40% of our happiness comes down to the choices we make. In this episode of Simply Why, Dennis Morton and Katie Brown engage in a meaningful conversation about the age-old debate of whether money can truly buy happiness. They provide a fresh perspective on the relationship between money and happiness, drawing insights from positive psychology […]
If you’re feeling frustrated with the constantly changing predictions about interest rates and the economy, and all the uncertainty around your investment strategies, then you are not alone! You might be trying to keep up with the latest economic indicators and interest rate forecasts, only to find yourself second-guessing your decisions. By staying informed about […]
If you’re feeling frustrated with the unpredictability of the stock market and unsure about the impact of potential interest rate cuts, then you are not alone! It’s like trying to predict the outcome of the NCAA national championship with constantly changing rules and players. In this episode: Engage with the March Madness excitement as the […]
Does watching NCAA basketball and rooting for the underdogs sound familiar? Have you ever been told that picking underdog stocks is the way to achieve financial success, only to end up feeling the pain of disappointment? If you’ve ever experienced the thrill of rooting for the unexpected in sports, only to be let down, you […]
What’s the key to long-term investing success? Good habits. Dennis and Katie agree the key to success isn’t just about the balance of stocks and bonds but your ability to stick with your investment strategy. The episode underscores the valuable impact of financial advisors in providing behavioral coaching, with a reference to the Vanguard Advisor […]
According to Fidelity’s annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don’t have a problem with the number, but rather the definition of what Americans constitute as a “financial plan”. They share how they help families who have deferred proper […]
Teams are signing players like Shohei Ohtani to long-term contracts nearing the $1B mark. But what’s the impact of these mind-boggling deals? And how does it tie into investing strategies? Stay tuned to uncover the surprising correlation between sports contracts and market dynamics and why it matters. In this episode: Explore the latest trends in […]
A stubborn ego can cloud one’s judgment, leading to short-sighted investment decisions. This is significantly pronounced in recent market phenomena, like the cryptocurrency and NFT trends, where inflated egos led to the creation of economic bubbles that ultimately burst, causing in some cases, severe financial damage. Dennis and Katie share the importance of recognizing ego […]
Dive into this captivating conversation where Dennis and Katie reveal the simple three-word strategy that has helped drive their business growth for the past five years. Learn how you can use this simple exercise to integrate your core values into daily decision-making for a purpose-driven and meaningful life. Essentially boiling down to three words that […]
Does it sound familiar to assume everything will go as planned, only to find yourself in a risky situation without a safety net? The pain of not preparing for potential risks can lead to devastating outcomes, leaving you feeling unprepared and vulnerable. In this episode: Examine how Chiefs overtime scenario preparation fueled the big win. […]