The first quarter of 2026 began with several sources of stock market volatility including what pundits have described as the SaaSpocalypse. SaaS stands for software as a service. For years, companies that employed a SaaS business model thrived in terms of profitability and stock market...
2025 Review We thank you for being a client of Morris & Wells during 2025. The Year of the Snake certainly provided significant writhing back and forth within the market and within the M&W portfolio as a result of the tariff announcement in April along with...
John Stewart Darrell, whom we all know as Jack, founded the John Stewart Darrell & Company in 1975, 50 years ago this December! Jack’s goal was simple, to serve clients the best that he could. With three clients, one who is still a client, and...
We write to you today from our new headquarters at 230 Court Square, Suite 102, Charlottesville, VA 22902. Currently, we are not fully ready for company, as some office furniture remains on back order. We hope to be fully moved in by mid-July. In the meantime,...
We write this newsletter at a time of uncertainty in the financial markets and the economy. We view it as an interesting time because the data coming from companies and the government does not suggest a particularly difficult period. However, the new Presidential Administration in...
We thank you for being a client of Morris & Wells during 2024. The year had a number of twists and turns in the portfolio and the market, and we appreciate your support and trust in our fiduciary care. For the first time in two...
There is one mantra that Morris & Wells clients and prospective clients hear all the time from us – probably to the point that your eyes glaze over – “Volatility is opportunity.” We live that phrase. We think the second mantra on our list is,...
If you were to turn on the financial media or pick up any of the major global newspapers, you would be hard pressed to not find a segment or an article on the current moment’s corporate sensation – NVIDIA Corporation (ticker: NVDA). The company even...
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...
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,...