The Latest from Spartan Planning

Portfolio Updates, News, & More
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...

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December 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...

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December 2021 | Portfolio Update

October 2021 | Portfolio Update

Dear Spartan Client,   “Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win.” —Sun Tzu   The world is changing. But isn’t it always? It’s always amazing to us how many in the investment world do not...

read more
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...

October 2021 | Portfolio Update

October 2021 | Portfolio Update

Dear Spartan Client,   “Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win.” —Sun Tzu   The world is changing. But isn’t it always? It’s always amazing to us how many in the investment world do not...