February isn’t just about Valentine’s Day, it’s a reminder that the relationships in our lives are deeply connected to how we think about, use, and talk about money. The best financial plans aren’t just about numbers, they’re about alignment, trust, and shared vision. And February is the perfect time to strengthen those connections.
Tim shares his path from junior advisor working under his father and mentor to founder of his own firm, the slow burn of frustrations that led him to leave a major wirehouse, the risk he and his wife Kate took on together, and the “build the plane as you’re flying it” mentality that got TradeWinds off the ground.
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.
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.
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 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).
This month’s got us all thinking about college hoops and speculating how it will all play out. Fun fact: Your odds of picking a perfect March Madness bracket are 1 in 120.2 billion. And that’s if...
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.