Sycamore Asset Management
(317) 373-5023
Zionsville, IN
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Planning for Next Year

December 31, 2014 By Christy Gregory

The beginning of the year is one of my favorite times of the year. It is a time for reflecting on the past year and thinking of goals for the next year. As you are contemplating potential financial goals for the year, I thought I’d share some things I’ve learned when it comes to money. […]

Filed Under: Financial Planning

The Financial Yes Man/Woman Dilemma

October 15, 2011 By Christy Gregory

While experts have long counseled against using financial planners who push products and receive commissions (given their incentive to simply sell products which may or may not be in your best interest), it turns out there is another risk that afflicts advisors of all kinds – including fee-only advisors (such as myself). A Harvard professor […]

Filed Under: Financial Planning, Investment Education

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