Tips for Planning Your Holiday Budget

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

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

“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!

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...

Digital Access Webinar

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!

Raleigh investment firm trades tradition for traction

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 promotes four in expectation of expansion

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?

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...