Quarter Over Quarter

Market corrections are an inevitable part of investing. The challenge isn’t predicting exactly when they will happen, but making sure your portfolio is prepared when they do. In this episode of Quarter Over Quarter , Don Drury, Tom Moran, and Charles Chesebrough discuss how investors can approach periods of market volatility without allowing short-term movements to derail long-term financial goals...

Investment returns only tell part of the story. What investors keep after taxes can have a meaningful impact on long-term wealth. In this episode of Quarter Over Quarter , Don Drury, Tom Moran, and Charlie Chesebrough discuss strategies investors can use to manage the tax impact of their portfolios, particularly after several years of strong markets have left many with significant embedded gains....

After years of market performance dominated by a small group of mega cap technology companies, the investment landscape may be starting to change. In this episode of Quarter Over Quarter , Tom Moran and Don Drury are joined by Charlie Chesebrough to examine strong 2026 earnings growth and the expanding participation of sectors beyond technology. The conversation explores improving market breadth,...

Only 20 to 30 percent of businesses that go to market ever actually sell. In this episode, Tom Moran and Don Drury sit down with Kevin Keuper, Managing Director of Legacy Capital Advisors, to unpack why so many deals fall apart and what owners can do differently. The conversation covers when to start exit planning, the real difference between an estate-planning valuation and a sale price, what mak...

Market corrections are an inevitable part of investing, but every downturn brings a unique set of headlines, emotions, and uncertainties. While the causes may differ, the principles of long-term investing often remain remarkably consistent. In this episode, Tom Moran and Don Drury discuss how investors can prepare for periods of market volatility before they occur, rather than reacting after marke...

Markets change, tax laws evolve, and economic conditions shift. While those forces are beyond an investor's control, the strategies used to navigate them can make a meaningful difference over time. In this episode, Tom Moran and Don Drury revisit some of the most important conversations from this season, highlighting nine wealth planning strategies that remain highly relevant in today's...

Exchange-traded funds have transformed investing by offering broad market exposure, low costs, and simplicity. For many investors, they remain an effective solution. However, as portfolios grow and planning becomes more sophisticated, additional considerations often emerge. In this episode, Tom Moran and Don Drury discuss why some high net worth investors are looking beyond passive ETFs and how fa...

For many families, wealth begins as a financial outcome but eventually becomes something far more complex. As assets grow, so do the decisions surrounding them, introducing questions not just about returns, but about structure, responsibility, and long-term stewardship. In this episode, Mike Mongin joins Don Drury and Tom Moran to explore the role of family offices and how they function as a centr...

For high net worth individuals, a balance sheet can tell only part of the story. Tucked alongside traditional assets, you might find a cellar of first growth wines, a vintage Ferrari, or a vault of rare jewels. In this episode, Jarred Kaplan, founder and managing member of Provident Jewelers, joins Don Drury and Tom Moran to explore the world of passion assets and the tangible collectibles that si...

Building a family business often takes decades, and transferring it to the next generation can involve careful planning, thoughtful conversations, and coordination with experienced professionals. In this episode, Michael Mongin joins Don Drury and Tom Moran to discuss key considerations families may want to evaluate when planning for the transition of a closely held business. The conversation expl...

Charitable giving can serve multiple purposes beyond supporting causes that matter personally. When approached strategically, philanthropy may also play a role in broader financial, tax, and legacy planning conversations. In this episode, Don Drury and Tom Moran are joined by attorney and advisor Michael Mongin to discuss donor advised funds, private foundations, charitable remainder trusts, and q...

Cybercrime has quietly become one of the largest and most sophisticated global industries, now surpassing the scale of illegal drug trafficking. In this episode, Tom Moran and Don Drury are joined by Mark Hurley, CEO and Founder of Digital Privacy Protection, to break down the rapidly evolving cybersecurity landscape and what it means for individuals and families. The conversation explores why hig...

