The Latest from Spartan Planning

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

November 2022 | Portfolio Update

Dear Spartan Client, “…learn enough from history to bear reality patiently and to respect one another’s delusions.”  —Will Durant There’s been a lot of talk this year about uncertainty. Specifically, about how markets hate it. We think it’s helpful to remember that...

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November 2022 | Portfolio Update

October 2022 | Portfolio Update

Dear Spartan Client, “Our patience will achieve more than our force.”  —Edmund Burke In recent conversations with those who know we are in the investment world but don’t fully understand what we do, we have received condolences. “Man, I bet this has been a hard year,...

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November 2022 | Portfolio Update

September 2022 | Portfolio Update

Dear Spartan Client, “Moving first is a tactic, not a goal.” —Peter Thiel In the financial services world where so many make a living selling their thoughts and opinions about the future, we find it liberating to be on the opposite side of this norm. We don’t make...

read more
November 2022 | Portfolio Update

November 2022 | Portfolio Update

Dear Spartan Client, “…learn enough from history to bear reality patiently and to respect one another’s delusions.”  —Will Durant There’s been a lot of talk this year about uncertainty. Specifically, about how markets hate it. We think it’s helpful to remember that...

October 2022 | Portfolio Update

October 2022 | Portfolio Update

Dear Spartan Client, “Our patience will achieve more than our force.”  —Edmund Burke In recent conversations with those who know we are in the investment world but don’t fully understand what we do, we have received condolences. “Man, I bet this has been a hard year,...

September 2022 | Portfolio Update

September 2022 | Portfolio Update

Dear Spartan Client, “Moving first is a tactic, not a goal.” —Peter Thiel In the financial services world where so many make a living selling their thoughts and opinions about the future, we find it liberating to be on the opposite side of this norm. We don’t make...