Buy and Hold May No Longer Be What Works Best for Investing

Buy and hold investing is a deeply entrenched mindset that most of today’s investors and investment managers have by default. It’s so widespread as a concept, that not many people are looking at it critically or asking if it still is working in today’s markets–or if another strategy would work better.

But this almost universally believed mantra of “you can’t time the market” doesn’t make a lot of sense anymore because of how investing tools have shifted.


The thing is, you can take your long-term investments to cash during most volatile times in the market to avoid losing money unnecessarily. And to do this you need to be able to identify market multi-year cycles (or work with someone who can do this for you). We offer such a service with our program AMPT – Assisted Managed Portfolios by TRADEway.

Where the Buy and Hold Strategy Originated

Buying and holding through the market’s worst days can be devastating for your portfolio. So why does almost everyone do this?


The “buy and hold” recommendation was made famous by John Bogle in his book The Little Book of Common Sense Investing, which was published in 2007. In it, Bogle argued that the fees that mutual fund managers charge rule out the extra returns they get from actively buying and selling in the market.

He showed you would profit more, and avoid lots of drama, by simply buying and holding index funds like the S&P and others.

But does this argument still hold up?

Where Bogle Got Buy and Hold Wrong

Bogle made the assumption that most people aren’t going to bother to learn the skills required to get in and out of the market effectively. And he’s right, most people won’t want to bother learning how to do that.

It takes a solid stock market education to time getting in and out of the market consistently. And making a mistake with regards to timing the stock market can really cost you.

But with the right training, tools, and expertise, timing larger market cycles is actually very doable.


In our program AMPT, our Investment Advisor Representatives carefully monitor the market for breaks in market trends. And with our expertise (and the nimbleness that comes with not being in a mutual fund) we can get you out of the market more quickly, saving you from losing money unnecessarily.


We also have an option within AMPT where you can request to have our investment advisory representatives do shorter-term trades using a portion of your money (we recommend no more than 20%). This can lead to a boost in your account that you can then turn around and re-invest.

Maybe the idea of trusting someone else to get your money out of the market and knowing when to put it back in makes you nervous. That’s understandable, given how much buying and holding is preached in our society.


Our long-term investing team are all registered investment advisors representatives. Our current roster manning the AMPT division include beloved stock trading Coaches Geoffrey Nance, Jenny Taylor, Jared Russell, and Ben Russell, and they are all well-versed in the market’s multi-year cycles.

Market Multi-Year Cycles

If you’re on board with the notion of someone getting in and out of the market with your long-term money, then the next thing to figure out would be when to get in and out.

How do we do that?


It turns out, markets have multi-year cycles. These cycles are one of the most important concepts to how we approach investing in our program AMPT.


In short, you would look at longer term trends in the market. A key tenet of our AMPT investing program is that longer term trends do not easily break.  So when they do, that is a sign for us that we want to get defensive in our allocations. 

We choose to not be in the market all the time, and sometimes that means we sit in cash while the technical charts settle into a new trend

The above chart of the SP-500 shows the normal bullish action in a trend we can easily identify, and then a break of trend.  These breaks of trend are where TRADEway believes it makes sense to get defensive and get out of the market. Both watching multi-year cycles and looking for longer term breaks in a trend are two of our main tenets in our program AMPT.

Bear Markets, Bull Markets, and Squirrel Markets

Put simply, during a Bull Market, it’s generally a good time to be in the market; during a Bear Market, it’s not. And during a little something we here at TRADEway called a Squirrel Market (when the S&P is bouncing all around), it is definitely not a good time to be in.


Our AMPT team keeps an eye on all of these kinds of long-term trends and communicates with our AMPT clients often to keep them abreast of our current recommendations for your portfolio (we believe in open and transparent conversations with our clients which is rare in this industry).

We also offer a range of risk profiles for long-term investing portfolios, from conservative to high-risk. High risk can yield higher returns. Our most conservative portfolio allocations are designed for those most concerned with keeping their hard-earned money intact.  Our team can help you determine the best fit for your individual needs.

The times of greatest market volatility are when the market is “squirrely” and is breaking out of a trend. During these times, we watch the technical price action of the S&P closely to guide our decisions.

