Quarter Over Quarter

Moran Wealth Management®
  • 5.0 (3)
  • INVESTING

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! 

Episodes

  1. JAN 29

    12. Can the Market Rally Continue Despite High Valuations?

    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 and Tom Moran, AIF®, discuss how markets have tended to behave in periods when expectations are already high. They examine factors that have historically supported returns, where pressure points have emerged, and why rotation and diversification often become more important as leadership broadens beyond a narrow group of stocks. Historically, elevated valuations alone have not ended market cycles, but they have often increased the importance of discipline, balance, and patience. Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    28 min

  2. JAN 6

    11. Looking Back at 2025: Lessons Learned and How 2026 Is Shaping Up

    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 fourth quarter wrapped up, discuss why profit-taking emerged when it did, and explore how themes like AI, small caps, international markets, and natural resources contributed to results beneath the index level. They also share the indicators they’re monitoring as 2026 begins including inflation trends, employment data, interest rates and discuss where diversification may become more relevant. The conversation closes with a practical look ahead: what developments could shift the outlook, which areas they believe warrant closer evaluation based on current pricing and fundamentals, and why maintaining a balanced, disciplined process can be especially important as market conditions evolve. Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. The Wall Street Journal & Barron’s is an independent publication and is not affiliated with or endorsed by the podcast or its host. No compensation was provided for this reference. Any mention of third-party publications is for informational purposes only and should not be construed as an endorsement or a guarantee of results. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    32 min

  3. JAN 1

    10. Thinking About Taxes at Different Life Stages

    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 different life stagesWhen Roth contributions, backdoor Roths, and Roth conversions may be worth evaluatingCharitable strategies, including donor-advised funds, that may help manage taxable incomeManaging capital gains, tax-loss harvesting, and timing decisionsRMDs, inheritance rules, and considerations for beneficiariesAsset-location approaches for matching investments to account types Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    32 min

  4. 12/18/2025

    9. The Modern Inflation Playbook for Long-Term Investors

    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 stagflation, and global factors that can affect inputs like energy prices and economic growth. Key topics: How inflation shifted from a background issue to a persistent challengeDifferences between inflation, stagflation, and deflationWhy the Federal Reserve targets 2%How major asset classes have historically behaved in different inflation environmentsPortfolio diversification considerations across market cyclesSubscribe and follow along! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    29 min

  5. 12/04/2025

    8. Do You Really Need a Financial Advisor?

    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 picture of a client’s life. The trio highlights how advice can work best when it’s built on transparency, shared purpose, and a team prepared for life’s turns—big and small. Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    24 min

  6. 11/20/2025

    7. Philanthropy 101: Making Your Wealth Work for Others

    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 differences between donor-advised funds, private foundations, and charitable trusts, sharing how each option can support a family’s long-term vision while still offering practical benefits.  Throughout the conversation, Michael explains how charitable planning can bring clarity to both the numbers and the meaning behind them, showing how structure and purpose can coexist when you plan thoughtfully. If you’ve ever wondered how to combine your financial goals with the causes that matter most to you, this discussion offers a clear and approachable path forward. Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    32 min

  7. 11/06/2025

    6. Getting Social Security Right: When to Claim and Why Timing Matters

    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 broader income and tax strategy. From modeling different claiming ages to coordinating with your spouse’s benefits and understanding how inflation adjustments and RMDs come into play, this conversation covers the real-world planning decisions that can help you make the most of what you’ve earned. Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    24 min

  8. 10/23/2025

    5. Are We Riding Momentum or Building a Bubble?

    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 corporate balance sheets, what indicators they watch for signs of a slowdown, and how disciplined investors evaluate opportunities and risks. Tyler offers a closer look at healthcare and energy as areas of ongoing monitoring, while Don and Tom consider how current themes echo past market cycles and what practical takeaways may apply. Rather than predictions, this episode shares how professionals at the table are thinking about the months ahead and what they’re watching, not what they expect will occur. Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    33 min

  9. 10/09/2025

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

    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 alternatives all depend on your stage of life and your comfort with risk. It’s not just about chasing returns, but about understanding how time horizon, family needs, and personal goals influence the way you invest. You’ll hear why starting early matters, how compounding builds momentum, and why it’s wise to lean on guidance when decisions get more complex. Because if investing doesn’t stay the same decade after decade, your strategy should grow as you do. Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    18 min

  10. 09/25/2025

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

    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 opportunities really are. With markets facing uncertainty, this conversation highlights how alternatives can be thoughtfully integrated into long-term portfolios. Subscribe and follow along! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    29 min

  11. 09/11/2025

    2. Florida Residency: What It Means for Retirement

    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 decisions like moving to Florida. You’ll hear how different people at the same age and with similar wealth can take entirely different approaches, why sleep is a surprisingly important indicator of risk tolerance, and what younger generations can do today to set themselves up for stronger outcomes tomorrow. Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    27 min

  12. 08/28/2025

    1. Welcome to Quarter Over Quarter!

    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 from Q2 into Q3 of 2025. From the uncertainty around tariffs and interest rates to the lasting potential of small caps and artificial intelligence, the conversation blends insight, candor, and the occasional Kentucky joke. It’s an introduction not just to market themes, but to the personalities and perspectives behind Moran Wealth’s investment philosophy. Subscribe and follow along, we're just getting started! The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com. For disclosures, visit: https://www.moranwm.com/disclosures This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.

    34 min
  • 12 Episodes

Ratings & Reviews

5
out of 5
3 Ratings

About

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! 

Information

  • Creator
    Moran Wealth Management®
  • Years Active
    2025 - 2026
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © 2026 Quarter Over Quarter
  • Show Website
    Quarter Over Quarter