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, steady gains in fixed income,
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 may look like legitimate Schwab
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 the holdings our clients have.
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 gyrating ups and downs and
President Trump’s Liberation Day on April 2nd was not very liberating for investors. On April 3rd, the S&P stock index dropped a whopping 5% and today another 5%. Tech stocks
We know several people that suffer from FOMO. The disease comes with high anxiety, restlessness, and it occurs mostly in men. No, we’re not talking about a strange new virus.
