Moran Monthly Digest: Apr./May 2022
We are very excited to announce that we have begun to transition the custodyof our clients’ assets to BNY Mellon | Pershing, as we move to being a Registered Investment Advisor. I’d like to take a moment to thank my team, particularly Ashley Buboltz, Ryan Frank, Angel Nurse and Corey Grant, for their acute focus […]
Moran Monthly Digest: Mar. 2022
As we approach the end of the first quarter of 2022, I think it is appropriate to briefly review the dynamics at play so far this year and our outlook for the near-to-intermediate term. There is a lot of uncertainty in the markets, and in our world, right now. Inflation and rising oil prices are […]
Moran Monthly Digest: Feb. 2022
January was a bumpy ride for investors as the market digested inflation concerns and potential actions by the Federal Reserve. In February, it appears that market volatility has moderately settled even while an interest rate hike is anticipated by late March. With the underlying U.S. Economy strong and earnings growth expected to stay on track, […]
Moran Monthly Digest: Jan. 2022
We hope that you had a very happy and healthy holiday season. We are making progress on our exciting transition to becoming a Registered Investment Advisor, using BNY Mellon | Pershing to custody our clients’ assets going forward and no longer be affiliated with Wells Fargo Advisors Financial Network. We expect this transition to start […]
Moran Monthly Digest: Nov./Dec. 2021
A very Happy Holidays to you and your family! As you know by now, we shared some exciting news on December 6th: after a thorough and rigorous vetting process, we have selected BNY Mellon | Pershing to custody our clients’ assets going forward and will no longer be affiliated with Wells Fargo Advisors Financial Network. […]
Moran Monthly Digest: Oct. 2021
We hope you are doing well. Thank you in advance for taking the time to read our updates on the market and happenings around the office. Season is going to be here before we know it, and we are excited to welcome our snowbirds back to the sunshine state. If you do not find yourself […]
Moran Monthly Digest: Sept. 2021
While the rise in COVID cases in the US is worrisome, the markets continuedto inch higher in August. In terms of inflation, the July CPI numbers, releasedmid-August, showed a 0.5% increase since June and a 5.4% increase from lastyear. Core inflation, which excludes energy and food prices, still rose by 0.4%in July and 4.3% over […]
Moran Monthly Digest: Aug. 2021
We hope that you are doing well. Please take the time to read through this month’s edition of our newsletter to keep up-to-date with our thoughts about the market and happenings around the office. The month of July kept us quite active featuring both seminars and in-office meetings with clients. Although we do not have […]
Moran Monthly Digest: Jul. 2021
I hope your summer is off to a good start and you are enjoying the much-awaited return to normalcy. Please take time to read through this month’s edition of our newsletter to keep up to date with our thoughts about the market and happenings around the office. Although season is winding down, we continue to be […]
Moran Monthly Digest: May 2021
Welcome to the first installment of our monthly newsletter, Moran Monthly Digest. Our team is very excited to launch this new publication, and we hope it will keep you abreast of happenings around the practice. In each newsletter you will find commentary and news from our team, as well as a calendar of upcoming events. […]