Perspectives Based on Knowledge

Guidance Forged by Experience

Are Collectibles a Good Investment? What the Numbers Actually Say

Luxury collectibles barely moved in 2025 — but the headline hides everything. What watches, wine, and diamonds reveal about “investments of passion.”

The State Tax War on Wealth: What’s Happening and What It Means for You

Ten states are now pursuing wealth taxes, millionaire surtaxes, or exit-style residency traps. Here's a clear breakdown of who's doing what — and what it

How Much Money Do You Need for a Family Office?

How much do you really need to justify a family office? We break down the true annual cost, the $100M rule of thumb, and a

Why Most Family Businesses Don’t Survive the Next Generation — and It’s Not the Tax Bill

Fewer than 1 in 7 family businesses reach a third generation. With the estate tax exemption now permanent, the real threat to succession isn't taxes.

Is Your Charitable Giving Working as Hard as You Are?

Most people give generously. Far fewer give strategically. The difference can be substantial — for the causes you care about and for your own financial

What Is Your Financial Freedom Number — And Are You Sure You Know It?

Most people approaching retirement have a rough figure in their head. A number that feels like “enough.” The problem? That number is almost always wrong

Moran Wealth Management Named to Best Place to Work for Career Growth in 2026

Moran Wealth Management® has been recognized as a Best Place to Work for Career Growth, highlighting its commitment to developing employees and fostering long-term career

Is Your Wealth Actually Protected? What High-Net-Worth Families Need to Know About Cybersecurity

Cybercrime is now a $10.5 trillion-a-year industry, per Cyber Security Ventures. And if you have money, you have a target on your back. That’s not a scare tactic — it’s the reality

Insights That Drive Better Decisions

Stay ahead with expert perspectives on markets, risk, and opportunity, grounded in a disciplined approach to long-term wealth management.