18 Nov CSPCA Critter Ball Sponsorship
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. ...
01 Nov Charles Schwab’s Annual IMPACT Conference
Beth & John traveled to Denver to attend Charles Schwab’s annual IMPACT Conference for Registered Investment Advisors who custody clients’ assets on the Schwab platform. They had to fend off the giant bear knocking at the conference entrance. However, they survived to gather information and...
14 Oct What is in a name? – 2022 Q4 Commentary
I believe names have significance. I started this company in 1975 as John Stewart Darrell & Co. and ran it as such until 1994. At that point, the partnership between myself and Charlie King that began in 1986 had grown and developed and I believed...
05 Jul Is This a Stock Market Bottom? – 2022 Q3 Commentary
One might describe the year-to-date stock market performance, at the time of writing, as lackluster. The S&P 500 index has declined 20.5% and Value Line 1700 has declined 22.7%. We have previously discussed some of the reasons for this downturn in our newsletters. So, we would like...
02 Apr War and Portfolio Diversification – 2022 Q2 Commentary
We had hoped that we were moving on from global calamities – at least for a brief respite. However, despite our first quarter newsletter proving fairly accurate in terms of the Omicron Covid-19 variant, in March the world watched as Russia invaded Ukraine. Not only did we...
27 Dec A New Year Begins with Covid Still Lurking – 2022 Q1 Commentary
We would like to welcome you to a New Year and thank you for your continued trust as your financial advisor. It means a lot to us to work on behalf of you every day to protect and grow your wealth. We view it as...
22 Sep Can Corporate Net Income Margins Remain at Today’s Level – 2021 Q4 Commentary
During a time when a number of possible economic and stock market related concerns flow from the media, we would like to share some thoughts regarding a longer-term question. Since the Great Financial Crisis of 2008, companies within the S&P 500 experienced a significant increase...
23 Jun Searching for Opportunity in an Excited Market – 2021 Q3 Commentary
Since the last time we wrote, a lot has changed in our daily lives. It is likely that as you read this you feel that you have been able to return to a little more of your “normal” routine. You may find yourself dining inside...
17 Mar Fear & Greed – 2021 Q2 Commentary
The last 15 months have been extraordinary. We have managed your assets through one of the most tumultuous times in market history. The Covid pandemic has physically disrupted many peoples’ lives as well as taken many lives. The United States economy along with many global...
15 Dec Investment Strategy In Practice – 2021 Q1 Commentary
We wish you and all of your families a Happy New Year, as well as, peace and the continued pursuit of happiness. One would not describe 2020 as peaceful. A lot of people experienced great loss as a result of Covid-19. This loss is not...