Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


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