leaflet noun leaf·let \ ˈlēf-lət \ 1 : a usually folded printed sheet intended for free distribution 2 : a place for Sycamore Financial Planning to share news, commentary, insights, and featured articles
Market Review — 2020 Q4
Sycamore’s COVID-19 Readiness
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 […]
Market Review — 2020 Q3
Market Review — 2020 Q2
Promotion of Josh Holland, CFP®
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 […]
Market Review — 2020 Q1
10 Things You Can (and Should) Do During a Market Downturn
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 […]
COVID-19 & The Market
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 […]