Aiming to Be in the Market on the Best Days and Out on the Worst Days

Our goal with AMPT is to minimize the risk to your long-term retirement funds. In the graph below, we see what would happen to a portfolio if you could magically miss the worst days in the market. While this kind of precision is not possible, more broad strokes of getting out of the market during a downturn are. Still, this graph can give you a sense of this principle in action:

It’s impossible to do this perfectly–to only miss the worst days, and only be in on the best days. But we can get in and out of the market following broader, more general market trends, which is what we do in AMPT.

The Main Problem With Buy and Hold

It’s true that over decades and decades, traditional “buy and holders” will see a positive return. But by staying in the market through each and every downturn, they’re leaving money on the table unnecessarily–and lots of it.  And a concern we hear with many new clients coming our way is that they do not have the TIME required to make it back if they happened to lose big on the down-side.

With a more agile long-term portfolio, you can avoid losing double-digit percentages during a downturn. And each time you successfully do this, your future returns are exponentially impacted by that extra money in the account. Wouldn’t you rather preserve your portfolio during a downturn and potentially have more in your portfolio to better take advantage of the next bull market? That is the goal.


If you’re ready to leave the “buy and hold” mentality in the past (where, let’s be honest, it should be), and if you’re wondering how much joining a program like AMPT could impact the financial well-being of your family, book a call to learn more about our long-term investing portfolios.

Should Christians Invest in the Stock Market

Is Trading or Investing in the Stock Market Sinful?

Christians interested in investing and stock trading often wonder if the stock market itself is sinful. And while lots of gambling has certainly taken place in the stock market, that’s absolutely not what the stock market is for.


Let’s break this down. Is the stock market itself sinful? Looking at its origins will give us some important clues. On May 17th 1792, a group of stock brokers and merchants signed the Buttonwood Agreement plan outside of 68 wall street under a Buttonwood tree in New York

The New York Stock Exchange Building Exterior. Photo credit: Arpan Parikh.

The Buttonwood Agreement was an attempt to put an end to shady and chaotic practices in stock trading by providing a basic structure and general framework for future trading. It created a centralized exchange that we now know as the New York Stock Exchange. The agreement helped to create a free market system where anyone can have access to the buying and selling of publicly traded securities.

And it also provided transparency to keep average traders, like you and me, safe from the malpractices of dishonest people. So the stock market is actually a place designed to lower risk, which means it’s quite opposite to the idea of gambling. Since its inception, it was intended for legitimate business purposes, and it’s still used for that to this day. The stock market is meant to bolster and improve our economy, and it does just that.

Could it still be used for gambling? Of course. Just like you can gamble in anything in life.


To keep it from being gambling, we just need to get educated about it. Our entire stock trading education is based around teaching Christians to trade in the stock market biblically. TRADEway was founded by David Mitchell, a Christian stock trader. TRADEway began with David teaching stock trading to his fellow church members, and it’s only grown from there. So from its inception, our stock trading education has been rooted in what it means to be a Christian stock trader, and the extra responsibilities that come with that.


We take our economic principles that we teach our students to become better stock traders straight from the Bible. As David says in his podcast The Word on Investing, “The Bible is a practical book.” 

Using Ecclesiastes to Understand Investing and Trading

If you go to Ecclesiastes chapter 11, you’ll see a lot of biblical business principles, and believe it or not, many of these same principles are found in the stock market. Ecclesiastes 11:1 says, “Cast thy bread upon the waters for thou shalt find it after many days.”

This may seem like a weird verse at first because it doesn’t seem like it’s talking about money, but that’s because it’s an analogy. The idea of casting bread upon the water carries with it an element of risk. If you throw bread on the water, you’re giving up your food, but it also carries with it the idea of getting a return. When you throw your food into the water, you attract fish. If there are no fish in the area, it may sit at the bottom of the water for a few days, but eventually fish might be drawn to it and you would have the potential for more food.

Similarly, if you buy stocks, you are risking your money but it’s not a get rich quick scheme. You might see some immediate results, but often it’s a process that takes many days or even months before you’ll see a return.


Let’s look at the next verse. Ecclesiastes 11:2 says, “Give a portion to seven and also to eight, for thou knowest not what evil shall be upon the earth.

This shows the idea of diversification. Take your money and invest it in several opportunities. Why? Because you don’t know what bad things are going to happen. And if you have all your eggs in one basket, you might lose them all. So for this reason, Solomon, in all his wisdom, says that you should diversify. In the stock market, we see the use of diversification all the time.

