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30 Oct Charles Schwab IMPACT 2023 | Mentoring Young Professionals

Posted at 18:17h in Education And Networking by Morris & Wells 0 Comments
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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, John talks us through his experience with mentoring young professionals and Elizabeth shares thoughts on the industry from what she...

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24 Oct What is a fiduciary?

Posted at 14:34h in Q&A, YouTube by Morris & Wells 0 Comments
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In the below Q&A video, John talks us through what a fiduciary is and why it is important. If you have a question for John you can reach out to him on our website contact page or you can comment on his video on YouTube. You...

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20 Oct What is wealth management?

Posted at 20:15h in Q&A, YouTube by Morris & Wells 0 Comments
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In the below Q&A video, John talks us through what wealth management is. If you have a question for John you can reach out to him on our website contact page or you can comment on his video on YouTube. You can also subscribe to our...

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17 Oct Is the market overvalued today?

Posted at 20:19h in Market Commentary, YouTube by Morris & Wells 0 Comments
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John sits down to answer a question we get asked a lot which is, 'Is the market overvalued today?' He discusses how this question can be answered in different ways based on where you look. He brings up the S&P 500 and how it...

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01 Oct Thank You Wizard – 2023 Q4 Commentary

Posted at 21:28h in Market Commentary by Morris & Wells 0 Comments
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Charles G. King, who we all know as Charlie, joined Jack at John Stewart Darrell & Company in 1986. Jack and Charlie became friends while meeting for lunch at The Mousetrap diner in Charlottesville. Jack would pick Charlie’s brain for investment ideas. This friendly back...

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01 Jul Maneuvering Through A Recession – 2023 Q3 Commentary

Posted at 15:51h in Market Commentary by Morris & Wells 0 Comments
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Current Market Conditions - The year began frenetically as market pundits had a lot to discuss and gnash their teeth on. The bank crisis of March led to concern regarding further bank runs and destabilization of the US banking system. This was followed by the...

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26 Apr Morris & Wells At Boars Head Resort With Charles Schwab

Posted at 16:15h in Around Town by Morris & Wells 0 Comments
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We thoroughly enjoyed hosting clients and our partners from Charles Schwab at the Boar’s Head Resort in Charlottesville on April 26th.  Charles Schwab provided interesting insights on offerings from their Banking, Trust, and Charitable groups.  We will host more events like this in the future...

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01 Apr Fragility in the Banking System – 2023 Q2 Commentary

Posted at 16:16h in Market Commentary by Morris & Wells 0 Comments
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US stock markets came under pressure in mid-March as investors scrutinized the banking system and a few banks experienced “bank runs.” We believe the Federal Deposit Insurance Corporation (FDIC) stemmed the bank runs on Sunday March 12th by backstopping depositors of Silicon Valley Bank (SVB),...

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21 Dec Where Do We Go From Here? – 2023 Q1 Commentary

Posted at 22:17h in Market Commentary by Morris & Wells 0 Comments
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Morris & Wells Wealth Management begins 2023 enthusiastically and with eyes on guiding the firm through future decades. As 2022 drew to a close the stock market demonstrated less enthusiasm. Table 1, below, shows that at the time of writing the S&P 500 was on track for...

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18 Nov CSPCA Critter Ball Sponsorship

Posted at 19:10h in Around Town by Morris & Wells 0 Comments
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Darrell & King has been delighted to support the Charlottesville Albemarle SPCA since 2014 and is thrilled to continue that support while proudly becoming Morris & Wells Wealth Management in 2023. ...

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