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 is a business podcast hosted by Moran Wealth Management®, with 26 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Moran Wealth Management® hosts Quarter Over Quarter, a business show with 26 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Quarter Over Quarter

  26. Market Shocks and Investor Mistakes: What History Teaches Us

  Aug 13, 202621 min

  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 markets have already declined. The conversation explores liquidity planning, concentration risk, diversification, market timing, international opportunities, energy and commodity investing, and why portfolio stress testing may help investors better understand the relationship between risk and long-term financial goals. Throughout the discussion, the team emphasizes the importance of maintaining discipline during uncertain markets and focusing on the elements of a financial plan that remain within an investor's control. 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.

  ListenShow Notes
• 

  Quarter Over Quarter

  25. Nine Wealth Strategies That Matter More Than Ever

  Jul 30, 202634 min

  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 environment. The discussion covers liquidity planning, sequence of returns risk, tax loss harvesting, alternative investments, international diversification, market concentration, commodity investing, Roth conversions, estate planning, and charitable giving. Rather than introducing new concepts, the episode brings these ideas together into a practical framework for navigating uncertainty while aligning investment, tax, and estate planning decisions with long term financial goals. 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.

  ListenShow Notes
• 

  Quarter Over Quarter

  24. The ETF Tradeoff: What High Net Worth Investors See Differently

  Jul 16, 202624 min

  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 factors such as concentration risk, tax loss harvesting, charitable gifting, and estate planning can influence portfolio decisions. The conversation explores how market capitalization weighted indexes have become increasingly concentrated, what that may mean for diversification, and why active management may offer additional flexibility during certain market environments. The team also examines the difference between tracking an index and tracking an investor's long term financial goals, highlighting how tax efficiency and portfolio construction can play a meaningful role in wealth management. 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 Citations 1:33 A Passive ETF is designed to track the performance of a market index rather than being actively managed https://etfgi.com/news/press-releases/2026/01/etfgi-reports-assets-global-etf-industry-hit-record-us1985-trillion 2:24 Dow Jones Indices, S&P 500 Factsheet (as of June 30, 2026) https://www.spglobal.com/spdji/en/indices/equity/sp-500/?s_id=1164751446&utm_source=chatgpt.com#overview 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.

  ListenShow Notes
• 

  Quarter Over Quarter

  23. Is a Family Office Right For You?

  Jul 2, 202632 min

  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 centralized approach to managing both financial and personal complexity. The conversation outlines what defines a family office, when it may become relevant, and how different models, including single family, multifamily, and hybrid structures, attempt to balance control, cost, and expertise. Beyond the structural considerations, the discussion turns to the less visible, but often more important elements of wealth management. Governance, education, and the articulation of family values emerge as critical components in preserving wealth across generations. While investment management, tax planning, and estate strategies form the foundation, it is often alignment around purpose and communication that determines long-term success. The episode also addresses the realities that come with scale. Costs, operational demands, and the need for specialized talent can make a fully built family office impractical for many, leading to alternative approaches that aim to deliver similar benefits with greater efficiency. Listeners will gain a clearer understanding of how to evaluate those trade-offs and where professional guidance can help bridge gaps in knowledge or execution. Whether you are evaluating the concept of a family office or simply thinking through how to better organize growing financial complexity, this conversation offers a framework for identifying what matters most and how to approach it with intention. 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.

  ListenShow Notes
• 

  Quarter Over Quarter

  22. Beyond the Balance Sheet: Collectibles with Jarred Kaplan

  Jun 18, 20261h 5m

  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 sit at the intersection of financial value and personal meaning. The conversation covers how investors might think about allocating a portion of their portfolio to passion assets, what distinguishes a strong collectible from a speculative one, and why rarity, quality, and beauty are often associated with long-term collector interest across jewelry, gemstones, and fine watches. However, collectible values can fluctuate significantly and are not guaranteed to retain or increase in value. Jarred also walks through the practical realities of collecting, from the carrying costs of insurance and maintenance to the significant premium that documented provenance can command. Tom and Don reflect on their own collecting experiences, underscoring a theme that runs throughout the episode: the most enduring value in a passion asset is often the story behind it. Whether you are beginning to explore collectibles or looking to refine an existing collection, this episode offers a general overview of factors worth considering alongside your financial, legal, and tax advisors. 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 Add on screen source citations: 00:09 Forbes, Mar. 22, 2025. Lab-grown diamonds are chemically identical to mined diamonds and may sell for approximately 10% of the price of comparable natural diamonds. 00:28 For illustrative purposes only. Lab-grown diamonds may sell at substantial discounts to comparable natural diamonds; actual prices vary and are not zero. 00:33 JCPenney announced a promotion offering a free lab-grown diamond with the purchase of select jewelry items. Offer terms, eligibility requirements, and availability varied by promotion and retailer. JCPenney Newsroom, "JCPenney Announces First-Ever Lab-Grown Diamond Collection," 2022. 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.

  ListenShow Notes

Recent guests on Quarter Over Quarter. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.