There is a misconception in the mass populace that retail investing is out of reach for the average person or that it is impossible to learn without going back to school. Jason Lee, Founder and CEO of OptionsSwing, a premium options trading community, and Ternary Developments, a B2B SaaS CRM platform, not only begs to differ, but is here to show anyone interested that technology has made things more accessible than ever for the average person and why it’s important to create multiple streams of income during this time of inflation . He has even fashioned a bespoke, lock and key model, in the form of his two businesses to actively support and educate those who are venturing into that often intimidating financial underworld for the first time as well as creating a way for people within the Creator Economy to generate additional streams of income by building their own subscription business through the vastly popular social media platform Discord.
“Trading can be extremely lonely,” he shares. “It can be difficult and stressful, but as a community, when you have multiple eyes scanning, constantly analyzing the markets and people talking in real-time about what is going on, you can find and digest so much more information than a single individual ever could. More information leads to more opportunities.”
Having spent most of his corporate working life at Salesforce, Lee would day trade during his downtime, which led to him realizing that there was a growing opportunity in showing others how to navigate the markets successfully by using tools and resources that are available to the everyday person. OptionsSwing was formally launched after he had fielded more requests for trading education and enablement from friends than he could personally answer on his own. Lee created a private community that is not only a resource for the everyday person wanting to learn about investing, but also helps the everyday investor navigate the markets through a community of analysts and traders. With over 430,000 followers on Instagram and having built a seven figure revenue business, he has more than shown that people are seeking help more than ever. As Lee likes to say: “If you want to go fast, go alone. If you want to go far, go together.”
OptionsSwing is a tiered community that offers a free daily newsletter,a free self-paced online course to help beginner level investors, and a private community of analysts that are scanning the markets daily while providing feedback to a community of traders. With a strong focus on driving positive community culture, easy-to-access materials, and transparency , the company has enjoyed patronage from 2,300+ monthly active members who entrust his company to teach and navigate the markets.
With Ternary Developments, a B2B SaaS software company, he founded his second company after developing his own CRM platform in-house when recognizing the need for connecting customer data into a single place for the Creator Economy:
“I hired a developer, who eventually became our CTO, and together we developed our own platform in-house to handle everything from checking out to collecting and authenticating payments, to entering into a private Discord server and applying all the permissions in a matter of 30 seconds,” he shares. “Customers can also enjoy self-service capabilities, managing and canceling their own subscription, all on their own without having to ever reach out to a support team.”
Currently a Stripe Verified Partner today, Ternary eliminating the friction from checkout is just one of the many ways his company has helped 90+ businesses to date. They create further extensibility for businesses by offering open API’s for 3rd party solutions to integrate into the platform.
Building wealth over time, generating passive income, and guarding against inflation are just a handful of the long-term topics Lee seeks to make accessible to the everyday person. The majority of members, he admits, are most worried about that last component: inflation. Lee shares that the best way to fight against inflation is to diversify assets and create multiple streams of income. “I believe more and more people are starting to realize that the average 9-5 salary is just not enough to keep up with current inflation so people are seeking other ways to make secondary and tertiary streams of income to help supplement their wealth.” That’s why he maintains that whether it’s through investing or building your own business, multiple streams of income benefits the individual and creates freedom while building wealth.
Members of the editorial and news staff of the Daily Caller were not involved in the creation of this content.