Housing, career, savings, and how you talk about money with the people you love, none of these show up on a balance sheet or a portfolio statement, but they may matter more to your financial life than anything that does. In this episode, TradeWinds advisors Jeb Bowie and Miller Hoffman break down four fundamentals that are easy to get wrong even though they’re not “basic”:
This month, we’re talking to a guest who’s built not one but two businesses before turning 25 and figured out how to make them work together. Mary Esposito is the founder of Purple Pear, a crochet brand she started as a teenager, and the creator of Money with Mary, a personal finance platform built around bringing more young women into investing and money conversations.
Most parents see back-to-school season as a scramble of supply lists, new sneakers, and packed lunches. TradeWinds’ Mike Manganillo sees something else: one of the best windows all year to teach real money lessons without it ever feeling like a lecture.
This month’s theme is back to school, so we flipped the script and put a high schooler in the guest chair. Jack Adkins just wrapped up his summer internship at TradeWinds, and before that, he was figuring out money the same way most students do: mostly on his own.
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.
From Moneyball-obsessed finance student to NC State’s Assistant General Manager, Patrick Stacy’s path into college basketball is anything but traditional. In this episode of Beyond the Balance, host Ralston Turner sits down with Patrick, a 40 Under 40 honoree in college basketball, to trace the journey from building baseball models in his Loyola dorm room to running roster analytics for the Wolfpack.
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.
What does it take to walk away from a CEO title and leap into something entirely different? In this episode of Beyond the Balance, host Mike Manganillo sits down with Abha Bowers: 20-year marketing veteran, former CEO of Walk West, certified nutrition coach and personal trainer, and now Head of Strategic Partnerships at CED (Council for Entrepreneurial Development) in the Triangle.
Tim Humphrey went from 200 rejection letters and a $13.50/hr IBM co-op to Chief Analytics Officer and then walked away from it all to become a Provost at Wake Tech. In this episode, the NC State alum and 30-year tech veteran joins host Ralston Turner to talk leadership through crisis, the real relationship between data and human intuition, and what it feels like to finally trade a career for a calling.
In this episode of Beyond the Balance, host Ralston sits down with Marc Campbell, a former UNC Tar Heel and national champion, professional player overseas, longtime NBA shooting coach, and now a rising Raleigh real estate agent for a candid conversation about identity, reinvention, and the kind of balance that only shows up after you get your priorities straight.
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.
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.