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Market Review — 2025 Q3

October 14, 2025 by Chuck Clifton, CFP®, CDFA®

Filed Under: Quarterly Newsletters

Market Review — 2025 Q2

June 28, 2025 by Chuck Clifton, CFP®, CDFA®

Filed Under: Quarterly Newsletters

Market Review — 2025 Q1

May 2, 2025 by Chuck Clifton, CFP®, CDFA®

Filed Under: Quarterly Newsletters

Market Review — 2024 Q4

January 29, 2025 by Chuck Clifton, CFP®, CDFA®

Filed Under: Quarterly Newsletters

Market Review — 2023 Q4

February 24, 2024 by Chuck Clifton, CFP®, CDFA®

Filed Under: Feature Posts, Market Review, Quarterly Newsletters

Market Review — 2021 Q2

July 13, 2021 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review, Quarterly Newsletters

Market Review — 2021 Q1

April 16, 2021 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review, Quarterly Newsletters

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

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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
4530 Park Road, Suite 108
Charlotte, NC 28209

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