fbpx

Investment Management

  • EP39: S&P 500 – What Does a Positive Return in January Tell Us? – 2.22.24

    S&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 – 12.22.23

    INVESTING 301 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP37: Investing 201 – 12.22.23

    INVESTING 201 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP36: Investing 101 – 12.22.23

    INVESTING 101 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart, CFP®, CEPS Senior Financial Planner, BWFA

  • EP35: 2023 Market Recap – Prepare for 2024 – 12.6.23

    2023 MARKET RECAP – PREPARE FOR 2024 FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP34: Behavioral Finance Series: Availability Bias – 10.27.23

    BEHAVIORAL FINANCE SERIES: AVAILABILITY 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

  • EP33: Behavioral Finance Series: Hindsight Bias – 10.18.23

    BEHAVIORAL FINANCE SERIES: HINDSIGHT 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

  • EP32: Cash on Sidelines – 10.5.23

    CASH ON SIDELINES FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP31: When Is a Dime Worth Over $13,000? – 9.8.23

    WHEN IS A DIME WORTH OVER $13,000? FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor, CEPS Managing Director, Wealth Management & Executive Manager  BWFA

  • EP30: Behavioral Finance Series: Endowment Bias – 9.7.23

    BEHAVIORAL FINANCE SERIES: ENDOWMENT 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

  • EP29: Behavioral Finance Series: Self Control Bias – 8.30.23

    BEHAVIORAL FINANCE SERIES: SELF 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

  • EP28: Behavioral Finance Series – Loss Aversion Bias – 8.22.23

    BEHAVIORAL FINANCE SERIES: LOSS 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

  • EP27: Behavioral Finance Series – Status Quo Bias – 8.16.23

    BEHAVIORAL FINANCE SERIES: STATUS QUO 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

  • EP26: ETFs vs. Mutual Funds – 8.10.23

    ETFs VS. MUTUAL FUNDS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax & Planning Advisor, BWFA and special guest Kwanza Ellis, CRPC®, CEPS Senior Client Associate, BWFA  

  • 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 – 6.28.23

    BEHAVIORAL 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 – 6.20.23

    BEHAVIORAL 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 – 12.6.22

    MUTUAL 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 – 8.26.22

    ROTH 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 – 8.23.22

    STOCK 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 – 8.4.22

    SERIES 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 – 6.8.22

    THE 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 – 5.4.22

    BEAR 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 – 1.21.22

    INFLATION & 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 – 11.18.21

    ESG & IMPACT INVESTING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP14: Free is Not Always Inexpensive – 8.4.21

    FREE IS NOT ALWAYS INEXPENSIVE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP13: Real Estate Investing – 7.16.21

    REAL 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 – 7.13.21

    COPING 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 – 5.26.21

    HAPPY BIRTHDAY, DOW JONES INDUSTRIAL AVERAGE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP10: Bitcoin Basics – 3.17.21

    BITCOIN BASICS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP9: Does Your Smartphone Make You Smarter? – 2.8.21

    DOES 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? – 6.29.20

    ARE 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? – 4.17.20

    HOLDING 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 – 4.17.20

    GOOD 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 – 4.17.20

    TOP 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 – 4.06.20

    TOP 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? – 3.26.20

    SHOULD 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 – 3.26.20

    THE POWER OF PERSEVERANCE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor Managing Director, Wealth Management & Executive Manager  BWFA

  • EP1: Understanding Market Volatility – 3.26.20

    5 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