The Latest from Spartan Planning
Portfolio Updates, News, & More
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
"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...

December 2022 | Portfolio Update
Dear Spartan Client, "The first rule of compounding: Never interrupt it unnecessarily." —Charlie Munger Compounding. It’s all around us and in virtually everything we do. It’s a word that generally everyone knows, but the power and significance get lost on many, if...

Coronavirus, Decision Making, and March Portfolio Update
By now, you’ve seen countless articles and heard numerous soundbites about the coronavirus (COVID-19) and its impacts thus far around the globe; there is a growing, but limited number of cases in the United States. Whether you are fearful about the impact this virus...
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
"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...
December 2022 | Portfolio Update
Dear Spartan Client, "The first rule of compounding: Never interrupt it unnecessarily." —Charlie Munger Compounding. It’s all around us and in virtually everything we do. It’s a word that generally everyone knows, but the power and significance get lost on many, if...
Coronavirus, Decision Making, and March Portfolio Update
By now, you’ve seen countless articles and heard numerous soundbites about the coronavirus (COVID-19) and its impacts thus far around the globe; there is a growing, but limited number of cases in the United States. Whether you are fearful about the impact this virus...