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....
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...
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...
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...
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...
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...
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...
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...
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),...
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...