Housing, career, savings, and how you talk about money with the people you love, none of these show up on a balance sheet or a portfolio statement, but they may matter more to your financial life than anything that does. In this episode, TradeWinds advisors Jeb Bowie and Miller Hoffman break down four fundamentals that are easy to get wrong even though they’re not “basic”:
Financial Independence Isn’t Retirement, TradeWinds Advisor Jeb Bowie Explains What It Really Means Most people hear “financial independence” and picture the same thing: retirement, quitting their job, moving to the beach. But TradeWinds advisor Jeb Bowie says that’s the wrong definition, and chasing it is one of the most common mistakes people make in personal finance. In this episode of Pocket-Sized Advice, Jeb breaks down financial independence as a threshold, not a finish line: the point where your money covers your life so every decision becomes a choice instead of a necessity.
Are common money myths quietly hurting your financial future? In this video, financial advisors Jeb and Miller break down 6 common money myths and explain what actually matters when it comes to investing, taxes, retirement planning, debt, diversification, and Social Security. Too often, people make financial decisions based on headlines, social media advice, or outdated beliefs. In this conversation, we challenge some of the most popular misconceptions and provide practical insights to help you make smarter long-term financial decisions.
Discover Your Money Personality: Saver, Spender, Avoider, or Controller | Pocket Size Advice Jeb Bowie introduces the concept of “money personality” on Pocket Size Advice, describing four common money personas: the saver, spender, avoider, and controller. He explains that none of these tendencies are inherently wrong, but issues arise when people don’t recognize their patterns and allow one persona to drive every financial decision. The episode emphasizes building a healthier relationship with money through self-awareness so viewers can create a financial plan that works for them and reflects their values. For more information, viewers are directed to tradewinds.global.
In this conversation, we reflect on the highs and lows of 2025, everything from market volatility and headline risk (tariffs, AI, and policy shifts) to the reality that “Main Street” hasn’t always felt the same optimism as “Wall Street.” Financial advisor’s Jeb Bowie and Miller Hoffman break down why reacting to scary predictions can backfire, and shares practical steps you can take heading into 2026 like building an emergency fund, understanding your cash flow, reviewing insurance coverage, and making sure your portfolio risk matches your goals.
Welcome to TradeWinds’ State of the Market webinar! In this session, our advisors take a closer look at today’s economic landscape—covering market performance, inflation trends, the Federal Reserve, the tech sector, and what all of this means for your portfolio.
In this week’s episode, Jeb Bowie breaks down one of the most powerful (and underused) tools for long-term financial planning: the Health Savings Account (HSA).
In this week’s episode, Jeb Bowie breaks down one of the most powerful (and underused) tools for long-term financial planning: the Health Savings Account (HSA).
Tax season and March Madness have one thing in common: strategy. Just like filling out a bracket, preparing for tax season requires planning, smart choices, and a little bit of foresight. Whether you’re filing early or racing against the clock, having a game plan is...
Tradition is a hallmark of banking, investing and finance institutions, but not for Raleigh investment firm TradeWinds. Tradition has no place in a company bent on shaking up the system and blazing its own trail.
Use the TradeWinds Client Portal to view your account balances, performance information, financial planning results, along with your Document Vault. You can also use our Mobile App.
Use TradePMR for activities such as money movement, performance information, account statements, and tax forms.