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).
April is Financial Literacy Month, and at TradeWinds, we believe that understanding your money should feel more like a celebration than a chore. You know, fewer spreadsheets, more “aha” moments. Let’s face it: financial jargon can be overwhelming. But the truth is,...
Autumn is a time of harvest, filled with traditions celebrating abundance as folks reap the rewards of what’s been grown. But with many of our investments dropping in numbers vaster than the leaves falling from trees, it can be hard to feel grateful or bountiful right...
Wall Street has long been a notorious boys club, making many women feel like second class investors. But discounting the strengths of the female investor could be a costly mistake. Their attributes have a powerful impact for long term success. Women possess a number...
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, account statements, and tax forms.