You Won’t Have Control Over the Stock Market–And the Bible Can Help You With That

Traders can find it difficult psychologically to engage with the stock market because it’s always changing. Until you learn patterns to look for, it can be hard to feel like there’s any solid ground. This lack of control can be stressful. And the Bible can help you navigate that.

Ecclesiastes 11:3 says, “If the clouds be full of rain, they empty themselves upon the earth: And if the tree fall toward the south, or toward the north, in the place where the tree falleth, there it shall be.” This verse is here to remind us that we are not in control. It’s God who’s in control.

One of the things people hate most about the stock market is that they can’t control it. But we never really have control in life. God does. Once you can understand that and let go of trying to control the market, you can start to see what it’s doing more clearly, making you a better trader.

The next verse says, “He that observeth the wind shall not sow; and he that regardeth the clouds shall not reap.” The Holy Spirit in His infinite wisdom is speaking through the pen of the wisest king to ever live, King Solomon. And in this verse, He knows that He has just told us we don’t have control, and so now he needs to help us deal with our emotions. The two emotions he chooses to address happen to be the two driving forces of the stock market: Fear and greed.

The Bible on Overcoming Fear & Greed So You Can Place Better Trades

The farmer that observes the wind will be too fearful to sow his seed. He’ll worry that he might have his seed blown away and lost to the wind. So he’ll never have a harvest. People often sell stocks too early or never buy stocks at all for fear of loss. They’re like the ones who observe the wind.

Then you have the one that regardeth the clouds. He’s the farmer who did sow his seed and he’s about to harvest his crops. When he sees rain clouds, he says to himself, “Hmm, maybe I should wait and let the clouds water these crops so they’ll get bigger before I harvest.” He’s the one that gets greedy in the stock market.

This looks like the guy who buys the stock and never sells it because he thinks, oh, it’ll keep going up. Sometimes he finds that he’ll get washed out while hoping for more. When approaching the stock market, we should neither be fearful nor greedy. Why? Because God is our provider and it’s His money to begin with.

The Bible on Getting to Work, Investing in Multiple Things & Taking Advantage of Opportunities

We cannot earn one penny more than we’re supposed to. So don’t worry about it. Just do the best you can and watch what God does with it. Ecclesiastes 11:5 says, “As thou knowest not what is the way of the spirit, nor how the bones do grow in the womb of her that is with child: even so thou knowest not the works of God who maketh all.”

I love that this chapter starts off talking about money, and quickly turns to a discussion about trusting God. This verse shows us it’s God who’s in control. So what do we do with that? We do what the next verse says. Verse 6 says, “In the morning sow thy seed, and in the evening withhold not thine hand: for thou knowest not whether shall prosper, either this or that, or whether they both shall be alike good.”

In other words, get to work. Invest in multiple things. Take advantage of opportunities. You’re really not in control of your future anyway. So just do the best you can with what God gave you and wait and see what God prospers.

But wait, there’s more…

The Book of Matthew Encourages Us to Invest

In Matthew 25, we have the Parable of the Talents. Remember the third servant who buried his talent? What did the master say to him? He said, “Thou oughtest therefore to have put my money to the exchangers, and then at my coming I should have received mine own with usury.”


The master (who represents God) is saying, If you’re not going to invest on your own, at least give it to someone who will.

For some, this is the only excuse they need to not learn to trade themselves. But letting someone else trade for you can have its own set of risks. And it sounds to me like God is making that out to be the least you should do.

So Should You as a Christian Trade in the Stock Market?

Maybe you’ve considered learning to trade yourself. This brings us to the question at hand. Should you as a Christians trade in the stock market? That depends. If you’re looking for a get rich quick scheme, then the stock market is probably not for you.

But if you can follow a very particular set of rules, put your trust in God rather than in money, lay aside fear and greed and make educated decisions with your money, then stock trading could give you the potential to change your life.

If you want to learn more about our Biblically based stock trading education, click the button below to schedule a call with Team TRADEway to learn more about how you can get started.

Meet the new CEO of TRADEway, Katie Huber!

About Katie Huber:

Katie helped her father, David Mitchell (Founder of TRADEway), build and expand their family business from a “garage based business” back in 2006, to now reaching 100,000+ students across the country, and growing/leading a team of 40+ amazing teammates spread the mission of equipping Christians to build their own lasting legacies.

