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Decoding Statements
Manage episode 505356372 series 3486023
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When new families bring in their investment statements, Dennis Morton and Katie Brown often see the same thing: complexity that doesn’t serve the client. In this episode, they pull back the curtain on why portfolios so often include dozens of overlapping funds, how fees can feel stuck in 2006, and why simplicity paired with planning is far more valuable than a confusing stack of statements.
“If you suspect your investments are more complicated than they need to be, you’re probably right.” – Dennis Morton
Key Moments
00:02:45 – Statement sprawl
00:04:17 – NVIDIA everywhere: the hidden overlap
00:07:08 – Added complexity = STRESS
00:11:28 – How technology can help
00:12:53 – It's all “Window Dressing”
00:16:45 – Providing reassurance
00:17:49 – Signs you may not have the right advisor
Links & Resources
- Looking for guidance in your financial journey? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5
- Listen on your favorite podcast app: https://simply-why.captivate.fm/listen
Connect with Katie & Dennis:
- Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
- Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
- Subscribe for more: https://www.mortonbrownfw.com/subscribe/
- Give feedback: [email protected]
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
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