The Latest from Spartan Planning
Portfolio Updates, News, & More
June 2022 | Portfolio Update
Dear Spartan Client, “The best preparation for the future is the present well seen to, and the last duty done.” —George Macdonald In the book “Extreme Ownership,” Jocko Willink and Leif Babin outline the leadership principles the two men learned during their...

May 2022 | Portfolio Update
Dear Spartan Client, “No mind, however dull, can escape the brightness that comes from steady application.” —Sir William Osler Risk is technically a four-letter word. Depending on your vantage point, risk can be viewed as either a positive or negative, but in...

April 2022 | Portfolio Update
Dear Spartan Client, “The only true wisdom is in knowing you know nothing.” —Socrates It is common for people to extrapolate recent events into the future as a permanent and continuing condition. This cognitive error shows up consistently in our daily lives and...

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...
June 2022 | Portfolio Update
Dear Spartan Client, “The best preparation for the future is the present well seen to, and the last duty done.” —George Macdonald In the book “Extreme Ownership,” Jocko Willink and Leif Babin outline the leadership principles the two men learned during their...
May 2022 | Portfolio Update
Dear Spartan Client, “No mind, however dull, can escape the brightness that comes from steady application.” —Sir William Osler Risk is technically a four-letter word. Depending on your vantage point, risk can be viewed as either a positive or negative, but in...
April 2022 | Portfolio Update
Dear Spartan Client, “The only true wisdom is in knowing you know nothing.” —Socrates It is common for people to extrapolate recent events into the future as a permanent and continuing condition. This cognitive error shows up consistently in our daily lives and...
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...