Insights, Opinions, & Information

Investment Advisory Information
Form ADV: Part 2 A&B Click Here.

Sycamore Financial Group is one of the first Corporations in Indiana to become a Certified B Corporation®. We are legally required to consider the impact of decisions on workers, customers, suppliers, the community, and the environment.

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Long Term Care Insurance – Summer 2004

Hello from Sycamore,

Should you consider long term care insurance?

Almost every time we are completing a financial or investment plan the discussion gets around to long term care insurance. Of course most clients want to know three things…1) Do I need it? 2) How does it work? & 3) How much […]

By Sycamore Financial Group|March 12th, 2004|

Mutual Funds Inquiry – Winter 2003

Hello from Sycamore,

As you already know, trading procedures in the mutual fund industry are being reviewed. We thought you may want to know our position on this issue. We are not the final authority on this subject and these are simply our thoughts.

Mutual fund investigations have focused on two areas […]

By Sycamore Financial Group|November 15th, 2003|