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...
Spring cleaning for your financial wellbeing
Springtime is when we go all Marie Kondo on our homes, tidying up the messes to spark more joyful living. But when’s the last time you got your financial house in order? Spring cleaning our money matters should be right up there with cleaning out the closets –...
March Gradness Roundup: Perfecting your post college bracket
This month’s got us all thinking about college hoops and speculating how it will all play out. Fun fact: Your odds of picking a perfect March Madness bracket are 1 in 120.2 billion. And that’s if you know a thing or two about basketball. But if you’ve got a college...
Tips to make tax time (wait for it) less taxing
There are people out there who love doing their taxes. Who get joy from filling in boxes and checking things off. And for the lucky ones, there’s the thrill of seeing their refund get calculated – like watching a slot machine spin and hoping you hit the jackpot. Then...
Secure 2.0: Getting our retirement act together
There’s finally something Democrats and Republicans completely agree on: America is NOT on track for retirement. It’s a big enough issue that both sides managed to come together and do something about it. Right before the calendar flipped forward to 2023, the Securing...
Not your normal year…in review
It is that time of year again…when every magazine and media outlet does their Year in Review, recapping all the news, trends and people that were hot or not. If you are like us, you find all that fun. Less fun is the barrage of end-of-year market reports the big box...
TEDx Raleigh 2022 with Tim Whitney
Fall harvest: time to offset your gain
Autumn is a time of harvest, filled with traditions celebrating abundance as folks reap the rewards of what’s been grown. But with many of our investments dropping in numbers vaster than the leaves falling from trees, it can be hard to feel grateful or bountiful right...
