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...
Hear Tim Whitney on the BIZ/DEV podcast
Balancing your Good Life portfolio
What is the definition of financial success? Do those who die with the most money win? To us, maximizing net worth is only part of the puzzle. Just as important (if not more so?) as optimizing your life for net fulfillment. This mindset might seem to fly in the face...
How AI can make us smarter
Artificial Intelligence is a hot topic right now. Turn on the news or scroll through LinkedIn and you’re bound to hear how advances in AI technologies are set to revolutionize every industry (and eventually mankind!) AI-powered text tool ChatGPT just became the...
