EP40: Behavioral Finance Series – Conservatism Bias – 5.30.24

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