DM Portfolio Commentary – March 2023

March Madness – Though October has long been regarded as the most treacherous month for stock investors, it may be time for March to claim that dubious title. So far in this young millennium, the vernal equinox has coincided with the popping of the dot-com bubble, the final market plunge of the Great Financial Crisis, the covid crash, and now a burst of bank failures. As it stands, we might all be better off if the investing calendar comprised only 11 months!

Focus has also recently shifted from inflation and interest rates to the financial system, with notable events like the collapse of Silicon Valley Bank and Credit Suisse’s merger with UBS. In this note, we aim to answer some of the questions that might have come to mind as you think about your portfolio and family wealth in light of recent news.

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