Moran Wealth Management®

Quarter Over Quarter

Business EN ↓ 30 episodes

Welcome to Quarter Over Quarter , the podcast presented by Moran Wealth Management®. Each episode, your hosts, Tom Moran and Don Drury unpack timely perspectives on wealth for those focused on building, preserving, or enjoying it. Welcome to the show!

Be sure to visit the podcast's website and support the creator: quarteroverquarter.buzzsprout.com

Author

Moran Wealth Management®

Episodes

5. Are We Riding Momentum or Building a Bubble? 23.10.2025 33:16

This conversation opens with a simple question: how much of today’s market strength is grounded in reality? Don Drury and Tom Moran, AIF, welcome Tyler Hardt, CFA, Chief Portfolio Manager at Moran Wealth Management®, to examine the topic from multiple angles—from the scale of AI investment to quieter developments in sectors that have lagged. They discuss how technology spending has affected corpo...

4. Investing Across the Decades: From 20s to Retirement 09.10.2025 17:47

Your 20s may call for bold moves in equities. By your 40s and 50s, stability often takes priority with bonds, value stocks, and retirement accounts. Along the way, alternatives and college savings enter the picture. In this episode of Quarter Over Quarter, the discussion explores how portfolios naturally shift as life moves forward. The mix of growth and value, the timing of bonds, and the role of...

3. Unlocking the World of Alternatives: Private Credit & Equity Explained 25.09.2025 29:07

Alternatives are gaining attention, but they’re not always well understood. In this episode of Quarter Over Quarter, Chelsea Ganey, CFA, Chief Strategy Officer at Moran Wealth, joins the team to share her perspective on private credit and private equity. She explains how these strategies can bring stability and diversification, why manager selection is critical, and where the risks and opportuniti...

2. Florida Residency: What It Means for Retirement 11.09.2025 26:43

Retirement planning is rarely straightforward. Between rising costs of living, shifting market conditions, and the simple question of where you want to spend your later years, there are countless factors that shape the future of your finances. In this conversation, the team explores the realities behind retirement distribution strategies, the psychology of risk, and the impact of state residency d...

1. Welcome to Quarter Over Quarter! 28.08.2025 33:42

Welcome to the very first episode of Quarter Over Quarter, a new podcast by Moran Wealth Management®. Hosted by Don Drury and Tom Moran, this show brings together decades of institutional investment expertise with the human, real-world financial questions people face every day. In this inaugural episode with their guest Charles Chesebrough, the team dives into the state of the market as we move fr...