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 Moments00:02:45 – Statement sprawl 00:04:17 – NVIDIA everywhere: the hidden overlap00:07:08 – Added complexity = STRESS00:11:28 – How technology can help00:12:53 – It's all “Window Dressing” 00:16:45 – Providing reassurance00:17:49 – Signs you may not have the right advisorLinks & ResourcesLooking for guidance in your financial journey? Schedule a free consultation today: https://calendly.com/d/5gf-ryf-vq5Listen on your favorite podcast app: https://simply-why.captivate.fm/listenConnect 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] Disclosures: https://www.mortonbrownfw.com/important-disclosures/

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