Miller Hoffman, CFP®, EA, Author at TradeWinds

Pocket-sized Advice: Market Timing Explained: Why Staying Invested Matters More Than Perfect Timing

Jan 28, 2026

Trying to time the market can feel tempting—but it’s one of the most common mistakes investors make. In this Pocket-Sized Advice video, Miller Hoffman from TradeWinds breaks down why market timing is so difficult, how emotional decision-making can hurt long-term returns, and why a disciplined, consistent investment strategy often leads to better outcomes over time. Whether markets are up, down, or unpredictable, this quick insight helps investors focus on what they can control—strategy, consistency, and long-term perspective.

2025 TradeWinds’ End-of-Year Market Video

Dec 29, 2025

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.

Beyond the Balance: A Tech Veteran on Work, Family & Balance

Dec 17, 2025

What does “balance” really look like over the course of a long career? In this episode of Beyond the Balance, host Miller sits down with Bruce Groce, a recently retired tech leader who spent 32 years at SAS, rising through the ranks while navigating the realities of work, family, leadership, and personal fulfillment.

Beyond the Balance: A Conversation on Lending and Life

Dec 12, 2025

"Beyond the Balance," featuring host Miller Hoffman and guest Gretchen Curtis from Integrated Funding, a mortgage brokerage. The discussion centers on Gretchen Curtis’s career path in the lending world, detailing her transition from large banks to the brokerage...

Pocket-sized Advice: Is Cash King?

Nov 25, 2025

Student loans don’t have to define your financial future. In this PSA, Grayson breaks down what every student and graduate should know about managing student loans—covering repayment options, budgeting tips, and strategies to take control of debt.

State of the Market: September 2025

Oct 6, 2025

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.

Pocket-sized Advice: Post Graduation Watch Outs

Aug 4, 2025

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).

Pocket-Sized Advice – Buying vs Renting a Home

Jun 11, 2025

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).

Pocket-Sized Advice – Term vs. Permanent Life Insurance Explained

May 28, 2025

In this episode of Pocket Size Advice, Miller Hoffman of TradeWinds breaks down the key differences between term life insurance and permanent life insurance, helping you better understand what might be the right fit for you and your loved ones.

Money Courage – Let’s Talk About Retirement (without the Stress)

May 27, 2025

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).

Pocket-Sized Advice – What Is the Market?

May 8, 2025

VP of Client Experience Miller Hoffman, MS, CFP®, EA breaks it down in the most TradeWinds way possible—by comparing it to something we all know: a farmers market.

🍅 Spoiler: the financial market and the farmers market both come with price tags, supply and demand, and… questionable tomato pricing.

Holistiplan Webinar

May 7, 2025

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.