October 2021 | Portfolio Update

October 2021 | Portfolio Update

Dear Spartan Client,   “Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win.” —Sun Tzu   The world is changing. But isn’t it always? It’s always amazing to us how many in the investment world do not...
October 2021 | Portfolio Update

September 2021 | Portfolio Update

Dear Spartan Client,   “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” —John Templeton   In our recent conversations with clients, we consistently discussed helping them stay tethered to their goals despite...
October 2021 | Portfolio Update

August 2021 | Portfolio Update

Dear Spartan Client,   “The art of being wise is the art of knowing what to overlook.”   —William James   At Spartan, we often say, “data is our love language.” The beauty of data is that it is inherently objective. Of course, the moment someone begins...