On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and other regional banks.

Rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn instead to your investment plan. Hopefully, your plan is designed with your long-term goals in mind and is based on principles that you can stick with, given your personal risk tolerances. While every investor’s plan is a bit different,
ignoring headlines and focusing on the following time-tested principles may help you avoid making shortsighted missteps.

Also In This Issue

Quarterly Review Of Capital Markets
Recency Bias, Pattern Seeking, And The Value Of Premium
What’s Driving The Gold Price?
What Is The Net Investment Income Tax?
The High-Yield Dow Investment Strategy
Recent Market Statistics
The Dow Jones Industrials Ranked By Yield
Asset Class Investment Vehicles