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...
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...
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...
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...
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...
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...
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...
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...
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...
Our optimism remains high regarding the potential investment outcomes as we move forward from the onset and rapid outbreak of Covid-19 – including the national spike in case numbers that we observed in July and November. Since October, case numbers and death numbers have significantly...