The Latest from Spartan Planning

Portfolio Updates, News, & More
August 2022 | Portfolio Update

August 2022 | Portfolio Update

Dear Spartan Client, “Move not unless you see an advantage; use not your troops unless there is something to be gained; fight not unless the position is critical.” —Sun Tzu, “The Art of War” Over the past several months, we have consistently been asked if 2022 is...

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August 2022 | Portfolio Update

July 2022 | Portfolio Update

Dear Spartan Client, “Everyone times the market. Some people buy when they have money, and sell when they need money, while others use methods that are more sophisticated.” —Marian McClellan It’s an interesting question: Is everyone a market timer? OK, probably not...

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August 2022 | Portfolio Update

June 2022 | Portfolio Update

Dear Spartan Client, “The best preparation for the future is the present well seen to, and the last duty done.” —George Macdonald   In the book “Extreme Ownership,” Jocko Willink and Leif Babin outline the leadership principles the two men learned during their...

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August 2022 | Portfolio Update

August 2022 | Portfolio Update

Dear Spartan Client, “Move not unless you see an advantage; use not your troops unless there is something to be gained; fight not unless the position is critical.” —Sun Tzu, “The Art of War” Over the past several months, we have consistently been asked if 2022 is...

July 2022 | Portfolio Update

July 2022 | Portfolio Update

Dear Spartan Client, “Everyone times the market. Some people buy when they have money, and sell when they need money, while others use methods that are more sophisticated.” —Marian McClellan It’s an interesting question: Is everyone a market timer? OK, probably not...

June 2022 | Portfolio Update

June 2022 | Portfolio Update

Dear Spartan Client, “The best preparation for the future is the present well seen to, and the last duty done.” —George Macdonald   In the book “Extreme Ownership,” Jocko Willink and Leif Babin outline the leadership principles the two men learned during their...