 

When you joined the TRADEway team:

2006

 

Area of expertise at TRADEway:

CEO–leading TRADEway’s team to serve our clients at the highest level and continue the expansion of our Founder’s mission to educate and support Christian families and help them reach their biggest goals.

What is your “why” for being on the TRADEway team?

I feel this is a calling…I only want to be and do what the Lord opens the door for.  Getting to work and serve alongside my own family (parents/siblings/spouse, etc), plus 40+ “extended” friends/family is one of the greatest honors of my life.  My WHY (the thing that keeps me going every day) is to bring God glory, to make my own family proud, to get to work with brilliant teammates daily, and to help thousands of Christian families reach their biggest goals through our collective gifts/talents/abilities.  It is a JOY to walk in my calling!

What do you love most about the TRADEway clients?

Hearing/reading/seeing (sometimes through tears) what TRADEway has meant to countless Christian families across the country brings my heart more joy than I can express!  When THEY are able to reach their goals our entire team rejoices!  That is the most fun part of our work.

What do you love most about your job as CEO of TRADEway?

My favorite part about leading our stellar team is getting to see them SHINE in their God-given strengths and feel totally fulfilled in what God has called them to do.

Fun fact or hidden talent:

I absolutely love photography! (Claim to fame: I helped photograph Chip and Joanna Gaines’ wedding!)

Personal life:

My hubby, Dave Huber, is my college-sweetheart and by far my favorite human on the planet!  He and I share a rare kind of love that I wish everyone had in their lives–I am truly blessed because of God’s goodness in our marriage, and I attribute that mostly to Dave’s steadfast, Godly leadership and love.  Raising our three kids–Mady, Sam, and Abby–is what brings us the most joy!  We love seeing them grow in the Lord and shine in their own unique ways.

Best Trading Memory

My favorite trading memory is when my husband and I were on a little get-away and he stayed in the car to complete a trade while I ran in a store to “grab a few things”…when I came back he said “Well babe, I made more in those 30 mins than you were able to spend!”  We laughed pretty hard, it’s a great memory.

Favorite Bible Verse:

Matthew 5:16 “Let your light so shine before men, that they may see your good works, and glorify your Father which is in Heaven.”

The Official Charts by TRADEway Quick Start Guide

You’re all excited about learning to trade, and then it’s time to…learn a new charting software? It can be intimidating learning a new charting software from the ground up, but you can do it! We’re going to walk you through the five step process we recommend to traders learning how to use Charts by TRADEway for the first time. 

Step 1: Check Out TRADEway’s YouTube Channel

Did you know that TRADEway has tons of videos on our YouTube channel all about Charts by TRADEway? Subscribe to our channel so you never miss a new Charts video. We have an entire playlist dedicated to Charts by TRADEway on our YouTube channel, and we are always adding more videos.

Step 2: Watch the “Charts by TRADEway – Session 1: Quick Start Guide” Video

There are four videos we suggest as a minimum that will help you get started with Charts. We suggest watching one section at a time, and stopping the video to practice in Charts before moving on. If you’ll perform the tasks you will learn better than just watching it. 

The first one is our Session 1: Quick Start Guide video. In this video, you’ll learn how to access Charts by TRADEway, how the platform is laid out generally, and where you can find resources to help you get the most out of the platform.

Step 3: Watch the “Charts by TRADEway – Session 2: Trade Account Set Up” Video

The next video we recommend you watch is our Session 2: Trading Account Setup video. In this video we’ll show you how to create a virtual account, how to enter a trade, as well as how to add a real account (as opposed to a virtual account).

Step 4: Watch the “Charts by TRADEway – Session 3: Getting Around” Video

Next we recommend you watch our Session 3: Getting Around video. This video is all about how to navigate around the platform. We’ll also cover some of the research elements available in Charts, where you can access information about your brokerage account within the platform, as well as the trading journal feature.

Step 5: Watch the “Charts by TRADEway –  Session 4: Trade Management” Video

Finally, we recommend you watch the Session 4: Trade Management video. In this video we’ll cover stock trade management. We’ll cover staging orders, what happens with a working order, monitoring your current positions, being able to see past trades, and then we’ll talk more about the power of journaling your trades.

We’re excited for you to get started with Charts by TRADEway! Our platform has so many incredible features, and we are hard at work adding more. Our goal is to make it an incredibly effective and intuitive platform to use for our traders. You can reach out for support at any time at support@tradeway.com if you have further questions.

