INSIGHTS

September has historically been a market weak spot, yet it has defied expectations. Instead of stumbling, stocks are pushing to new highs, volatility remains muted, and the seasonal trapdoor that investors often brace for has yet to appear. That ongoing divergence from history highlights why we rely on process over prediction. Markets will often tempt investors with patterns, narratives, and gut instincts, but those don’t provide a consistent edge. A systematic investing appr

Quiet markets can feel uneventful, but they’re often when the real work of investing takes place. Compounding isn’t flashy. It requires time, stability, and patience. When volatility is subdued and trends are intact, progress builds quietly in the background, setting the stage for meaningful long-term results.

“Don’t just do something - sit there.” – Sylvia Boorstein One of the hardest things in investing is doing nothing — not out of neglect,...

" Doubt is not a pleasant condition, but certainty is absurd.” – Voltaire Every June, we find ourselves doing the same thing: reviewing...

For 2025, Advisor Hub has ranked the top 250 teams with sophisticated practices, great growth and a commitment to professionalism. ...

"The essence of strategy is choosing what not to do.” – Michael Porter One of the biggest misconceptions in investing is that the best...

"“The art of life lies in a constant readjustment to our surroundings.” – Kakuzō Okakura In investing, uncertainty isn’t a bug — it’s a...

"Never laugh at live dragons” – J.R.R. Tolkien Two Situations might look similar on the surface but... Not all threats are created equal....

Great investors don’t just accumulate experience - they learn from it. They share a common trait: they don’t chase what’s flashy or react...

"Do not pray for an easy life, pray for the strength to endure a difficult one.” – Bruce Lee It’s easy to stay disciplined when things...

"Man is not worried by real problems so much as by his imagined anxieties about real problems.” – Epictetus As humans, we’re wired to...

“It does not do to leave a live dragon out of your calculations, if you live near one.” – J.R.R. Tolkien In investing, the allure of...

Advisor Hub created a list of 1,000 advisors with sophisticated practices, great growth and a commitment to professionalism. These 250...

The retreat was structured around a series of meticulously designed tactical exercises and problem-solving missions.

As a kid who played whatever sport was in season, when the weather didn’t cooperate, I brought that passion inside to the latest sports...

You may recall that in 2022 Sparta's Founder, Blair Thompson, was listed #8 in Advisor Hub's rankings for under $1 BN in assets sector....

Something that unites almost every asset manager that believes it uses a disciplined, repeatable investment process is our annoyance with...

Advisor Hub recently published their ranking of the top 50 advisors with <$1bn under management, and we were thrilled to see our...

by Arun Kaul, CIO of Boutique CIO Read the latest market commentary by Arun who talks about earnings revisions, recession fears and US...

Blair Thompson ws invited to moderate a discussion on "How to Evolve the 40% in a 60/40 Allocation, showed attendees how other kinds of...