2025 Review We thank you for being a client of Morris & Wells during 2025. The Year of the Snake certainly provided significant writhing back and forth within the market and within the M&W portfolio as a result of the tariff announcement in April along with...
John Stewart Darrell, whom we all know as Jack, founded the John Stewart Darrell & Company in 1975, 50 years ago this December! Jack’s goal was simple, to serve clients the best that he could. With three clients, one who is still a client, and...
We write to you today from our new headquarters at 230 Court Square, Suite 102, Charlottesville, VA 22902. Currently, we are not fully ready for company, as some office furniture remains on back order. We hope to be fully moved in by mid-July. In the meantime,...
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...