Baltimore Washington Financial Advisors Podcasts

Baltimore Washington Financial Advisors Podcasts


EP45: Behavioral Finance Series – Representative Bias – 7.11.24

July 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