The Latest from Spartan Planning

Portfolio Updates, News, & More
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...

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September 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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September 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...

read more
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...

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...