Dougherty Dispatch: Month in Review
June 4, 2026 Current Market Activity Sector / Asset Class 2026 Year-To-Date Return Total 2025 Return S&P 500 large stock bucket +10.6% +16.4% Tech stocks
June 16, 2026
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June 4, 2026 Current Market Activity Sector / Asset Class 2026 Year-To-Date Return Total 2025 Return S&P 500 large stock bucket +10.6% +16.4% Tech stocks
May 20, 2026 Current Market Activity Who would have thought during all the fear earlier this year, that the S&P 500 would be hitting all-time
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