With the first quarter of 2026 in the books, investors and consumers alike are searching for clarity amid a complex economic backdrop: tariffs, an ongoing conflict in the Middle East, and the ever-present question of what the Fed will do next. In this episode, Tom Moran and Don Drury are joined by Dr. John Silvia, former Managing Director and Chief Economist at Wells Fargo and founder of Dynamic E...

With rising tensions between the United States and Iran, recent developments have drawn increased attention to potential geopolitical and economic implications.  While the situation remains fluid, it has prompted discussion around possible impacts on global energy markets, international alliances, and broader financial conditions. In this episode, Tom Moran and Don Drury are joined by Professor Ho...

Many investor portfolios have significant exposure to U.S. stocks—but what about the rest of the world? In this episode, Charlie Chesebrough discusses the role global investing can play in portfolio construction, how investors often think about international and emerging markets, and how diversified allocations are commonly structured to consider both growth potential and risk.  The conversation e...

How much growth in your portfolio still belongs to you… and how much could ultimately pass to the next generation? In this episode, the team discusses estate planning strategies such as Grantor Retained Annuity Trusts (GRATs) and Intentionally Defective Grantor Trusts (IDGTs). These structures are sometimes used as part of a broader estate planning process to help address how future appreciation i...

AI dominated the headlines. Capital flowed into chips, data centers, and infrastructure. Boards approved major spending plans. Investors took notice. Now comes the harder question. Will the earnings follow? In this episode of Quarter Over Quarter , Tom Moran and Don Drury move beyond the buzz and walk through a framework investors often use to assess adoption—starting with utilization, not just in...

You can feel it in the questions people are asking lately. Are rate cuts coming? What does that actually change? And why do some parts of the market seem to react before it even reaches the headlines? This conversation takes a step back from predictions and zooms in on cause and effect—how policy decisions can ripple through bonds, equities, real estate, commodities, and currencies, sometimes quie...

Markets are entering a stretch where optimism feels justified, but valuations warrant careful consideration. Earnings have been strong, growth has held up, and momentum has continued to support prices, even as multiples sit above long-term averages. Historically, that combination has created opportunity, while also narrowing the margin for error. In this episode of Quarter Over Quarter, Don Drury...

At first glance, 2025 looks clean. Broad markets finished the year with solid gains and a headline return that may feel reassuring. But once you move past the surface, the year tells a more complicated story. Leadership stayed narrow, rotations arrived later than expected, and investor experiences varied widely depending on allocation. In this episode, Tom Moran, AIF®, and Don Drury review how the...

Taxes shape the way wealth grows, transfers, and is managed over time. This episode outlines planning concepts that may help individuals make more informed decisions from early career through retirement, including how different account types, charitable strategies, and portfolio management approaches can affect after-tax outcomes. Key topics: How tax planning considerations can shift across differ...

Inflation has returned to center stage, influencing interest rates and long-term portfolio design. In this conversation, Don Drury and Tom Moran, AIF®, sit down with Charlie Chesebrough, CFA, Moran Wealth’s Managing Director, to discuss how inflation has evolved over the past four decades and why it may feel different today. They cover the Federal Reserve’s 2% target, renewed concerns about stagfl...

The right financial team can help make decisions clearer and make every plan more intentional. In this conversation, Tom Moran, AIF®, and Don Drury talk with Corey Grant, CFP®, ChFC®, about what helps define a strong advisory relationship. They reflect on how clients’ needs have evolved, why collaboration across generations matters, and how thoughtful planning benefits from understanding the full...

Philanthropy carries weight when it’s tied to something personal. It’s not just a financial decision but a way to pass on values, create connection, and shape a story that continues beyond your lifetime. In this episode of Quarter Over Quarter, Tom Moran, AIF, and Don Drury sit down with Michael Mongin, CPWA®, to talk about what it really takes to give with intention. They walk through the differe...

Social Security may sound straightforward, but when it comes time to claim, the math, the timing, and the tax impact can get surprisingly complex. In this episode, Tom Moran and Don Drury sit down with Aaron Simpson, CFP®, CLU®, ChFC®, RICP®, to unpack how Social Security fits into a retirement plan, why timing your claim can make a six-figure difference, and how to align benefits with your broade...