To close out the Understanding AI event, Mike Manganillo, VP of Sales and Marketing at TradeWinds, gives a live demonstration of what’s possible when you put AI to work during the event itself.
In this episode of Beyond the Balance, host Mike Manganillo sits down with Matthew Snider—investor, advisor, entrepreneur, and founder of Block Three Strategy Group—to explore where traditional finance meets the rapidly evolving world of digital assets. Matthew shares his journey into Bitcoin and Web3, explains why understanding blockchain technology matters beyond the headlines, and breaks down how digital assets fit into a broader financial ecosystem. From pairing Warren Buffett’s timeless investing principles with modern crypto concepts to real-world use cases of blockchain, this conversation demystifies a complex space with clarity and balance.
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 weeks episode Miller and Mango cover the following hot topics: 💹 Let's talk about Treasury Yields 🏰 Disney continues to animate real dollars during inflation 🛍️ Buy Now, Pay Later 📺...
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.