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01 Apr Upside Downside amid Uncertainty – 2025 Q2 Commentary

Posted at 14:39h in Market Commentary by Morris & Wells 0 Comments
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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...

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01 Jan Opportunities in 2025 – 2025 Q1 Commentary

Posted at 20:10h in Market Commentary by Morris & Wells 0 Comments
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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...

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01 Oct Busy News Cycle: We Look Forward – 2024 Q4 Commentary

Posted at 18:59h in Market Commentary by Morris & Wells 0 Comments
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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,...

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01 Jul Artificial Intelligence Takes Over – 2024 Q3 Commentary

Posted at 21:26h in Market Commentary by Morris & Wells 0 Comments
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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...

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01 Apr Opportunities Given Current Market Valuations – 2024 Q2 Commentary

Posted at 21:25h in Market Commentary by Morris & Wells 0 Comments
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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...

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01 Jan Looking Forward While Reflecting on 2023 – 2024 Q1 Commentary

Posted at 17:02h in Market Commentary by Morris & Wells 0 Comments
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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,...

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16 Nov Discussion With Echo Trade To Review Recent Interest Rate Movements

Posted at 06:08h in Education And Networking, Market Commentary, YouTube by Morris & Wells 0 Comments
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Following the November Federal Reserve meeting, Jeff Roth from Echo Trade sat down with John Wells to discuss interest rates and their effect on the investment landscape. If you have a question for John you can reach out to him on our website contact page or...

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07 Nov Early November Portfolio Update With Echo Trade

Posted at 06:04h in Education And Networking, Market Commentary, YouTube by Morris & Wells 0 Comments
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John Wells sat down with Jeff Roth from Echo Trade to discuss the market and the Morris & Wells Portfolio in early November. Please reach out via the comment section or directly to us via our website to ask the M&W team any questions. If you...

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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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