Insights, Opinions, & Information
Investment Advisory Information
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Volatile and Unpredictable
Hello from Sycamore,
As I write this post, the market is down ~10% from its recent high. The beginning of 2022 has been a bit volatile and unpredictable. When we read the news, we see headlines that stop us in our tracks: Inflation, War, Stagflation, Market Correction, Possible Recession.
Realistically, […]
Thoughts on the Economy
Hello from Sycamore,
COVID-19 has been a shock to our economy and our lives. As a result, the Federal Reserve Bank had to implement swift and significant monetary policy changes. During the onset of the pandemic (March/April 2020), there were worldwide shutdowns that caused many to lose their jobs, miss paychecks […]
Doing Our Part for the Community
Hello from Sycamore,
We are pleased to announce that Sycamore Financial Group is now carbon-neutral, powered by renewable energy, and supports efforts to restore damaged freshwater sources.
We worked with Bonneville Environmental Foundation (BEF) to help us calculate and balance the environmental footprint we create. There are three main categories where we […]
Financial Freedom
Hello from Sycamore,
What is financial freedom? Financial freedom can mean many different things. To us, it means having the ability to live the lifestyle that you want while working and throughout retirement.
Depending on where you are in your life, the term Financial Freedom may seem overwhelming for many different reasons […]
Sycamore Financial Group is now a Certified B Corporation
Hello from Sycamore,
We have exciting news to share with you that we are very proud of!
Sycamore Financial Group was one of the first Corporations in Indiana to become Certified B Corporation®! Since its inception, Sycamore has always wanted to do better, do more – for our clients, for our community, […]
How to Accumulate Your First Million Dollars
Hello from Sycamore,
The looming question out there for many is how do I save a million dollars? Starting off it may seem impossible, but we are here to tell you that with dedication, a strict budget, and time it is possible. It is also important to note that you do […]
Taking Care of Your Family
Hello from Sycamore,
Each year as we have our annual meetings with you, we revisit the question(s) do you have a last will and testament (will), living will, healthcare power (HCP), and/or power of attorney (POA) documents. Having these documents in place not only gives you peace of mind knowing that […]
Sycamore Updates and Investment Decisions
Hello from Sycamore,
We admire everyone’s efforts to stay safe as we all continue to navigate through challenging times caused by COVID-19. At Sycamore, we take pride that during these times of uncertainty, there are quite a few things we can remain certain about:
- We are fully operational via phone or […]
COVID-19 Stimulus Package
Hello from Sycamore,
On March 27th, 2020 congress passed and the President signed into law a roughly $2 trillion stimulus package to help individuals and businesses deal with the fall out due to COVID-19. We have not had a chance to learn the specifics of this bill but understand the basics. […]
Surviving the “Bear”
Hello from Sycamore,
Sir John Templeton, founder of the Templeton funds, had some investment advice for us in August of 1958. “To buy when others are despondently selling and to sell when others are avidly buying requires the greatest fortitude and pays the greatest ultimate reward”. In March of 1994 Sir […]
Coronavirus Precautions Announcement
Hello from Sycamore,
We thank you all for your patience and understanding as we have navigated through the unchartered waters of COVID-19. The virus continues to be a significant risk to all of us so while we continue to remain fully operational, all business will continue to be conducted remotely (phone […]
This Cranky Market
Hello from Sycamore,
As I type this the market is down about 25% from its recent high and down about 9% today. The recent decline and wide daily fluctuations combined with the current media frenzy can make us all uneasy as investors. We wanted to review some points about your account(s) […]
Could the Saver’s Credit Help You Save More?
Hello from Sycamore,
The ‘Saver’s Credit’ may make it possible for you to receive a tax credit on your eligible contributions to your IRA or employer-sponsored retirement plan. Depending on your adjusted gross income, you may be eligible to receive a tax credit of up to 50% on the first $2,000 […]
Reevaluate Your Beneficiary Designations
Hello from Sycamore,
Are your beneficiary designations current?
Over time, events may arise that necessitate a change in beneficiary information for your qualified & taxable brokerage accounts. It’s important to periodically check the beneficiary status of your investment accounts. Accounts that are lacking beneficiary information, or contain information that is not up […]
Maximizing your 401(k) Match
Hello from Sycamore,
Retirement accounts such as a 401(k), 403(b), 457(b), etc., can be useful wealth building tools. These plans can help you achieve your dreams of retirement. Choosing to sign up and contribute to a retirement plan is step number one, ensuring you are getting the full benefits of the […]
