Tim Whitney, CFP®
Pocket-sized Advice: Harvesting Capital Losses

Pocket-sized Advice: Harvesting Capital Losses

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.

TradeWinds 2025 Mid-Year Market Update

TradeWinds 2025 Mid-Year Market Update

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: Cryptocurrency

Pocket-sized Advice: Cryptocurrency

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).

Tim Whitney: A CEO’s Vision for Building a Firm That Lasts

Tim Whitney: A CEO’s Vision for Building a Firm That Lasts

What does it take to build a financial firm that not only thrives today but stands the test of time? In this episode of Synergize, Tim Whitney shares his insights as a CEO navigating the evolving financial landscape. From embracing innovation to fostering a strong...

Launching an RIA: A Professional Move with Deep Personal Roots

Launching an RIA: A Professional Move with Deep Personal Roots

Starting a Registered Investment Advisory (RIA) firm isn’t just about business—it’s a deeply personal journey. Beyond the numbers and compliance checklists, advisors take this leap to align their professional expertise with their core values, independence, and vision...

TradeWinds’ US government shutdown call

TradeWinds’ US government shutdown call

We're thrilled to announce that Miller Hoffman, MS, CFP® has been shortlisted for the InvestmentNews NextGen Advisor of the Year Award! 🌟 This nomination is a testament to Miller's unwavering dedication to our clients and his impactful contributions to the community....

Money Courage – Balancing your Good Life portfolio

Money Courage – Balancing your Good Life portfolio

What is the definition of financial success? Do those who die with the most money win? To us, maximizing net worth is only part of the puzzle. Just as important (if not more so?) as optimizing your life for net fulfillment. This mindset might seem to fly in the face...

Money Courage – How AI can make us smarter

Money Courage – How AI can make us smarter

Artificial Intelligence is a hot topic right now. Turn on the news or scroll through LinkedIn and you’re bound to hear how advances in AI technologies are set to revolutionize every industry (and eventually mankind!) AI-powered text tool ChatGPT just became the...

Not your normal year…in review

Not your normal year…in review

It is that time of year again…when every magazine and media outlet does their Year in Review, recapping all the news, trends and people that were hot or not. If you are like us, you find all that fun. Less fun is the barrage of end-of-year market reports the big box...