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Leaflets


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

 

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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

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

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 — 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

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

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  • Quarterly Newsletters

Contact

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

 

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

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