The Latest from Spartan Planning

Portfolio Updates, News, & More
March 2023 | Portfolio Update

March 2023 | Portfolio Update

Hunting For Weeds So the Flowers Can Bloom "Beware the investment activity that produces applause; the great moves are usually greeted by yawns." –Warren Buffett In honor of Berkshire Hathaway’s annual letter being released this past weekend, we thought the best way...

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March 2023 | Portfolio Update

February 2023 | Portfolio Update

Our New Refrain: ‘First Time in a While’ It seems like the world of trading and investing is full of adages. They’re not as creative as “Festivus” or “anti-dentite,” (as in Seinfeld) but quips like, “Buy the rumor and sell the news,” and, “Sell in May and go away,”...

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March 2023 | Portfolio Update

January 2023 | Portfolio Update

"It can be very expensive to try to convince the markets you are right." —Ed Seykota Even When Traveling Through a Storm, Some Paths Are More Pleasant Than Others We can’t control the market. No one can. This should be self-evident, but it doesn’t always feel that...

read more
March 2023 | Portfolio Update

March 2023 | Portfolio Update

Hunting For Weeds So the Flowers Can Bloom "Beware the investment activity that produces applause; the great moves are usually greeted by yawns." –Warren Buffett In honor of Berkshire Hathaway’s annual letter being released this past weekend, we thought the best way...

February 2023 | Portfolio Update

February 2023 | Portfolio Update

Our New Refrain: ‘First Time in a While’ It seems like the world of trading and investing is full of adages. They’re not as creative as “Festivus” or “anti-dentite,” (as in Seinfeld) but quips like, “Buy the rumor and sell the news,” and, “Sell in May and go away,”...

January 2023 | Portfolio Update

January 2023 | Portfolio Update

"It can be very expensive to try to convince the markets you are right." —Ed Seykota Even When Traveling Through a Storm, Some Paths Are More Pleasant Than Others We can’t control the market. No one can. This should be self-evident, but it doesn’t always feel that...