-
EP25: Behavioral Finance Series – Overconfidence Bias – 8.4.23
BEHAVIORAL FINANCE SERIES: OVERCONFIDENCE 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
EP24: Behavioral Finance Series – Mental Accounting Bias – 6.28.23BEHAVIORAL FINANCE SERIES: MENTAL ACCOUNTING 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
EP23: Behavioral Finance Series – Confirmation Bias – 6.20.23BEHAVIORAL FINANCE SERIES: CONFIRMATION 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
EP22: Mutual Funds vs. Exchange Traded Funds – 12.6.22MUTUAL FUNDS VS. EXCHANGE TRADED FUNDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA
EP21: Roth Contributions for High Income Earners – 8.26.22ROTH CONTRIBUTIONS FOR HIGH INCOME EARNERS 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
EP20: Stock Market Sectors – A Guide – 8.23.22STOCK MARKET SECTORS: A GUIDE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager BWFA
EP19: Series I Savings Bonds – 8.4.22SERIES I SAVINGS BONDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP18: The BWFA Client Service Experience – 6.8.22THE BWFA CLIENT SERVICE EXPERIENCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Meghan Manas, CEPS Director of Client Services & Executive Manager, BWFA
EP17: Bear Market Perspective – 5.4.22BEAR MARKET PERSPECTIVE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager BWFA
EP16: Inflation and Low Interest Rates, May Mean Equities – 1.21.22INFLATION & LOW INTEREST RATES, MAY MEAN EQUITIES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP15: ESG & Impact Investing – 11.18.21ESG & IMPACT INVESTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP14: Free is Not Always Inexpensive – 8.4.21FREE IS NOT ALWAYS INEXPENSIVE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP13: Real Estate Investing – 7.16.21REAL ESTATE INVESTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor BWFA
EP12: Coping with Market Volatility – 7.13.21COPING WITH MARKET VOLATILITY FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP11: Happy Birthday, Dow Jones Industrial Average – 5.26.21HAPPY BIRTHDAY, DOW JONES INDUSTRIAL AVERAGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP10: Bitcoin Basics – 3.17.21BITCOIN BASICS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP9: Does Your Smartphone Make You Smarter? – 2.8.21DOES YOUR SMARTPHONE MAKE YOU SMARTER? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP8: Are You Making Good Investment Decisions? – 6.29.20ARE YOU MAKING GOOD INVESTMENT DECISIONS? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP7: Holding Too Much Cash? – 4.17.20HOLDING TOO MUCH CASH? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP6: Good News Regarding 2020 Required Minimum Distributions – 4.17.20GOOD NEWS REGARDING 2020 REQUIRED MINIMUM DISTRIBUTIONS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP5: Top 10 Things You Should Know About a Recession – 4.17.20TOP 10 THINGS YOU SHOULD KNOW ABOUT A RECESSION FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP4: Top 10 Things to Know About the CARES Act – 4.06.20TOP 10 THINGS TO KNOW ABOUT THE CARES ACT FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP3: Should I Invest in the Stock Market Now? – 3.26.20SHOULD I INVEST IN THE STOCK MARKET NOW? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP2: The Power of Perseverance – 3.26.20THE POWER OF PERSEVERANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
EP1: Understanding Market Volatility – 3.26.205 THINGS YOU NEED TO KNOW ABOUT A VOLATILE STOCK MARKET FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager BWFA
- Newer Podcasts
- 1
- 2
- 3
WELCOME TO BWFA’S PODCAST Library
Welcome to BWFA’s Podcast Library – HEALTHY, WEALTHY & WISE!
Our podcasts are cataloged and available for playback. We cover everything from finance, investments, retirement and taxes to wellness, health, and mindfulness. Submit your questions for future podcast episodes here.
The podcasts featured on this landing page are our most recent episodes.
Click the buttons below to view the entire libraries for each category.