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23 Jul Differences Between 4 Asset Classes: Stocks, Bonds, Certificates of Deposit & Money Market

Posted at 20:52h in YouTube by Morris & Wells 0 Comments
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In this video, John discusses the difference between four basic asset classes, stocks, bonds, certificates of deposit and money market accounts. If you have a question for John you can reach out to him on our website contact page or you can comment on his...

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04 Feb Who are our clients? Part 3 – Retired with significant assets.

Posted at 20:57h in Q&A, YouTube by Morris & Wells 0 Comments
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In this three part video series, John answers the question, 'Who are our clients?' For this video, he explains our 'Retired with significant assets' client group. If you have a question for Elizabeth or John you can reach out to them on our website contact...

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03 Feb Who are our clients? Part 2 – Retired with high expenses.

Posted at 20:53h in Q&A, YouTube by Morris & Wells 0 Comments
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In this three part video series, John answers the question, 'Who are our clients?' For this video, he explains our 'Retired with high expenses' client group. If you have a question for Elizabeth or John you can reach out to them on our website contact...

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02 Feb Who are our clients? Part 1 – Working and saving.

Posted at 20:31h in Q&A, YouTube by Morris & Wells 0 Comments
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In this three part video series, John answers the question, 'Who are our clients?' For this video, he explains our 'Working & Saving' client group. If you have a question for Elizabeth or John you can reach out to them on our website contact page...

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31 Jan Discussion With Echo Trade On Roth IRA vs Traditional IRA

Posted at 18:23h in Education And Networking, YouTube by Morris & Wells 0 Comments
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Jeff Roth from Echo Trade sat down with John Wells to discuss different factors that you should take into account when deciding between a Roth IRA and a Traditional IRA. If you have a question for John you can reach out to him on our...

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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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24 Oct What is a fiduciary?

Posted at 14:34h in Q&A, YouTube by Morris & Wells 0 Comments
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In the below Q&A video, John talks us through what a fiduciary is and why it is important. If you have a question for John you can reach out to him on our website contact page or you can comment on his video on YouTube. You...

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20 Oct What is wealth management?

Posted at 20:15h in Q&A, YouTube by Morris & Wells 0 Comments
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In the below Q&A video, John talks us through what wealth management is. If you have a question for John you can reach out to him on our website contact page or you can comment on his video on YouTube. You can also subscribe to our...

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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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