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...
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...
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...
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...
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...
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...
