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EP60: Volatility vs. Risk – 7.24.25
VOLATILITY VS. RISK FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: Volatility and risk are not the same, and misunderstanding the difference can derail your investment strategy. In this… Read More
EP59:Thinking About Buying Gold? – 6.12.25THINKING ABOUT BUYING GOLD? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA’s Sandy Hornor revisits the topic of investing… Read More
EP58: Taking Cash Out of Your Retirement Account? – 6.5.25TAKING CASH OUT OF YOUR RETIREMENT ACCOUNT? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA Episode Details: In this episode of Healthy, Wealthy & Wise, BWFA’s Managing Director of Wealth… Read More
EP57: How NOT to Research Stocks – 5.22.25HOW NOT TO RESEARCH STOCKS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP55: Do You Believe in the Santa Claus Rally? – 12.19.24DO YOU BELIEVE IN THE SANTA CLAUS RALLY? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP56: Should I Invest in Real Estate? – 12.18.24SHOULD I INVEST IN REAL ESTATE? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP54: Is Your Retirement Account Invested in Cash? – 11.28.24IS YOUR RETIREMENT ACCOUNT INVESTED IN CASH? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP53: Post Election Observations– 11.14.24POST ELECTION OBSERVATIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP52: Gold: Does It Glitter? – 11.07.24GOLD: DOES IT GLITTER? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP51: Behavioral Finance Series: Bandwagon Effect – 10.17.24BEHAVIORAL FINANCE SERIES: BANDWAGON EFFECT 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,… Read More
EP50: Behavioral Finance Series: Naïve Diversification – 10.10.24BEHAVIORAL 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 Financial Planner, BWFA Joseph DePatie | CFA,… Read More
EP49: Behavioral Finance Series: Gambler’s Fallacy – 10.3.24BEHAVIORAL FINANCE SERIES: GAMBLER’S FALLACY 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,… Read More
EP48: Behavioral Finance Series: Paradox of Choice Effect – 9.26.24BEHAVIORAL FINANCE SERIES: PARADOX OF CHOICE EFFECT 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… Read More
EP46: I Bonds – 9.19.24I BONDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guests Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tyler Cunningham | CFP®, CEPS… Read More
EP46: Behavioral Finance Series: Ambiguity Aversion Bias – 7.18.24BEHAVIORAL 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 |… Read More
EP45: Behavioral Finance Series – Representative Bias – 7.11.24BEHAVIORAL 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,… Read More
EP44: Behavioral Finance Series – Regret Aversion Bias – 6.27.24BEHAVIORAL 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 |… Read More
EP43: Behavioral Finance Series – Recency Bias – 6.20.24BEHAVIORAL 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,… Read More
EP42: Behavioral Finance Series – Illusion of Control Bias – 6.13.24BEHAVIORAL 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… Read More
EP41: Behavioral Finance Series – Framing Bias – 6.6.24BEHAVIORAL 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,… Read More
EP40: Behavioral Finance Series – Conservatism Bias – 5.30.24BEHAVIORAL 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,… Read More
EP39: S&P 500 – What Does a Positive Return in January Tell Us? – 2.22.24S&P 500 – WHAT DOES A POSITIVE RETURN IN JANUARY TELL US? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA
EP38: Investing 301 – 12.22.23INVESTING 301 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP37: Investing 201 – 12.22.23INVESTING 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
EP36: Investing 101 – 12.22.23INVESTING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA
WELCOME TO BWFA’S PODCAST Library
Welcome to BWFA’s Podcast Library – HEALTHY, WEALTHY & WISE!
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