Tips for Planning Your Holiday Budget
Welcome to TradeWinds Money Courage, your go-to source for navigating the brave new world of finance. Think your friends, family or colleagues would like Money Courage? Go ahead and pass it on. They can subscribe here.As we turn the page to November, the excitement of...
Stay Alert: Key Fraud and Data Security Watchouts for 2024
About 1 billion people were affected by a data breach in the first half of 2024. Crowdstrike and the Social Security number breach were the most mainstream, but over 1,500+ breaches occurred during the first six months of the year. In an increasingly digital world,...
“Not your normal” mid year market update from TradeWinds
We're excited to share that our "Not Your Normal" Mid-Year Market Update video is now available for you to watch. In this update, we’ve covered a range of unique and timely topics that we believe will provide you with valuable insights for the remainder of the year:...
Introducing Jeb Bowie, Our Newest Paraplanner at TradeWinds!
We're thrilled to welcome Jeb Bowie to the TradeWinds team, joining us on June 3rd in the role of Paraplanner. Jeb brings with him a wealth of experience and a genuine passion for financial planning. In his role, Jeb will be working closely with our Financial...
Miller Hoffman gets nominated for Investment News NextGen Advisor of the Year
We're thrilled to announce that Miller Hoffman, MS, CFP® has been shortlisted for the InvestmentNews NextGen Advisor of the Year Award! 🌟 This nomination is a testament to Miller's unwavering dedication to our clients and his impactful contributions to the community....
TradeWinds Welcomes New Advisor Todd Shand to Expand Presence in North Carolina’s Triangle Region and Enhance Client Services
Raleigh, NC – TradeWinds, a premier Registered Investment Advisor (RIA) based in Raleigh, is excited to announce that Todd W. Shand, CFP®, a renowned Managing Director and Certified Financial Planner, has joined their team. With over 25 years of finance experience,...
Digital Access Webinar
Miller will guide you through a detailed exploration of our services, including how to receive account updates, find tax forms, assess performance, and much more. Connect with Miller to enhance your experience with TradeWinds' online tools!
Election Anticipation Webinar: Preparing Your Investments (And Yourself!) for November
Our VP of Client Experience Miller Hoffman, will delve into insights and historical data about the upcoming election and how it relates to your finances. Miller will cover the following topics: -Review how markets have behaved in the past during election years-Learn...
Raleigh investment firm trades tradition for traction
Raleigh, N.C. – (Oct. 12, 2023) – Tradition is a hallmark of banking, investing and finance institutions, but not for Raleigh investment firm TradeWinds. Tradition has no place in a company bent on shaking up the system and blazing its own trail. Breaking these norms...
TradeWinds’ US government shutdown call
TradeWinds promotes four in expectation of expansion
Raleigh, N.C. – (Sept. 5, 2023) – Raleigh investment firm TradeWinds today announced the promotions of four team members who will build the organization for sustained, multi-market growth. TradeWinds, created to break away from financial advisory norms, plans to...
What’s your money mindset?
Crack open any finance textbook and you’ll find theories based on a common assumption: that the investor is making decisions based on rational logic. Ha! Out in the real world, when theory is put to practice, we quickly learn the truth – No investor or advisor is...
