Moran Wealth Management

Moran Wealth Management Moran Wealth Management® is a full-service investment management firm.

06/02/2026

Even diligent investors can experience unexpected tax outcomes when financial advisors and CPAs are not coordinating throughout the year. Decisions such as when to realize gains, make contributions, or adjust an investment strategy may have tax implications that affect an investor’s overall financial plan, including long-term goals, cash flow needs, and retirement planning.

Working proactively with financial and tax professionals may help investors better understand how financial decisions could affect their broader plan and help reduce the likelihood of avoidable surprises at tax time.

In this episode of Dime After Dime, Michael Mongin discusses considerations for anticipating potential tax implications, coordinating investment decisions with broader financial objectives, and the role year-round tax awareness can play for individuals approaching retirement.

Listen to the full episode for a deeper discussion on tax planning considerations and financial decision-making.

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⚖️ Moran Wealth Management® does not provide tax or legal advice. Any tax or legal information provided is general in nature and should not be construed as advice. You should consult your tax and legal professionals regarding your specific situation. All investing involves risk, including the possible loss of principal. International and emerging markets investing involves additional risks, including currency fluctuations, political and regulatory risk, and differences in accounting and reporting standards. Any opinions are as of the date of the content and are subject to change without notice. https://na2.hubs.ly/H05TjpY0

Our May 2026 Monthly Digest is here — and this month’s commentary from CEO, CIO & Chairman Thomas Moran cuts right to th...
06/01/2026

Our May 2026 Monthly Digest is here — and this month’s commentary from CEO, CIO & Chairman Thomas Moran cuts right to the heart of what April’s inflation report actually means.

The short version: April’s CPI data wasn’t just uncomfortable — it was unusually broad. In a single month, headline inflation, core inflation, shelter, median CPI, and the Cleveland Fed’s trimmed-mean all pointed the wrong way at the same time. Those underlying measures are running well above the Fed’s 2% target — and they’re specifically designed to see through short-term noise like energy spikes.

At the same time, Q1 earnings season wrapped up as one of the best on record. Per Bespoke Investment Group, the EPS beat rate landed in the 94th percentile historically, and the revenue beat rate hit the 98th percentile. Guidance was constructive. The market as a whole isn’t overvalued — but the concentration at the top of the cap-weighted index is significant, and a pipeline of mega-IPOs — SpaceX, OpenAI, and others — is approaching that will ask public investors to extend those valuations further.

The discipline of selectivity matters more, not less, heading into the second half of 2026.

Read the full May Digest on our website — link below. And as always, if the current environment has raised questions for your own plan, we welcome the conversation.

https://na2.hubs.ly/H05Srvv0

05/30/2026

U.S. markets have experienced strong growth over the past decade, supported in part by large technology companies and continued innovation.
As a result, valuations in some areas of the U.S. market are higher relative to certain international markets.

International and emerging markets have historically experienced different growth patterns and may at times trade at lower valuations than U.S. equities.

These differences are one of many factors investors may consider when evaluating global diversification and portfolio allocation.

Listen to the full episode of Quarter Over Quarter to explore how these dynamics are discussed in the context of global investing and asset allocation.

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⚖️ This content is provided for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Views expressed are subject to change and may not reflect those of all investment professionals. All investments involve risk, including the potential loss of principal. Diversification and asset allocation do not guarantee profit or protect against loss. https://na2.hubs.ly/H05pHQ50

05/28/2026

Many people think of estate planning as something you either have in place or you don’t. In reality, it often develops in stages.

The first step is typically putting basic documents in place so your wishes are clear and your family has guidance if something happens.

Once that foundation exists, planning may become more intentional.

As wealth grows and goals become more defined, additional strategies may be considered to address taxes, asset ownership, and how wealth is transferred across generations.

In this episode of Quarter Over Quarter, we discuss how these layers of planning may come together and why many estate plans evolve.

Listen to the full discussion to hear more about these concepts and how they could fit into broader wealth planning conversations.

YouTube: 🔗https://na2.hubs.ly/H05pHDR0

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⚖️ This discussion is for informational purposes only and should not be considered legal or tax advice. https://na2.hubs.ly/H05pHCX0

Sometimes the biggest wealth planning decisions come down to something surprisingly simple: which asset you choose to mo...
05/27/2026

Sometimes the biggest wealth planning decisions come down to something surprisingly simple: which asset you choose to move.

When families consider strategies designed to transfer future growth to the next generation, structure can matter.

A single asset expected to grow may lead to a different outcome than bundling multiple assets together. In some cases, the goal is to isolate growth so that if an asset performs well, that upside can pass to the intended beneficiaries.

