Kathy Moran Wealth Group

10/31/2026

Happy Halloween! We hope your day is filled with sweet memories, festive fun, and a little bit of Halloween magic.

10/27/2026

While AI can be a valuable tool for improving efficiency, it's important to use it safely. Here is a short checklist for using generative AI at work while protecting sensitive information.

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10/22/2026

Even if you're diligent about protecting your passwords, personal information, and online privacy, identity theft can still happen. Learn how a credit freeze can help protect your finances if your information falls into the wrong hands.

raymondjames.com

10/20/2026

Artificial intelligence is creating new and increasingly complex cybersecurity challenges. It may also hold the solution. Learn more here.

raymondjames.com

10/16/2026

Wishing Kathy Moran a happy National Boss’s Day!

Kathy, thank you for your dedication, mentorship, and unwavering commitment to both our team and the clients we serve. Your leadership creates an environment where people feel supported, valued, and empowered to succeed, while encouraging everyone to have a little fun along the way.

Great leaders do more than guide a team; they inspire confidence, encourage growth, and lead by example. We are grateful for all you do and proud to be part of the team you lead!

10/15/2026

Kathy Moran Wealth Group was proud to serve as the Premier Sponsor of the Community Luncheon celebrating the inauguration of Rev. Dr. Shannon W. Dycus as Eastern Mennonite University's 10th president. As President Dycus begins this new chapter, we are honored to support this special occasion and the bright future of Eastern Mennonite University.

10/08/2026

We were recently delighted to receive heartfelt thank-you cards from students at Pleasant Valley Elementary School through our support of DonorsChoose. Thanks to this project, students were able to take home brand-new, high-interest books to enjoy over the summer.

As their teacher shared, "For many of our children, these books are more than just a gift. They are an opportunity to build a love of reading in homes where books are limited and visits to the public library are not always possible."

We are honored to play a small role in fostering a lifelong love of reading and grateful for the opportunity to support local educators and students. Learn how you can make an impact in classrooms, too, at DonorsChoose.org.

10/06/2026

October is Cybersecurity Awareness Month
In today's digital world, protecting your personal and financial information is more important than ever. Throughout October, we'll be sharing articles and resources focused on cybersecurity education to help you stay informed and safeguard what matters most.

5 Key Cybersecurity Tips to Keep in Mind:
✅Use strong, unique passwords for all important accounts.
✅Enable multi-factor authentication whenever possible.
✅Be cautious of unexpected emails, text messages, and links.
✅Keep your devices and software up to date.
✅Regularly monitor your financial accounts for suspicious activity.

Stay tuned throughout the month as we share practical tips and resources to help you protect yourself online.

09/22/2026

The arrival of autumn reminds us that meaningful progress often happens over time. Just as the seasons change gradually, building a strong financial future is a journey shaped by patience, preparation, and consistent effort.
As we welcome a new season, we wish you a wonderful fall!

09/16/2026

Preparing for the unexpected can bring peace of mind to both you and the people who matter most. Discover how thoughtful discussions and thorough documentation can help reduce uncertainty for your loved ones in the future.

raymondjames.com