The Latest from Spartan Planning

Circumventing The Wall of Worry  “What we hope ever to do with ease, we must first learn to do with diligence.”  –Samuel Johnson There’s an oft-spoken cliché about how markets climb a “wall of worry.” Whether influenced by global upheavals, monetary policy, or...

Beware of Grasping at the Shadow “Beware lest you lose the substance by grasping at the shadow.” –Aesop The world of investing is often clouded by the allure of being right: the shadow, as Aesop would say. In our view, this loses sight of the substance: the...

Checking In On the Predictions about 2023 “Those who have knowledge, don't predict. Those who predict, don't have knowledge.” –Lao Tzu In the pursuit toward consistently managing risk in ever-changing markets, we find it necessary to challenge commonly held investing...

These last few weeks have been wild, haven’t they? Two of the largest bank failures in US history occurred over a single weekend. And many would say the failures were largely preventable.  First - Silicon Valley Bank was in the news as having failed and a takeover by...

"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...

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...