May is the season of next chapters — graduations, weddings, kids heading off to college, and families navigating major transitions all at once. In this episode of Pocket-Sized Advice, TradeWinds advisor Tim Whitney shares the financial conversations every family should be having right now.
May is the season of next chapters — graduations, weddings, the school year winding down, and summer just around the corner. In this episode of Pocket-Sized Advice, Mike Manganillo shares why his family prioritizes experiences over material goods — and how a little planning makes the family trip possible every year. Mike covers three key areas to focus on as you plan your own summer chapter:
Want to build financial confidence and take control of your money? In this episode of Pocket-Sized Advice, financial expert Tracey Nobles shares the simple 30-minute monthly habit that can transform your finances no matter your age, income, or stage of life. With over 30 years of experience in the financial industry, Tracey has guided clients through every major market event: bull markets, bear markets, the dot-com boom and bust, the 2008 financial crisis, rising inflation, and global uncertainty.
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 Too often, people make financial decisions based on headlines, social media advice, or outdated beliefs.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.
March is one of the most emotional months of the year. Between March Madness and tax season, it can feel like everything is moving fast and the pressure is on. Many people avoid talking about money, not because they don’t care, but because they were never taught how. The good news? It’s never too late to learn.
In this episode of Pocket-Sized Advice, Grayson Tanner shares a simple but powerful reminder: no matter how the last chapter went, you can always turn the page. March is National Reading Month, making it the perfect time to reflect, reset, and refocus. Whether the start of your year felt off track or you’re carrying decisions you wish you could revisit, this message offers a calm, grounded perspective on moving forward.
March is one of the most emotional months of the year. Between March Madness and tax season, it can feel like everything is moving fast and the pressure is on. Former NC State basketball player, and TradeWinds Financial Advisor Ralston Turner shares a simple but powerful lesson from basketball that applies directly to your financial life.
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.
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.
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.
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.
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.
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.