BEHAVIORAL FINANCE SERIES:
NAÏVE DIVERSIFICATION
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
|
Joseph DePatie | CFA, CFP®, CDFA®
|
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