Meet TRADEway Coach Denny Foster

The TRADEway Coaches share the vision of helping Christian families become active traders who build lasting legacies. Every TRADEway Coach has a unique story about how they became a part of the TRADEway family and how they navigate the Stock Market God’s way, and we’re excited to share those stories with you.

Meet Denny Foster

About Denny Foster:

Denny Foster started actively trading in 2017, and one year later had mastered it to the point of working with the TRADEway team and helping others become active traders. Besides being a stock trader, Denny has over 25 years of collective experience in entrepreneurship, operations management, and sales leadership. He is highly effective in the areas of leadership, stock trading, strategic execution, and relationship building.

When you joined the TRADEway team:

2018

Area of expertise at TRADEway:

Investment Advisor Representative ( IAR) Coach/Mentor

What is your “why” for being on the TRADEway team?

It’s a great feeling to work for a company that is striving to further the kingdom and caring for God’s people.

What do you love most about the TRADEway clients?

It’s extremely satisfying to see the “lights go on” and see a student’s eyes light up when they go from knowledge to understanding.

A trading lesson I learned the hard way:

Early on in my trading, I held a very profitable trade because it had time left till expiration. I watched that trade become a small loss. Now, when my trade hits my target, I get out regardless of how many days are left till expiration. I’ll never forget the terrible feeling I had when I learned that lesson.

What do you love most about your job as a Coach?

I love helping people. I take some of the struggles I had when I first started trading and I’m able to relate to and help students with the same challenges.

Fun fact or hidden talent:

I was in the rodeo and I’ve team roped with my son and daughter for many years.

Personal life:

My first grandchild has quickly become the center of my world.

Favorite Bible Verse:

Phillipians 4:13: “I can do all things through Christ which strengtheneth me.”

Meet TRADEway Coach Pete Breidt

The TRADEway Coaches share the vision of helping Christian families become active traders who build lasting legacies. Every TRADEway Coach has a unique story about how they became a part of the TRADEway family and how they navigate the Stock Market God’s way, and we’re excited to share those stories with you.

Meet Pete Breidt

About Pete Breidt:

Pete Breidt served for twenty-two years in the US Air Force, specializing in space operations and space systems requirements. After retiring, he supported the space and intelligence communities for ten years as a contractor. He left the workforce in 2014 to begin a career as a full-time trader.

When you joined the TRADEway team:

2015

Area of expertise at TRADEway:

Coaching and market tone.

What is your “why” for being on the TRADEway team?

I’m in complete alignment with David Mitchell’s vision and mission. The TRADEway team has always been an awesome group to work with. Ultimately, the opportunity to help others learn to leverage the market is my reason for being on the team.

What do you love most about the TRADEway clients?

Dedication and commitment to Christian values.

What do you love most about your job as a Coach?

Helping others achieve their goals with respect to trading.

Fun fact or hidden talent:

I enjoy scuba diving when I get the opportunity.

Personal life:

My wife and I maintain a horse ranch in the wet mountains of Colorado. I served as an assistant scoutmaster in my sons’ Boy Scout troops. My three sons and I are Eagle Scouts.

Best trading memory:

Earning enough profits on a call trade to pay for a scuba diving trip on the first day of the trip. I didn’t trade during the rest of the trip since it’s not feasible to do so while under water.

Favorite Bible Verse:

Colossians 3 (the whole thing). Stay focused on above while doing the best you can before you get to above.

8 Ways Daily Affirmations Can Potentially Improve Your Trading

Stock Trading Affirmations and Increased Profitability 


We know what you’re thinking: Daily stock trading affirmations couldn’t possibly help with my bottom line, could they? But once you’ve been trading for a while, you come to realize that your mindset influences how well you trade. Practicing daily stock trading affirmations can help prime your mind to think positively about your ongoing trades, and give you the potential to make better trades. 

Ex: I am a consistently profitable stock trader.

Stock Trading Affirmations for Better Discipline 

Lots of mistakes in stock trading happen because of fear. That’s because when fear kicks in, it’s tempting to abandon your trading plan. How can you stick to your trade plan despite your fear? Start practicing daily stock trading affirmations to help you become a level headed trader who consistently plans their trades and trades their plan. Remind yourself daily that you are a person who keeps your own stock trading rules–and you will become more likely to.

Ex: I know how to find my edge and I am disciplined at following my plan.

