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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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14 Oct What is in a name? – 2022 Q4 Commentary

Posted at 21:17h in Market Commentary by Morris & Wells 0 Comments
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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...

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05 Jul Is This a Stock Market Bottom? – 2022 Q3 Commentary

Posted at 22:11h in Market Commentary by Morris & Wells 0 Comments
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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...

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02 Apr War and Portfolio Diversification – 2022 Q2 Commentary

Posted at 22:17h in Market Commentary by Morris & Wells 0 Comments
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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...

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