The Latest from Spartan Planning

Portfolio Updates, News, & More
September 2023 | Portfolio Update

September 2023 | Portfolio Update

Circumventing The Wall of Worry  “What we hope ever to do with ease, we must first learn to do with diligence.”  –Samuel Johnson There’s an oft-spoken cliché about how markets climb a “wall of worry.” Whether influenced by global upheavals, monetary policy, or...

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September 2023 | Portfolio Update

August 2023 | Portfolio Update

Beware of Grasping at the Shadow “Beware lest you lose the substance by grasping at the shadow.” –Aesop The world of investing is often clouded by the allure of being right: the shadow, as Aesop would say. In our view, this loses sight of the substance: the...

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September 2023 | Portfolio Update

July 2023 | Portfolio Update

Checking In On the Predictions about 2023 “Those who have knowledge, don't predict. Those who predict, don't have knowledge.” –Lao Tzu In the pursuit toward consistently managing risk in ever-changing markets, we find it necessary to challenge commonly held investing...

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September 2023 | Portfolio Update

January 2023 | Portfolio Update

"It can be very expensive to try to convince the markets you are right." —Ed Seykota Even When Traveling Through a Storm, Some Paths Are More Pleasant Than Others We can’t control the market. No one can. This should be self-evident, but it doesn’t always feel that...

read more
September 2023 | Portfolio Update

September 2023 | Portfolio Update

Circumventing The Wall of Worry  “What we hope ever to do with ease, we must first learn to do with diligence.”  –Samuel Johnson There’s an oft-spoken cliché about how markets climb a “wall of worry.” Whether influenced by global upheavals, monetary policy, or...

August 2023 | Portfolio Update

August 2023 | Portfolio Update

Beware of Grasping at the Shadow “Beware lest you lose the substance by grasping at the shadow.” –Aesop The world of investing is often clouded by the allure of being right: the shadow, as Aesop would say. In our view, this loses sight of the substance: the...

July 2023 | Portfolio Update

July 2023 | Portfolio Update

Checking In On the Predictions about 2023 “Those who have knowledge, don't predict. Those who predict, don't have knowledge.” –Lao Tzu In the pursuit toward consistently managing risk in ever-changing markets, we find it necessary to challenge commonly held investing...

January 2023 | Portfolio Update

January 2023 | Portfolio Update

"It can be very expensive to try to convince the markets you are right." —Ed Seykota Even When Traveling Through a Storm, Some Paths Are More Pleasant Than Others We can’t control the market. No one can. This should be self-evident, but it doesn’t always feel that...