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...
In this three part video series, John answers the question, 'Who are our clients?' For this video, he explains our 'Working & Saving' client group. If you have a question for Elizabeth or John you can reach out to them on our website contact page...
Jeff Roth from Echo Trade sat down with John Wells to discuss different factors that you should take into account when deciding between a Roth IRA and a Traditional IRA. If you have a question for John you can reach out to him on our...
2023 Review We would like to begin by thanking all of our clients for a wonderful 2023. Internally, we believed that the outward manifestation of our succession plan and transition from Darrell & King, LLC to Morris & Wells Wealth Management, LLC would move smoothly. Thankfully,...
Following the November Federal Reserve meeting, Jeff Roth from Echo Trade sat down with John Wells to discuss interest rates and their effect on the investment landscape. If you have a question for John you can reach out to him on our website contact page or...
John Wells sat down with Jeff Roth from Echo Trade to discuss the market and the Morris & Wells Portfolio in early November. Please reach out via the comment section or directly to us via our website to ask the M&W team any questions. If you...
Elizabeth Morris and John Wells were attending the Charles Schwab IMPACT 2023 conference and filmed a few videos talking about their experience. In this video, Elizabeth talks us through a session she attended that was led by a clinical psychologist who presented on behavioral finance....