Beyond the Balance

Beyond the Balance

By TradeWindsBusinessInvesting
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Beyond the Balance episodes

  • Market Mayhem: Zero Down Mortgages, Texas Stock Exchange, NYSE Glitches, Blockbusters, and Stock Ownership Explained

    In this weeks episode Miller and Mango cover the following hot topics:


    1. 📉 The Big Short is Back! Are zero down mortgages making a comeback?
    2. 🔧 NYSE glitches cause chaos. Are clients protected by glitches?
    3. 🌟 Is everything bigger in Texas? The soon to be established Texas Stock Exchange hopes it is.
    4. 🎬 The history of summer blockbuster movies
    5. 📚 Explain it to me like a fourth grader: What does owning a stock share really mean?

      6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

      This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 



      17 min
    6. Sun's out, Stocks up

      In this weeks episode Miller and Mango cover the following hot topics:

      1. 🎯 Target is lowering prices on 5K of their frequently bought items.
      2. 📈 Dow closes at record high 40K.
      3. 👵 More Americans are turning 65 this year than ever before.
      4. 🌞 Memorial Day Weekend = Unofficial start of summer
      5. 🧑‍🎓 Explain it to me like a fourth grader: What is a credit score?

        6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

        This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 


        13 min
      6. The Roast of Peloton’s stock price presented by Meme Stocks

        In this weeks episode Miller and Mango cover the following hot topics:

        1. 🤔 Three things investors probably don’t know, but should
        2. 🚴 What happened to Peloton?
        3. 💸 Americans can’t stop "spaving"
        4. 📺 The future of Netflix live after the Tom Brady Roast
        5. 👦🏽 Explain it to me like a 4th grader: Meme Stocks

          6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

          This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 

          17 min
        6. The Swiftonomics and Tesla Department Episode

          In this weeks episode Miller and Mango cover the following hot topics:

          1. 💪 The strength of the US dollar
          2. 📉 Tesla shares are tumbling
          3. 📚 Financial Literacy Month
          4. 🎤 Swiftonomics: The Economic Influence of Taylor Swift
          5. 🧒 Explain it to me like a 4th grader: What’s private equity? Should I invest in it?


            6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

            This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 

            18 min
          6. A Tradition Like No Other: The Masters, Taxes, and Bears

            In this weeks episode Miller and Mango cover the following hot topics:

            1. Are we about to enter a bear market? 
            2. What happens if you don’t file your taxes by April 15th? 
            3. The top 10 fastest growing industries in the US, what should we watch out for? 
            4. The Masters 
            5. Explain it to me like a 4th grader: Which is better, a tax credit or a deduction? 

              6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

              This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 




              17 min
            6. March Madness: McDonald's, Warren Buffet, and IPO's

              In this weeks episode Miller and Mango cover the following hot topics:

              1. McDonalds and Krispy Kreme, a match made in heaven? 🍔🍩💕
              2. Warren Buffet’s “Buffet Indicator” is red, should we worry? 🚨📉🤔
              3. Insights from Miller and Mango’s industry conferences 🤓🎤📊
              4. March Madness has taken over the office 🏀
                5. 🎉🏢
              5. Explain it to me like a 4th grader – What is an IPO? 🧑‍🏫💼🚀

                6.  *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

                This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 



                16 min
              6. The Golden Episode: Oscar Predictions and Gold prices on the rise

                In this weeks episode we cover the following hot topics:

                1. Is buying gold back? 💰🔙 
                2. Target is joining the retail membership game 🎯🛒 
                3. National Average FICO Score Drops for First Time in Decade 📉💳 
                4. Oscar Predictions 🏆🎥 
                5. Explain it to me like a 4th grader: College Savings 🎓💼👧 

                  6.  


                  *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

                  This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 


                  13 min
                6. Leaping into March with Wendy's, Amazon, and a Trillion Dollars

                  In this weeks episode we cover the following hot topics:

                  1. Amazon joins the Dow Jones 📈
                  2. Americans racked up a TRILLION dollars in credit card debt 💳💰
                  3. Wendy’s is testing out Uber-like surge pricing 🍔⏰💲
                  4. It’s beginning to look a lot like March Madness 🏀🎉
                  5. Explain it to me like a fourth grader – What is a hedge fund? 🤔💼🌱


                    6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

                    This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 

                    13 min
                  6. The Perfect Valentine's Day: Chocolates, Usher, and AI

                    In this weeks episode we cover the following hot topics:

                    1. 🤖💹 AI frenzy puts Nvidia briefly ahead of Amazon in market value 🚀🆚🛒
                    2. 🍫📈 Cocoa prices are soaring. Will it affect your Valentine’s Day chocolate? ❤️🤔
                    3. 🌸🏡 Spring homebuying and selling season just kicked off. Are you ready? 🚪🔑
                    4. 🏈🎉 Super Bowl Recap 🏆📺
                    5. 🎓👧 Explain it to me like a 4th grader: How do Financial Advisors get paid? 💰🤝


                      6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

                      This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 


                      14 min
                    6. Tech, Touchdowns, and Tariffs: A Week of Microsoft vs. Apple, Super Bowl Spending, and Navigating Rising Credit Card Fees in Tax Season

                      In this weeks episode we cover the following hot topics:


                      1. A big week on Wall Street: Speculation vs Reality 📈🤔💼 
                      2. Microsoft > Apple 🖥️🆚🍎 
                      3. Credit card fees on the rise, is cash king again? 💳📈💰👑 
                      4. The economy behind the Super Bowl 🏈💲📊 
                      5. Explain it to me like a 4th grader: Tax Season 🧑‍🏫👧📚💸 

                        6. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed. 

                        This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. 

                        14 min

                      About Beyond the Balance

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                      Brought to you by TradeWinds, Beyond the Balance goes deeper than dollars and cents, exploring how our financial choices shape our lives, relationships, and happiness. Each episode features real…