Year-End Tax Strategies for 2024: Maximize Your Tax Savings While Avoiding Penalties
As the end of the calendar year approaches, many taxpayers have begun proactive planning measures in an effort to save money and avoid penalties.
Implications of the Supreme Court Ruling in Connelly v. US for Business Owners
The Supreme Court’s Connelly v. United States ruling is reshaping how life insurance proceeds factor into business valuations for estate tax purposes.
Long Term Care Planning Options: Why They’re Important and How They’ve Changed
October marks Long-Term Care Planning Awareness Month, encouraging Americans to understand available options that could impact their future and the well-being of loved ones.
How to Protect Yourself from AI – Voice Deepfake
We explore strategies to mitigate these risks, ensuring your voice and identity stay secure.
Guiding the Next Generation: Assisting Your Children in Homeownership
If you’re contemplating supporting your child in this life-changing decision, here’s a guide to your options.
How 529 Plans Can Secure Your Child’s Financial Future
Managing wealth requires planning for the next generation. The 529 plan, named for its tax-code section, remains a leading tool for college savings.
Short-Term Yields Won’t Last Forever
After years of near-zero yields, Treasuries are drawing renewed interest as fixed income markets shift, and yields reach their highest levels since 2007.
Spotlight on the 2023 Summer Interns at Moran Wealth Management®
Over eight weeks, our summer interns gained hands-on experience and competed in the exciting “Market Watch Stock Challenge,” powered by DOW Jones MarketWatch.
Moran Quarterly Economic Commentary 2023 Q2
Quarterly insights from our founder, Tom Moran.
Female Investors
Women investors have been steadily making their mark in the world of finance, demonstrating unique approaches that often lead to better investment outcomes.