The Latest from Spartan Planning
Portfolio Updates, News, & More
March 2023 | Portfolio Update
Hunting For Weeds So the Flowers Can Bloom "Beware the investment activity that produces applause; the great moves are usually greeted by yawns." –Warren Buffett In honor of Berkshire Hathaway’s annual letter being released this past weekend, we thought the best way...

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
"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...

Coronavirus, Decision Making, and March Portfolio Update
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...
March 2023 | Portfolio Update
Hunting For Weeds So the Flowers Can Bloom "Beware the investment activity that produces applause; the great moves are usually greeted by yawns." –Warren Buffett In honor of Berkshire Hathaway’s annual letter being released this past weekend, we thought the best way...
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
"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...
Coronavirus, Decision Making, and March Portfolio Update
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...