Why 2026 Earnings Feel Different — and the Risks Nobody’s Pricing In
Tom Moran, Don Drury, and Charlie Chesebrough unpack why 2026 earnings look different from prior years, whether the market’s broadening is durable, and what the national debt means for rates on Quarter Over Quarter (E028).
The Backdoor Roth: What High Earners Are Missing
According to senior advisor Aaron Simpson, too much pre-tax retirement money can create real problems down the road. He joins Dime After Dime (E20) to unpack backdoor Roth conversions, the mega backdoor Roth, and the rule that trips up most DIYers.
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 liquidity, concentration, tax-aware planning, and 2026 estate law changes in this episode 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 Fades by the Third Generation
Learn why family wealth may erode across generations and how governance, communication, education, succession planning, and shared purpose can help.
Are Collectibles a Good Investment? Risks, Costs, and Data
Luxury collectibles were roughly flat in 2025, but that headline number hides a wide spread between categories, plus costs and liquidity limits it never shows.
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 […]