servicewave3.png

Q&A

Enjoy our Q&A page click the play button to listen to highlights from recent interviews.  

What would be the most important lesson you could teach any investor?

If I had to guess what is the next ‘Big Short’?

How can simple Mailbox Math beat a 4% withdrawal rate?

How many stocks are in a portfolio and how is it rebalanced?

Why did you launch an ETF and what do you mean ‘skin in the game’?

How do you talk to your 5 kids about investing?

What is an example of an un-crowded opportunity that may surprise investors?

Why do you say there is something more important than the size of a moat?

What is one question investors should ask more about their plans?

What did you learn from your very first trade as a kid?

Submit a question and one of our team members will respond with the answer. 

Thanks for submitting!