The Latest from Spartan Planning

Portfolio Updates, News, & More
February 2023 | Portfolio Update

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,”...

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February 2023 | Portfolio Update

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...

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February 2023 | Portfolio Update

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...

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February 2023 | Portfolio Update

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

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

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...