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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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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

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

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

Market Review — 2018 Q1

April 11, 2018 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review

Newsletter — Jan 2018

January 12, 2018 by Chuck Clifton, CFP®, CDFA®

Quarterly Newsletter January 12, 2018 Summary The fourth quarter of 2017 was jam-packed with activity — both in the market and the economy.  Highlights include: Failed additional attempts at repealing the Affordable Care Act Passage of the Tax Cuts & Jobs Act of 2017 Expanding GDP, falling unemployment, and low inflation Beginning of the end […]

Filed Under: Quarterly Newsletters

Market Review — 2017 Q4

January 12, 2018 by Chuck Clifton, CFP®, CDFA®

Filed Under: Market Review

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  • Quarterly Newsletters

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Phone: (919) 213-1737
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Durham, NC 27703

 

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Charlotte, NC 28209

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