The Latest from Spartan Planning

Portfolio Updates, News, & More
May 2021 | Portfolio Update

May 2021 | Portfolio Update

Dear Spartan Client, "A military genius is the man who can do the average thing when everyone else around him is losing his mind." –Napoleon What an amazing time to be an investor. A roaring stock market at all-time highs, historically low interest rates, housing...

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May 2021 | Portfolio Update

April 2021 | Portfolio Update

Dear Spartan Client, "Success is a lousy teacher. It seduces smart people into thinking that they can’t lose.” –Bill Gates As we begin transitioning to a post-COVID world, optimism and confidence about the future run high. This is indeed a great thing for families,...

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March 2021 | Portfolio Update

March 2021 | Portfolio Update

Dear Spartan Client, "There is only one thing worse than being talked about, and that is not being talked about." –Oscar Wilde Few would argue against the fact that we live at a time in history where noise, both its volume and saturation, is widespread. So, when a...

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February 2021 | Portfolio Update

February 2021 | Portfolio Update

Dear Spartan Client, "Based on my own personal experience – both as an investor in recent years and an expert witness in years past – rarely do more than three or four variables really count. Everything else is noise.” – Marty Whitman   The quote above is valuable to...

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January 2021 | Portfolio Update

January 2021 | Portfolio Update

Dear Spartan Client, During this season of gratitude and new beginnings, we wanted to sincerely thank each of you for what you mean to us, personally and professionally. This holiday season continues to be unlike most, perhaps different than any other we have...

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Why the 2008 Recession Still Matters

Why the 2008 Recession Still Matters

As I write this post, we have just celebrated the longest bull run in the history of the stock market. Since March 9, 2009 the S&P 500 has increased a whopping 275% (+/-), helping to alleviate some of the fears that we felt while watching the market descend for 17...

read more
What does a Financial Advisor actually do?

What does a Financial Advisor actually do?

The amount of information available about the financial services industry can be overwhelming. Adding to the confusion is the term “advisor” or… “adviser.” Our industry can’t even agree on how to spell the word! I won’t bore you with the explanation of the different...

read more
May 2021 | Portfolio Update

May 2021 | Portfolio Update

Dear Spartan Client, "A military genius is the man who can do the average thing when everyone else around him is losing his mind." –Napoleon What an amazing time to be an investor. A roaring stock market at all-time highs, historically low interest rates, housing...

April 2021 | Portfolio Update

April 2021 | Portfolio Update

Dear Spartan Client, "Success is a lousy teacher. It seduces smart people into thinking that they can’t lose.” –Bill Gates As we begin transitioning to a post-COVID world, optimism and confidence about the future run high. This is indeed a great thing for families,...

March 2021 | Portfolio Update

March 2021 | Portfolio Update

Dear Spartan Client, "There is only one thing worse than being talked about, and that is not being talked about." –Oscar Wilde Few would argue against the fact that we live at a time in history where noise, both its volume and saturation, is widespread. So, when a...

February 2021 | Portfolio Update

February 2021 | Portfolio Update

Dear Spartan Client, "Based on my own personal experience – both as an investor in recent years and an expert witness in years past – rarely do more than three or four variables really count. Everything else is noise.” – Marty Whitman   The quote above is valuable to...

January 2021 | Portfolio Update

January 2021 | Portfolio Update

Dear Spartan Client, During this season of gratitude and new beginnings, we wanted to sincerely thank each of you for what you mean to us, personally and professionally. This holiday season continues to be unlike most, perhaps different than any other we have...

Why the 2008 Recession Still Matters

Why the 2008 Recession Still Matters

As I write this post, we have just celebrated the longest bull run in the history of the stock market. Since March 9, 2009 the S&P 500 has increased a whopping 275% (+/-), helping to alleviate some of the fears that we felt while watching the market descend for 17...

What does a Financial Advisor actually do?

What does a Financial Advisor actually do?

The amount of information available about the financial services industry can be overwhelming. Adding to the confusion is the term “advisor” or… “adviser.” Our industry can’t even agree on how to spell the word! I won’t bore you with the explanation of the different...