Stock Trading Affirmations to Help You Stick to a Stock Trading Routine

Sticking to a routine is crucial to finding success as a stock trader. Saying stock trading affirmations about sticking to a routine can help you do just that. It’s a gentle way (no guilt-trips needed) to be much more consistent with your stock trading schedule.

Ex: I always define and follow my routine.

Stock Trading Affirmations and Not Taking Losses So Hard

Losses happen! They are a part of being a stock trader. But when you take losses too hard, it can negatively impact your future trades. Saying stock trading affirmations about putting losses into perspective, and how they are okay and natural in every stock trader’s journey, can help you get back on track (and back to profitability) faster.

Ex: I understand that breakthrough in my trading is measured over time. I do not allow a single trade to become everything.

Stock Trading Affirmations Can Help You Trade More Efficiently

Many of us get into trading to make money faster and spend less time making it, right? So each week you can focus on making your trading habits more streamlined is a week you move closer to that goal. More time does not always equal better results. Learn to work efficiently and on the most impactful things to truly improve your trading. A stock trading affirmation that reminds you to do this can help you do it!

Ex: I understand that being busy is not the same as being productive. I define and refine my process every week.

Stock Trading Affirmations and Reminders to Build Your Trading Community


Trading can feel lonely–but it doesn’t have to be. Trading in community with other students and mentors is key to becoming the best trader you can be. Stock trading affirmations that remind you to build a trading community around yourself will help you reap the benefits of doing so. Don’t have one yet? Check out our Mentorship Hub where you can learn one on one with highly qualified and experienced stock trading coaches.

Ex: Some say trading is a lonely profession…This is not true for me. I am connected and empowered by community and accountability.

Stock Trading Affirmations to Remember to Learn From Your Mistakes

If you think you should never make a mistake as a trader, think again! It’s okay if you have made mistakes and it’s okay if you continue to make mistakes as a trader. Nobody trades perfectly. It’s what you do next that counts. Do you learn from your mistakes? Or do you feel shame that gets in the way of you truly looking at what happened and what to do differently next time? Saying daily stock trading affirmations can help you develop a growth mindset regarding your trading. This mindset is essential to your success, and affirmations are a great way to cultivate one if you don’t think this way naturally.

Ex: My setbacks always give me a payoff that makes me better.

Stock Trading Affirmations To Stay Positive About Trading

Stock trading affirmations can help you remind yourself to celebrate each and every win–and to look for all kinds of trading wins, big and small. Be positive and congratulate all the good habits and actions you do each week in your trading. This will help you keep up a natural sense of momentum.

Thinking positively about the future and what will be is a mindset that all successful traders need. When you expect good things to come, you tend to act in ways that bring those good things about. Expect to get great at stock trading and have it contribute to your family’s income each month (or even potentially one day replace your income).

Ex: I celebrate profits and I celebrate good habits in every single trade I do. There is always something good.


If you want to enjoy your stock trading journey, riding the highs and lows with an experienced, even keel attitude, download our free guide 15 Daily Affirmations to Encourage and Inspire You in Your Trading Journey.  Happy trading!

 

About Coach Blair Nightingale

Blair Nightingale’s life has been an adventure of discovery as a musician, missionary, and TRADEway Coach. His deep-rooted love for the Lord, coupled with his passion for connecting with people and navigating the intricacies of financial markets, has positioned him at the forefront of numerous impactful programs at TRADEway. Learn more about Coach Blair Nightingale here.

Stock Trading for Your Family with TRADEway’s Unique Family Policy

In a world where financial education is often considered a solo journey, TRADEway stands out by charting a different course—one that embraces the strengths and values of family. At TRADEway, we believe that financial empowerment should be a shared experience, enriching not just the individual but the entire family unit. This belief is the cornerstone of our unique “family policy” for educational materials, where we invite families to embark on a journey together, learning, growing, and building legacies that will last for generations.

A Policy Rooted in Family Values

Our commitment to family is not just a marketing slogan; it’s a deeply held value that permeates every aspect of our educational offerings. TRADEway’s Family Policy ensures that when you invest in our financial education programs, you are doing so for your entire family. For a single price, you, your spouse, and your children (up to 25 years old) gain access to our comprehensive suite of educational materials. This approach ensures that everyone in your household can learn the principles of trading and investing together.

The Power of Learning Together

The benefits of learning as a family are manifold. First of all, it encourages open communication about financial goals, strategies, and challenges. When family members are on the same page, it becomes easier to make informed decisions collectively. This shared understanding can reduce conflicts and enhance the family’s ability to support one another in achieving their financial ambitions.

