The Latest from Spartan Planning
Portfolio Updates, News, & MoreOctober 2024 | Portfolio Update
Why We’re Willing — And Wanting — To Look Different From the Norm “You cannot swim for new horizons until you have courage to lose sight of the shore.” – William Faulkner In investing, the principle of non-correlation presents both opportunities and challenges. While...
September 2024 | Portfolio Update
Price Drives Sentiment “Without data, you're just another person with an opinion.” –W. Edwards Deming From July 16 to August 5, the S&P 500 experienced an 8.5% decline, culminating in a sharp 3% drop on August 5. During this period, headlines, clients, and pundits...
August 2024 | Portfolio Update
While Market’s Direction is Uncertain, Our Response is Predetermined “We don’t see things as they are, we see them as we are.” –Anaïs Nin In investing, behavioral biases often amplify investor anxiety. Periods when steady gains are followed by modest declines can be...
July 2024 | Portfolio Update
Surf’s Up! Why We’re Paddling Into the Waves “Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson We are frequently asked whether we are optimistic or pessimistic about the...
June 2024 | Portfolio Update
Trend Following’s Response To Delayed Rate Cuts “Never mistake a clear view for a short distance.” –Paul Saffo We believe a significant advantage of trend following is its ability to help manage emotions and behaviors by providing a clear, adaptable plan for any...
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
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
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
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
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...
October 2024 | Portfolio Update
Why We’re Willing — And Wanting — To Look Different From the Norm “You cannot swim for new horizons until you have courage to lose sight of the shore.” – William Faulkner In investing, the principle of non-correlation presents both opportunities and challenges. While...
September 2024 | Portfolio Update
Price Drives Sentiment “Without data, you're just another person with an opinion.” –W. Edwards Deming From July 16 to August 5, the S&P 500 experienced an 8.5% decline, culminating in a sharp 3% drop on August 5. During this period, headlines, clients, and pundits...
August 2024 | Portfolio Update
While Market’s Direction is Uncertain, Our Response is Predetermined “We don’t see things as they are, we see them as we are.” –Anaïs Nin In investing, behavioral biases often amplify investor anxiety. Periods when steady gains are followed by modest declines can be...
July 2024 | Portfolio Update
Surf’s Up! Why We’re Paddling Into the Waves “Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson We are frequently asked whether we are optimistic or pessimistic about the...
June 2024 | Portfolio Update
Trend Following’s Response To Delayed Rate Cuts “Never mistake a clear view for a short distance.” –Paul Saffo We believe a significant advantage of trend following is its ability to help manage emotions and behaviors by providing a clear, adaptable plan for any...
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
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
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
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
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...