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Market Review — 2019 Q4

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

Filed Under: Feature Posts, Market Review

Why You Should Hire a Financial Planner

April 24, 2018 by Chuck Clifton, CFP®, CDFA®

The New York Times recently posted an article on the importance of hiring a financial planner.  And while these types of stories are common, this article presents the unique perspective that having a plan can be as important for managing money stress as having everything settled and in place. In addition to the importance of […]

Filed Under: Feature Posts

Planning in the New Year

January 1, 2018 by Chuck Clifton, CFP®, CDFA®

In these early days of January, we tend to reflect back on the year that has passed and look forward to the year ahead.  This is a good time to consider setting some goals and strategies for achieving these goals! Make a Plan / Review Your Plan At Sycamore, we encourage our clients to establish S.M.A.R.T. […]

Filed Under: Feature Posts

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

 

Charlotte
Phone: (980) 272-7676
4530 Park Road, Suite 108
Charlotte, NC 28209

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