The Latest from Spartan Planning

Portfolio Updates, News, & More
January 2022 | Portfolio Update

January 2022 | Portfolio Update

Dear Spartan Client,   “A … system will beat a good person [over time] every time.” —W. Edwards Deming   It’s that time of year for “40 New Year's Resolution Ideas to Start 2022 Right,” or “22 New Year’s Resolutions You Can Actually Keep in 2022.” It is...

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January 2022 | Portfolio Update

December 2021 | Portfolio Update

Dear Spartan Client,   "I would maintain that thanks are the highest form of thought; and that gratitude is happiness doubled by wonder." — G.K. Chesterton   “What’s there to be grateful for?” Given the steady supply of negativity experienced over the last...

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January 2022 | Portfolio Update

November 2021 | Portfolio Update

Dear Spartan Client,   “The more we value things outside our control, the less control we have.” —Epictetus   The typical investor’s timeframe is inversely related to volatility. As markets decline and volatility rises, even a long-term investor’s focus has...

read more
January 2022 | Portfolio Update

January 2022 | Portfolio Update

Dear Spartan Client,   “A … system will beat a good person [over time] every time.” —W. Edwards Deming   It’s that time of year for “40 New Year's Resolution Ideas to Start 2022 Right,” or “22 New Year’s Resolutions You Can Actually Keep in 2022.” It is...

December 2021 | Portfolio Update

December 2021 | Portfolio Update

Dear Spartan Client,   "I would maintain that thanks are the highest form of thought; and that gratitude is happiness doubled by wonder." — G.K. Chesterton   “What’s there to be grateful for?” Given the steady supply of negativity experienced over the last...

November 2021 | Portfolio Update

November 2021 | Portfolio Update

Dear Spartan Client,   “The more we value things outside our control, the less control we have.” —Epictetus   The typical investor’s timeframe is inversely related to volatility. As markets decline and volatility rises, even a long-term investor’s focus has...