April Market Update

Written by John Dougherty on 24 April 2025. Posted in Blog

Dougherty Investment Advisors

Financial & Tax Planning

www.Doughertyinvestments.com 352-238-6411

Dougherty Dispatch: Markets Update

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 continuing rough seas in tariff negotiations. On top of that, we hear about various rumors from our 24-hour news and television airways.

Here’s where we are as of today year-to-date for various sectors of the markets:

Bonds Fixed Income - 2.4%

Preferred Stock (hybrid bond/stock) - 7.6%

S&P 500 large stock bucket - 10.8%

Tech stocks - 19.4%

Utility Stocks + 2.8%

Staples stocks (food, household companies) + 3.7%

Gold + 29.3%

Bitcoin - 3.4%

Below is an interesting chart that shows how markets have tended to rebound after dips of more than 15%. The challenge: during each dip, no one knows when we are at the bottom—until we’re past it.

POSTCARD RECEIVED ABOUT NOTICE OF CLASS ACTION LAWSUIT: By now, you may have received a mysterious postcard in the mail about a class action matter. Apparently, a group of people (attorneys?) have sued Charles Schwab Corporation over the merger with TD Ameritrade, and you are a member of the settlement class, which means you get benefits from the lawsuit. The good news: They promise to implement an antitrust compliance program that we hope will maintain high customer service. The bad news: There is no financial reward for account holders. Yes, you can discard the postcard.

The Dougherty Team

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