Episodios

  • EP46: Behavioral Finance Series: Ambiguity Aversion Bias – 7.18.24

    EP46: Behavioral Finance Series: Ambiguity Aversion Bias – 7.18.24
    Jul 18 2024
    BEHAVIORAL FINANCE SERIES: AMBIGUITY AVERSION BIAS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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    6 m
  • EP45: Behavioral Finance Series – Representative Bias – 7.11.24

    EP45: Behavioral Finance Series – Representative Bias – 7.11.24
    Jul 11 2024
    BEHAVIORAL FINANCE SERIES: REPRESENTATIVE BIAS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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    7 m
  • EP44: Behavioral Finance Series – Regret Aversion Bias – 6.27.24

    EP44: Behavioral Finance Series – Regret Aversion Bias – 6.27.24
    Jun 27 2024
    BEHAVIORAL FINANCE SERIES: REGRET AVERSION BIAS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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    5 m
  • EP43: Behavioral Finance Series – Recency Bias – 6.20.24

    EP43: Behavioral Finance Series – Recency Bias – 6.20.24
    Jun 20 2024
    BEHAVIORAL FINANCE SERIES: RECENCY BIAS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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    7 m
  • EP42: Behavioral Finance Series – Illusion of Control Bias – 6.13.24

    EP42: Behavioral Finance Series – Illusion of Control Bias – 6.13.24
    Jun 13 2024
    BEHAVIORAL FINANCE SERIES: ILLUSION OF CONTROL BIAS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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    8 m
  • EP41: Behavioral Finance Series – Framing Bias – 6.6.24

    EP41: Behavioral Finance Series – Framing Bias – 6.6.24
    Jun 6 2024
    BEHAVIORAL FINANCE SERIES: FRAMING BIAS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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    5 m
  • EP40: Behavioral Finance Series – Conservatism Bias – 5.30.24

    EP40: Behavioral Finance Series – Conservatism Bias – 5.30.24
    May 30 2024
    BEHAVIORAL FINANCE SERIES: CONSERVATISM BIAS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Joseph DePatie | CFA, CFP®, CDFA® Associate Financial Planner, BWFA
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    7 m
  • EP41: Tax Myths Series – Part 10 – 5.23.24

    EP41: Tax Myths Series – Part 10 – 5.23.24
    May 23 2024
    FINAL EPISODE IN OUR 10-PART SERIES TAX MYTHS SERIES - PART 10 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
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    11 m