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Sycamore’s COVID-19 Readiness

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

As the coronavirus pandemic continues, Sycamore continues to serve its clients and to develop new ways to help them through these challenging times. Sycamore’s Durham office has reopened to staff only, and in-office attendance is voluntary for employees. As a result, we are operating in a mixed mode with some employees in-office and others working […]

Filed Under: Quarterly Newsletters

Promotion of Josh Holland, CFP®

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

We are thrilled to announce the promotion of Josh Holland to Financial Planner. Josh joined Sycamore nearly five years ago, and he has advanced through progressively more challenging roles in our firm. Josh has been instrumental in supporting the firm’s Senior Financial Planner as the firm has grown. In his new role, Josh will be […]

Filed Under: Quarterly Newsletters

Market Review — 2019 Q3

October 11, 2019 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review, Quarterly Newsletters

Market Review — 2019 Q2

July 18, 2019 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review, Quarterly Newsletters

Market Review — 2019 Q1

April 18, 2019 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review, Quarterly Newsletters

Market Review — 2018 Q4

February 16, 2019 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review, Quarterly Newsletters

Market Review — 2018 Q3

October 10, 2018 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review, Quarterly Newsletters

Market Review — 2018 Q2

July 31, 2018 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review, Quarterly Newsletters

Newsletter — April 2018

April 20, 2018 by Chuck Clifton, CFP®, CDFA®

Quarterly Newsletter April 20, 2018 Summary The first quarter of 2018 brought back an old friend / enemy of investing – volatility.  Perhaps you welcomed this frenemy with open arms because you know volatility is an essential part of increased market returns.  On the other hand, maybe you found this to be an unpleasant reminder […]

Filed Under: Quarterly Newsletters

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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

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