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!
29. What You Keep Matters: Strategies for Smarter Tax Management
Investment returns only tell part of the story. What investors keep after taxes can have a meaningful impact on long-term wealth. In this episode of Quarter Over Quarter, Don Drury, Tom Moran, and Charlie Chesebrough discuss strategies investors can use to manage the tax impact of their portfolios, particularly after several years of strong markets have left many with significant embedded gains. The conversation explores tax loss harvesting, direct indexing, and long-short strategies designed...
24 Sept 2026
28. Beyond Big Tech: A Broader Market Takes Shape
After years of market performance dominated by a small group of mega cap technology companies, the investment landscape may be starting to change. In this episode of Quarter Over Quarter, Tom Moran and Don Drury are joined by Charlie Chesebrough to examine strong 2026 earnings growth and the expanding participation of sectors beyond technology. The conversation explores improving market breadth, opportunities in value and international stocks, and how the massive investment in AI infrastructu...
10 Sept 2026
27. Selling Your Business: What Buyers Really Pay For with Kevin Keuper
Only 20 to 30 percent of businesses that go to market ever actually sell. In this episode, Tom Moran and Don Drury sit down with Kevin Keuper, Managing Director of Legacy Capital Advisors, to unpack why so many deals fall apart and what owners can do differently. The conversation covers when to start exit planning, the real difference between an estate-planning valuation and a sale price, what makes EBITDA "high quality" versus temporary, and why a strong second-tier management team may be th...
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