Moreover, learning together can be a bonding experience. Parents can model positive financial behaviors for their children, who, in turn, can bring fresh perspectives and ideas to the table. The intergenerational exchange of knowledge and experience can be incredibly enriching, leading to more robust and well-rounded financial strategies.

Building a Legacy Through Education

At TRADEway, we understand that building a family legacy is about more than just accumulating wealth; it’s about imparting values, knowledge, and skills that can be passed down through generations. Our educational materials are designed to equip families with the tools they need to navigate the complexities of the financial markets confidently. From beginner courses that cover the basics of trading to advanced strategies for seasoned investors, our curriculum is comprehensive and accessible.

Our commitment to family education is reflected in the variety of resources we offer. Our online courses, webinars, and workshops are designed to cater to different learning styles and paces. We also provide ongoing support through our community forums and one-on-one coaching sessions, ensuring that every family member can get the help they need when they need it.

A Community of Like-Minded Families

One of the unique aspects of TRADEway’s family policy is the sense of community it fosters. When you join TRADEway, you are not just signing up for a course; you are becoming part of a network of Christian families who share your commitment to legacy building. Our community events, both online and in-person, provide opportunities for families to connect, share experiences, and learn from one another.

This sense of community is particularly valuable for family members who may be new to the world of trading and investing. Seeing other families succeed can be incredibly motivating and can reinforce the idea that financial education is a lifelong journey.

Supporting You Every Step of the Way

We recognize that every family is unique, with its own set of challenges and aspirations. That’s why our family policy is designed to be flexible and inclusive. Whether you are just starting your financial education journey or looking to deepen your understanding of advanced trading strategies, our programs are tailored to meet your needs.

 

We also understand that financial education can be complex, which is why we provide a wealth of resources to support your learning. Our coaches are experienced traders who bring real-world insights to the table. They are dedicated to helping you and your family navigate the financial markets with confidence and competence.

The Future of Financial Education

As we look to the future, TRADEway remains committed to our mission of empowering families through financial education. We believe that our family policy is more than just a selling point; it is a testament to our belief in the transformative power of education. By involving the entire family in the learning process, we are helping to create a generation of informed, confident, and financially savvy individuals who can carry forward the legacies of their families.

 

In conclusion, TRADEway’s family policy is a reflection of our core values and our unwavering commitment to fostering financial literacy within families. We believe that by learning together, families can build stronger bonds, make better financial decisions, and create lasting legacies. We invite you to join us on this journey and discover the power of family-centered financial education. Together, we can build a brighter, more financially secure future for generations to come.

 

Meet TRADEway Coach Casin South

The TRADEway Coaches share the vision of helping Christian families become active traders who build lasting legacies. Every TRADEway Coach has a unique story about how they became a part of the TRADEway family and how they navigate the Stock Market God’s way, and we’re excited to share those stories with you.

Meet Casin South

About Casin South:

Casin became a TRADEway student in 2018 and joined the TRADEway team as an Investment Advisor Representative (IAR)  in 2023. He loves analyzing the markets and working with our students one-on-one to help them better understand the system. He currently lives in Texas. When he isn’t working with TRADEway students, or managing his own trades, he is probably on the golf course.

When you joined the TRADEway team:

2023

Area of expertise at TRADEway:

Coaching / one-on-one mentoring as an Investment Advisor Representative

What is your “why” for being on the TRADEway team?

I can’t begin to describe how helpful it was for me as a student to have the TRADEway Coaches in my corner as I was learning how to trade. Now I have the opportunity to be a part of that same support system for new traders and it is such a privilege. I love the stock market and helping people navigate it. I really am a market geek.  In my spare time I love reading biographies of past traders and the systems they use to navigate the market.

What do you love most about the TRADEway clients?

I love how relentless our students are. They understand that learning something new takes time and effort and they put their heads down and go to work–which, in turn, pushes me to be the best Coach I can be for them. Iron sharpens iron.

What do you love most about your job as a Coach?

Trading can be a lonely profession if you do not have a partner or community. Having like-minded traders and believers on this journey with me is my favorite thing about TRADEway. I always love spending time with the students on our webinars. I love the community.

Fun fact or hidden talent:

I love snowboarding. I go when I can and it is always my favorite time of the year. I have even placed a trade on my phone from the ski lift!

