‘Tis the season for fraud. Keep your finances safe.
Before we even blow out the candles in our jack-o-lanterns, the holiday shopping season will be upon us. Online retailers aren’t the only ones getting ready for the surge in cart clicks – so are the fraudsters whose full-time job is to scam and steal from unsuspecting...
Keep Calm and Invest On.
Is there such a thing as market seasickness? That feeling of being dashed on the deck of the ship as the waves smash against you is quite real. Between political tension, bleak headlines, rising fed rates and disappointing earnings, how can we have confidence in...
Female investors are a force. What we can all learn from them.
Wall Street has long been a notorious boys club, making many women feel like second class investors. But discounting the strengths of the female investor could be a costly mistake. Their attributes have a powerful impact for long term success. Women possess a number...
Bonds, Muni Bonds. Why the sleeper investment may be making a comeback.
If crypto is like skydiving out of a plane at 10,000 feet for the first time, then municipal bonds are the everyday commute to work. Both carry risk; one is viewed as much more risky than the other. Investors haven’t found them attractive in quite some time. But right...
Do you know your real worth? We do.
There is a widely held myth that you have to be made of money to make more. It carries an elitist tone and makes us measure ourselves according to our wealth. Even as we enter a brave new world of finance, some still see the term “Wealth Management” and feel unworthy...
These Triangle bankers left Wells Fargo, Fidelity to launch crypto startups
This article was featured in the Triangle Business Journal on May 16, 2022.
Named Forbes Best in State for second year in a row
TradeWinds CEO Tim Whitney was selected to Forbes Best in State Wealth Advisors for 2022 – the second year in a row. Congratulations to Tim and his fellow awardees!
