Selling Your Business: What Buyers Really Pay For with Kevin Keuper
According to M&A advisor Kevin Keuper, only 20-30% of businesses that go to market actually sell. He joins Quarter Over Quarter (E027) to unpack what buyers actually pay for — and what separates a business that sells from one that doesn’t.
Market Shocks and Investor Mistakes: What History Teaches Us
What has stayed remarkably consistent, across decades of market history, is this: the decisions that do the most damage to a portfolio are rarely made during calm markets.
Nine Wealth Strategies That Matter More Than Ever
Tom Moran and Don Drury on S&P 500 concentration, portfolio flexibility, and tax-aware planning — watch or listen to Episode 024 of Quarter Over Quarter.
Why High Net Worth Investors Look Beyond ETFs
Tom Moran and Don Drury on S&P 500 concentration, portfolio flexibility, and tax-aware planning — watch or listen to Episode 024 of Quarter Over Quarter.
Why Family Wealth Disappears by the Third Generation — and What Actually Prevents It
90% of family wealth is gone by the third generation — and it’s rarely the market or taxes. What actually breaks wealthy families, and what prevents it.
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.”
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 picture. There’s a version of charitable giving that most people never discover. Not because it’s complicated or reserved for the ultra-wealthy — but because nobody ever sat down with them […]
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 — not because people aren’t smart, but because the inputs are far more complicated than a calculator or a quick Google search can capture. In a recent episode of Dime […]
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 Mark Hurley laid out on the latest episode of Quarter Over Quarter, Moran Wealth Management’s flagship podcast. Hurley is the CEO and founder of Digital Privacy Protection (DPP), a firm built specifically […]