Looking for AI Winners & Losers A quarter has passed since we described the “SaaSpocalypse.” You may be asking yourself whether we are starting to see Artificial Intelligence (AI) winners and losers emerge. That question is complicated and we do not think enough time has passed...
https://youtu.be/WVRWYG1SY9I For many clients, workplace retirement accounts like 401(k)s and 403(b)s have traditionally sat separate from the rest of their financial picture. At Morris & Wells, we've expanded our capabilities to help bridge that gap, offering greater coordination and visibility across your accounts as part of...
Volatility happens. Don't panic. The best thing you can do when markets get rocky is trust the plan you put in place for exactly this moment. https://www.youtube.com/watch?v=XHHlo911Hh0 ...
You just filed your taxes. Now what? At Morris & Wells, this is the perfect time for a financial summit. Retirement contributions, Roth IRAs, what to do with extra cash, managing distributions in retirement...
Have you visited us at our Charlottesville location? We are right in the heart of downtown and would love to see you. You can find Morris & Wells Wealth Management at: 230 Court Square, Suite 102, Charlottesville, VA 22902 Whether you are an existing...
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...