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 welcomed more than 40,000 students from every background into a community built around making the stock market more accessible.
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
Our Courses
Stock Market Starter Kit
Are you a beginner and not sure where to start?
Stocks 101
Know the basics? Learn the 7-step strategy.
Options 101
Trying to take your investing to the next level?
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 put a strategy behind your stock investing?
This award-winning curriculum teaches you how to trade individual companies using proven strategies. We teach you how to read stock charts to improve your entry prices, manage risks to help limit losses, and a 7-step trading plan to follow a repeatable process.
Options 101
Trying to take your investing to the next level?
Once you've mastered stocks, options is a natural next step for those who want to go further. Options can amplify both gains and losses, and they're the most complex area of equities trading. Teri breaks down the concepts in plain language.
Options trading involves risk and is not suitable for all investors. Before trading options, read the Characteristics and Risks of Standardized Options at theocc.com.
