Our Mission
Our passion is helping people from all walks of life take control of their financial destiny by learning how to trade stocks and options.
Since 2018, we have successfully guided approximately 40,000 students to see trading as a viable option to supplement their income!
Why It Matters
Wealth Gap: The wealth gap in the United States is substantial. The top 1% of households own a significant portion of the nation’s wealth, with many middle and lower-income households not participating in stock market investments. This gap is exacerbated for women and minorities who traditionally invest less in the stock market.
Women and Investing: Studies from Morgan Stanley and Goldman Sachs reveal that women’s participation in the stock market is significantly lower than men’s, leading to a considerable gender investment gap. This gap contributes to long-term financial insecurity and limited wealth accumulation for women.
Minorities and Investing: Data from the DEI website indicates that minorities are less likely to invest in the stock market, which contributes to the widening racial wealth gap.
Our Solution
We are addressing these disparities through targeted education and support, providing virtual and in-person classes and workshops to simplify the stock market and empower new investors.
Virtual Events:
Our professionally hosted virtual events reach thousands of participants.
Our retention rates are exceptional, with over 90% of participants in our latest challenge staying engaged for the entire five sessions, each lasting over two hours.
Email Series:
We have piloted educational content through a series of emails, providing step-by-step guidance and regular updates on the stock market.
Workshops and Conferences:
Our workshops and conferences further streamline the learning process and include content such as:
- Understanding the Stock Market
- Learning About Indexes and ETFs
- Opening a Brokerage Account
- Buying the Stock
- Selling the Stock
Courses:
We offer self-study courses on trading from beginner to advanced level!
Who We Serve
Our primary audience includes people from all walks of life...
Age Groups:
Our community spans a wide range of ages, primarily focusing on individuals aged 25 to 55. This includes young professionals looking to build their financial future, mid-career individuals seeking additional income streams, and older adults preparing for retirement.
Gender and Ethnicity:
We are committed to serving a diverse group of individuals. We're also proud of our representation from women and minorities. 60% of our participants are women and 70% are from minority backgrounds, including African American, Hispanic, and Asian communities.
Socioeconomic Status:
Our program is designed to be accessible to individuals from various socioeconomic backgrounds. We support everyone looking to improve their financial future.
Geographic Reach:
While our primary focus is on the US, we also have a significant number of participants from Canada and the UK, reflecting our global approach to financial education.
Trade and Travel is a unique approach to teach everyday people to invest.
Our Courses
Here are some of the self-study courses we offer from beginner to advanced.
Stock Market Starter Kit
Are you a beginner and not sure where to start?
This live virtual workshop walks you through the basics of the stock market and teaches you how to buy and sell your first stock. We primarily focus on investing in the Dow Jones, S&P 500, and NASDAQ which can be long term or short term investments.
Stocks 101
Ready to start making money in the stock market?
This award winning curriculum teaches you how to invest in individual companies for consistent income. We teach you how to stock charts to improve your entry prices, risk management to prevent loses, and a 7-step trading plan to remove the guesswork.
Options 101
Trying to take your investing to the next level?
Once you've mastered stocks, options is a way to magnify your profits. You can invest in stocks with much less money and see profits quicker. Options is the most difficult equities trading, but Teri breaks down all the steps and makes it easy.
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Testimonials
Hear from students on why they chose the Trade and Travel Family and how it has changed their lives.
