We write this newsletter at a time of uncertainty in the financial markets and the economy. We view it as an interesting time because the data coming from companies and the government does not suggest a particularly difficult period. However, the new Presidential Administration in...
We thank you for being a client of Morris & Wells during 2024. The year had a number of twists and turns in the portfolio and the market, and we appreciate your support and trust in our fiduciary care. For the first time in two...
There is one mantra that Morris & Wells clients and prospective clients hear all the time from us – probably to the point that your eyes glaze over – “Volatility is opportunity.” We live that phrase. We think the second mantra on our list is,...
Beth Morris & John Wells were featured in both The Scout Guide Charlottesville printed edition volume 16 (city guide) and online in their editiorial section linked HERE You can find the printed version of The Scout Guide Charlottesville at the Morris & Wells Wealth Management office...
In this video, John discusses the difference between four basic asset classes, stocks, bonds, certificates of deposit and money market accounts. If you have a question for John you can reach out to him on our website contact page or you can comment on his...
If you were to turn on the financial media or pick up any of the major global newspapers, you would be hard pressed to not find a segment or an article on the current moment’s corporate sensation – NVIDIA Corporation (ticker: NVDA). The company even...
Morris & Wells clients have enjoyed a wonderful 17 month rise in our stock portfolio through the end of March 2024. The question on many peoples’ minds seems to be, “are we due for a pull back?” The answer is that we will inevitably see...
In this video, John discusses the differences between the Savings Rate and the Rate Of Return on your investments and which should be prioritized. If you have any questions for John about this video's content, please comment below. You can also email our team at...
In this three part video series, John answers the question, 'Who are our clients?' For this video, he explains our 'Retired with significant assets' client group. If you have a question for Elizabeth or John you can reach out to them on our website contact...
In this three part video series, John answers the question, 'Who are our clients?' For this video, he explains our 'Retired with high expenses' client group. If you have a question for Elizabeth or John you can reach out to them on our website contact...