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:
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.







