News & Article

Current Market Activity In what feels like a never-ending stream of headlines, it is important to remember we aren’t even halfway through the year! During

Current Market Activity So far, through the beginning of March, the year has provided ups and downs in financial markets that continue to keep us

Warm greetings from the Dougherty Investment Advisors team. As we are seeing attention grabbing headlines and recent volatility, particularly in AI technology stocks, conversations are

Dear Market Observer, Warm greetings and Happy New Year from the Dougherty Investment Advisors team. We hope you have been enjoying the holidays as they

Dear Valued Client, The team here at Dougherty Investment Advisors wishes you a very happy holiday season! May you stay safe and cozy and try

A big hello to all of you from John D! I may be retired, but I have not fallen off the Earth. I now understand,

Dear Valued Client, The team here at Dougherty Investment Advisors hope you are doing well. This year we have continued to see strength in stocks,

We want to alert you to a recent scam involving fraudulent text messages that appear to be from Charles Schwab.  Scammers are sending messages that

What a year!  And we’re only halfway through.  In this mid-year dispatch, we are expanding our report to include a summary status of many of

It’s just been a few weeks since our last dispatch, but these times of turmoil call for a quick update on the financial markets, given