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Decoding Statements

Decoding Statements

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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 MortonKey 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: info@mortonbrownfw.com


Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
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