The Latest from Spartan Planning

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

May 2022 | Portfolio Update

Dear Spartan Client,   “No mind, however dull, can escape the brightness that comes from steady application.” —Sir William Osler Risk is technically a four-letter word. Depending on your vantage point, risk can be viewed as either a positive or negative, but in...

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May 2022 | Portfolio Update

April 2022 | Portfolio Update

Dear Spartan Client,   “The only true wisdom is in knowing you know nothing.” —Socrates It is common for people to extrapolate recent events into the future as a permanent and continuing condition. This cognitive error shows up consistently in our daily lives and...

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May 2022 | Portfolio Update

March 2022 | Portfolio Update

Dear Spartan Client,   “Adaptability is being able to adjust to any situation at any given time.” —John Wooden   Global markets continued to decline in February, as the downside volatility that began in early January continued to permeate nearly all major...

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May 2022 | Portfolio Update

May 2022 | Portfolio Update

Dear Spartan Client,   “No mind, however dull, can escape the brightness that comes from steady application.” —Sir William Osler Risk is technically a four-letter word. Depending on your vantage point, risk can be viewed as either a positive or negative, but in...

April 2022 | Portfolio Update

April 2022 | Portfolio Update

Dear Spartan Client,   “The only true wisdom is in knowing you know nothing.” —Socrates It is common for people to extrapolate recent events into the future as a permanent and continuing condition. This cognitive error shows up consistently in our daily lives and...

March 2022 | Portfolio Update

March 2022 | Portfolio Update

Dear Spartan Client,   “Adaptability is being able to adjust to any situation at any given time.” —John Wooden   Global markets continued to decline in February, as the downside volatility that began in early January continued to permeate nearly all major...