The Latest from Spartan Planning

Portfolio Updates, News, & More
May 2024 | Portfolio Update

May 2024 | Portfolio Update

Don’t Underestimate the Value of ‘Wait & See’ “Adaptability is about the powerful difference between adapting to cope and adapting to win.” –Max McKeown Headed into May the S&P 500 closed down from its highs from the end of March. The ride has been...

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May 2024 | Portfolio Update

April 2024 | Portfolio Update

Shouldn't We Be Enjoying This Ride? “Life is what happens to us while we are making other plans.”  –Allen Saunders In our recent discussions with clients, we've often encouraged them to "enjoy this environment," especially when conversations veer toward pessimism....

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May 2024 | Portfolio Update

March 2024 | Portfolio Update

Mistakes of Omission Are More Costly Than Bad Investments “[People are] more likely to make mistakes of omission, not commission.” –Warren Buffett At Spartan Planning Group, we highly value simplification. We strive to make complex topics understandable and avoid...

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May 2024 | Portfolio Update

February 2024 | Portfolio Update

The Impact of Short-Term, Incremental Improvements on Long-Term  Success “You can't connect the dots looking forward; you can only connect them looking backward” –Steve Jobs During numerous discussions with clients in recent months, the notion of “all-time highs” has...

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May 2024 | Portfolio Update

January 2024 | Portfolio Update

Oh Come, All Ye 2024 Predictions! “The future ain’t what it used to be.” –Yogi Berra It’s a joyous time of the year. Many children are writing thank you notes to Santa for making their Christmas dreams come true. People are celebrating the coming of the New Year, and...

read more
May 2024 | Portfolio Update

May 2024 | Portfolio Update

Don’t Underestimate the Value of ‘Wait & See’ “Adaptability is about the powerful difference between adapting to cope and adapting to win.” –Max McKeown Headed into May the S&P 500 closed down from its highs from the end of March. The ride has been...

April 2024 | Portfolio Update

April 2024 | Portfolio Update

Shouldn't We Be Enjoying This Ride? “Life is what happens to us while we are making other plans.”  –Allen Saunders In our recent discussions with clients, we've often encouraged them to "enjoy this environment," especially when conversations veer toward pessimism....

March 2024 | Portfolio Update

March 2024 | Portfolio Update

Mistakes of Omission Are More Costly Than Bad Investments “[People are] more likely to make mistakes of omission, not commission.” –Warren Buffett At Spartan Planning Group, we highly value simplification. We strive to make complex topics understandable and avoid...

February 2024 | Portfolio Update

February 2024 | Portfolio Update

The Impact of Short-Term, Incremental Improvements on Long-Term  Success “You can't connect the dots looking forward; you can only connect them looking backward” –Steve Jobs During numerous discussions with clients in recent months, the notion of “all-time highs” has...

January 2024 | Portfolio Update

January 2024 | Portfolio Update

Oh Come, All Ye 2024 Predictions! “The future ain’t what it used to be.” –Yogi Berra It’s a joyous time of the year. Many children are writing thank you notes to Santa for making their Christmas dreams come true. People are celebrating the coming of the New Year, and...