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,...
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...
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...
Elizabeth Morris and John Wells were attending the Charles Schwab IMPACT 2023 conference and filmed a few videos talking about their experience. In this video, Elizabeth talks us through a session she attended that was led by a clinical psychologist who presented on behavioral finance....
Elizabeth Morris and John Wells were attending the Charles Schwab IMPACT 2023 conference and filmed a few videos talking about their experience. In this video, John talks us through his experience with mentoring young professionals and Elizabeth shares thoughts on the industry from what she...
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...
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...
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...
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...
Current Market Conditions - The year began frenetically as market pundits had a lot to discuss and gnash their teeth on. The bank crisis of March led to concern regarding further bank runs and destabilization of the US banking system. This was followed by the...