This episode of Quarter Over Quarter explores the thinking behind strategies like this and why details like asset selection may matter over time.

If you’re curious how these ideas work conceptually, tune in to the conversation:

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⚖️ This discussion is for informational purposes only and should not be considered legal or tax advice. https://na2.hubs.ly/H05pDbr0

Who we are starts with how we work together. We invite you to watch this short video, The Power of We, as Tom Moran shar...
05/26/2026

Who we are starts with how we work together.

We invite you to watch this short video, The Power of We, as Tom Moran shares simple but defining beliefs behind Moran Wealth.

Because doing great work is never about one person. It is about the strength of a team moving in the same direction, with our clients at the center of it all.

Watch the video here 🔗 https://na2.hubs.ly/H05pzKB0

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⚖️ https://na2.hubs.ly/H05pzsQ0

05/26/2026

When a country announces new tariffs, market and economic effects—if any—often depend on how other governments, companies, and consumers respond over time.

In some cases, other countries may introduce countermeasures, renegotiate trade terms, or adjust trade-related policies. Outcomes vary by country, industry, and time period, and there is no assurance that any specific response or result will occur.

Over time, trade policy changes can influence business conditions, including supply chains, input costs, pricing, and where companies choose to manufacture or operate. How companies adapt may affect profitability and investment results, but the direction and magnitude of these impacts are uncertain.

For investors, it can be helpful to consider how businesses might respond to changing trade conditions and how those developments could affect risk, volatility, and return potential across global markets.

If you’d like a deeper discussion of these themes and how trade policy uncertainty may relate to portfolio considerations, this Dime After Dime episode walks through the topic.

Tune in on your preferred platform:

YouTube: 🔗https://na2.hubs.ly/H05n0gF0

Apple: 🔗https://na2.hubs.ly/H05n1NL0

Spotify: 🔗https://na2.hubs.ly/H05n2tm0

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⚖️ Moran Wealth Management® does not provide tax or legal advice. Any tax or legal information provided is general in nature and should not be construed as advice. You should consult your tax and legal professionals regarding your specific situation. All investing involves risk, including the possible loss of principal. International and emerging markets investing involves additional risks, including currency fluctuations, political and regulatory risk, and differences in accounting and reporting standards. Any opinions are as of the date of the content and are subject to change without notice. https://na2.hubs.ly/H05n2tn0

In observance of Memorial Day, our office will be closed today. We will reopen and resume normal business hours on Tues...
05/25/2026

In observance of Memorial Day, our office will be closed today.

We will reopen and resume normal business hours on Tuesday, May 26th, 2026.

Today, we pause in gratitude to remember and honor those who gave their lives in service to our nation.

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⚖️ https://na2.hubs.ly/H05n0gw0

05/23/2026

Even diligent investors can experience unexpected tax outcomes when financial advisors and CPAs are not coordinating throughout the year. Decisions such as when to realize gains, make contributions, or adjust an investment strategy may have tax implications that affect an investor’s overall financial plan, including long-term goals, cash flow needs, and retirement planning.

Working proactively with financial and tax professionals may help investors better understand how financial decisions could affect their broader plan and help reduce the likelihood of avoidable surprises at tax time.

In this episode of Dime After Dime, Michael Mongin discusses considerations for anticipating potential tax implications, coordinating investment decisions with broader financial objectives, and the role year-round tax awareness can play for individuals approaching retirement.

Listen to the full episode for a deeper discussion on tax planning considerations and financial decision-making.

YouTube: 🔗https://na2.hubs.ly/H05n0PT0

Apple: 🔗https://na2.hubs.ly/H05m_ZX0

Spotify: 🔗https://na2.hubs.ly/H05n1Rc0

-
⚖️ Moran Wealth Management® does not provide tax or legal advice. Any tax or legal information provided is general in nature and should not be construed as advice. You should consult your tax and legal professionals regarding your specific situation. All investing involves risk, including the possible loss of principal. International and emerging markets investing involves additional risks, including currency fluctuations, political and regulatory risk, and differences in accounting and reporting standards. Any opinions are as of the date of the content and are subject to change without notice. https://na2.hubs.ly/H05n1TX0

Your financial life deserves a personalized approach — not a standard template. In our blog, The Client Experience at Mo...
05/21/2026

Your financial life deserves a personalized approach — not a standard template.

In our blog, The Client Experience at Moran Wealth, we explore what investors should really expect from a wealth management relationship, from proactive communication and personalized planning to guidance built around real life, not a standard template.

Because the right advisor relationship should offer more than investment oversight. It should bring clarity, confidence, and a plan designed around you.

Read more:

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5801 Pelican Bay Boulevard Suite 110
Naples, FL
34108

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