review — 2020 Q4

January 18, 2021 by Chuck Clifton, CFP®, CDFA®

Filed Under: Feature Posts, Market Review

Market Review — 2020 Q3

October 13, 2020 by Chuck Clifton, CFP®, CDFA®

Filed Under: Feature Posts, Market Review

Market Review — 2020 Q2

July 21, 2020 by Chuck Clifton, CFP®, CDFA®

Filed Under: Feature Posts, Market Review

Market Review — 2020 Q1

April 18, 2020 by Chuck Clifton, CFP®, CDFA®

Filed Under: Feature Posts, Market Review

10 Things You Can (and Should) Do During a Market Downturn

March 24, 2020 by Chuck Clifton, CFP®, CDFA®

In a volatile stock market, you may be feeling like you need to take action, but then your financial planner tells you to just do nothing! To help you channel that desire to do something, here’s a list of very good things to do right now that can help ensure you are protecting your long-term […]

Filed Under: Feature Posts

COVID-19 & The Market

March 16, 2020 by Chuck Clifton, CFP®, CDFA®

Summary The novel coronavirus leading to the disease COVID-19 is causing both physical and financial sickness.  Because this is a new virus, little is known about how it will unfold across the global population and economies, and this uncertainty is driving a lot of market volatility.  This uncertainty requires that prudent measures be taken by […]

Filed Under: Feature Posts

Market Review — 2019 Q4

February 15, 2020 by Chuck Clifton, CFP®, CDFA®

Filed Under: Feature Posts, Market Review

Next Page »

Leaflet Categories

  • Feature Posts
  • Market Review
  • Quarterly Newsletters

Contact

Durham / Raleigh / Chapel Hill
Phone: (919) 213-1737
1005 Slater Road, Suite 320
Durham, NC 27703

 

Charlotte
Phone: (980) 272-7676
525 North Tryon St, Suite 1600
Charlotte, NC 28202

Website Disclosure
Privacy Policy

© 2011-2021 Sycamore Financial Planning, LLC