The Latest from Spartan Planning

Portfolio Updates, News, & More
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...

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February 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...

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February 2024 | Portfolio Update

December 2023 | Portfolio Update

What Investors Think Should Happen Versus What Is Actually Going On “The plural of anecdote is not data.” –Roger Brinner As systematic trend followers, we make decisions using price data. It appears to us that many in the investment world take a different approach,...

read more
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...

December 2023 | Portfolio Update

December 2023 | Portfolio Update

What Investors Think Should Happen Versus What Is Actually Going On “The plural of anecdote is not data.” –Roger Brinner As systematic trend followers, we make decisions using price data. It appears to us that many in the investment world take a different approach,...