Personal life:

My family is truly a blessing. I have two older brothers and a little sister who I talk to daily and have always been very close with. My parents are actually the ones who introduced me to TRADEway.   They fully supported my desire to pursue trading from an early age and for that I will always be thankful.

Best trading memory:

I will never forget my first “big” win. I was 18 years old and I had a call option on a really nice up-trending stock I had been watching. While I was in the trade, the company got bought out by another company, and the stock opened $10 higher the next morning. I took my profits and sent an email to the TRADEway Coaches so I could celebrate with someone about it.

Favorite Bible Verse:

“But they that wait upon the Lord shall renew their strength; they shall mount up with wings like eagles; they shall run, and not be weary; they shall walk, and not faint.” Isaiah 40:31

Meet TRADEway Coach Ross Querry

The TRADEway Coaches share the vision of helping Christian families become active traders who build lasting legacies. Every TRADEway Coach has a unique story about how they became a part of the TRADEway family and how they navigate the Stock Market God’s way, and we’re excited to share those stories with you.

Meet Ross Querry

About Ross Querry:

Ross Querry started as a TRADEway student before becoming an Investment Advisor for TRADEway. He has a God-given ability to help students break down trading principles and concepts into understandable elements. He is an expert in developing creative educational experiences that help students in their trading journey.

When you joined the TRADEway team:

2010

Area of expertise at TRADEway:

I am the Lead Investment Advisor Representative for TRADEway, helping our leadership team reach goals and further our impact.  I’m also a Step 2, Step 3, and Step 4 instructor. You can also find me on our Market Corner live webinars, helping students grow with a deeper understanding of stock trading. My passion is coming up with innovative and creative ways for students to develop a better understanding of trading concepts. 

What is your “why” for being on the TRADEway team?

My “why” for being on the TRADEway team is very similar to why I joined TRADEway as a student in 2010. My wife and I wanted to change our lives, both now and in the future. We wanted to build assets and create the life experiences we wanted to have. We wanted to create a family legacy of financial understanding and freedom. And most importantly, we wanted to positively impact others.  My “why” of being part of the TRADEway educational team are the same reasons. Now I just have the focus of helping others accomplish the same thing and also to meet their specific “whys.”

What do you love most about the TRADEway clients?

I am constantly amazed by our students, and love how our clients have a heart for God and the like-minded goal of improving their lives and impacting God’s Kingdom. This common life goal (that uses trading as a tool) is what makes TRADEway and our students special. Our clients encourage me to be the best Coach I can…for them.

What do you love most about your job as a Coach?

I love it when I literally see the “lightbulb ah-ha” moments spark when a trading concept finally clicks and students can see the impact that this new knowledge can have on their lives. My greatest personal fulfillment is when I see other students succeed and change their lives.

Fun fact or hidden talent:

I’ve jumped out of a perfectly good airplane many times.

Personal life:

I’ve been happily married to my wife, Michele, for over 20 years. We have a son.

Best trading memory:

Over time I have found that trading identifies and amplifies many aspects of who we are (our personality in the moment). Amazingly, to be consistent or successful with our trading goals and truly use money as a tool, WE may need to adapt. Trading is more about us and how we think and respond, than it is about the market or making money.

Three life lessons that trading has taught me are: 

1. Trading pushes us to go beyond our comfort zone.

2. Trading encourages discipline.

3. Trading teaches us to develop emotional balance.

These principles have helped me improve my life in many other ways outside of trading…I guess you could say that trading is about life 🙂

Favorite Bible Verse:

Beyond the many verses of God’s love for us, the sacrifice of Christ for our sins, and the gift of salvation, Phillippians 4:6-8 has helped me through many phases of my life (whether I’m thriving, surviving, or struggling). These verses have provided me with a foundation of encouragement, strength, and a focus for my thoughts. In these words based on Christ’s love for us, I find balance, peace, comfort, and direction.

 

“Be careful for nothing; but in every thing by prayer and supplication with thanksgiving let your requests be made known unto God. And the peace of God, which passeth all understanding, shall keep your hearts and minds through Christ Jesus. Finally, brethren, whatsoever things are true, whatsoever things are honest, whatsoever things are just, whatsoever things are pure, whatsoever things are lovely, whatsoever things are of good report; if there be any virtue, and if there be any praise, think on these things.” –Phillippians 4:6-8