Hosted by Moran Wealth Management® · 🇺🇸 US · EN-US · 22 episodes
Established thought leaders with verified media credentials.
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!
Moran Wealth Management® hosts Quarter Over Quarter, a business show with 22 episodes published.
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 e
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
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
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
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 wha
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 discussi
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 inv
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 (G
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 episo
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 t
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
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
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 di
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 Dire
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 adv
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
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
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
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 t
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
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Quarter Over Quarter is hosted by Moran Wealth Management®. The show is categorised under business (investing) and has published 22 episodes.
Quarter Over Quarter has published 22 episodes.
Quarter Over Quarter regularly covers business, investing. It sits in the business category, with a investing focus.
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