Quarter Over Quarter
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!
Quarter Over Quarter
Latest Episodes
25. Nine Wealth Strategies That Matter More Than Ever
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...
24. The ETF Tradeoff: What High Net Worth Investors See Differently
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, additiona...
23. Is a Family Office Right For You?
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, ...
22. Beyond the Balance Sheet: Collectibles with Jarred Kaplan
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, f...