CB3 Financial

CB3 LIVE Update to the rescue to help you understand what Trump’s tariffs, earnings reports, and consumer sentiment mean for you and your portfolio’s future. It’s all on today’s show!

CB3LIVE Update to the rescue to help you understand what Trump’s tariffs mean to you and your portfolio’s future.  It’s all on today’s show!

January was a solid performer for our portfolios, especially considering President Trump taking office on the 20th. He hasn’t even been in office for two full weeks, and yet there have been monumental changes to the Federal government’s policies. What’s ahead for February and beyond? And what about Elon Musk “moving cots into” the US Treasury building?!? Hang on for the ride and join us for the CB...

What the heck happened to NVDA and all the AI stocks on Monday?  And why did the market drop when the FED kept rates unchanged?  It’s all here for you!  LISTEN NOW!

President Donald Trump has been in office for just one week, and yet he has already imposed his will on Washington with ruthless speed and efficiency, showing that even his most radical campaign promises were far from just bluster. The Republican president has taken the first steps toward fulfilling his vow of remaking a federal bureaucracy he believes was hostile to him during his 2017-2021 presi...

As investors, we are much more interested in how politics leads to policy, policy that leads to investment opportunities. On January 21, 2025, President Donald Trump announced a massive $500 billion private sector investment initiative called “Stargate,” aimed at developing artificial intelligence infrastructure in the United States. This ambitious project is a collaboration between three major te...

WOW! 2024 was a 20%+ year, just like 2023!  What about 2025? What is ahead for Trump, Greenland, Canada, and the Panama Canal??  ALL or ANY of these can and will affect the markets and our portfolios!  LISTEN NOW!  We will see you next Thursday night for the January edition of CB3LIVE!

WOW! 2024 was a 20%+ year, just like 2023! What about 2025? How will the Trump administration influence the markets? And China? And Energy? It’s all here and more! LISTEN NOW! We will see you next Thursday night for the January edition of CB3LIVE!

If you’ve been bewildered a complication monthly statement from your brokerage firm, you’re not alone. Join Charles for this podcast as he walks you through, step-by-step, the various pages, trading data, and asset groupings of an investment report issued from your broker.

What a November to Remember it was! New stock market lifetime highs, a new President of the U.S. who is very pro-U.S. Dollar, and political alliances which shift in a way that will be positive for the U.S. stock market in 2025. It’s all here and more in our CB3LIVE! Update featuring the monthly review for November and preview for December. Charles even provides a prediction for 2025! JOIN US!

What happens when two money managers with dissimilar strategies by similar market objectives connect? Tom and I get into the nitty-gritty details of how to make and keep money for ourselves and our clients. NOTE: This is a podcast you may want to watch in the video version available on our website. Listeners on Spotify and Apple will still benefit from the audio-only version. Enjoy and learn! http...

MOVE OVER, GROVER! Donald Trump is returning to the White House. How will his policies affect us in early 2025? Will our portfolios experience more — or less - volatility from the plethora of Trump’s economic policy changes. We explore that and more on this salient update from Charles Brown, Portfolio Manager with CB3 Financial.

Financial professionals have different names and titles and even different roles. In this podcast, Charles explains the difference between managing portfolios and managing wealth. Both disciplines are very important. CB3 Financial see this two-pronged strategy as integrated for our clients behalf. Learn on this episode why this distinction matters to your money!

Crosby, Stills and Nash knew what they were doing when they wrote a song by this name. They were aiming to encourage older generations to help younger ones. As it applies to wealth management, we must teach our children well, including the principles that we have learned as seasoned investors so that they get on track at an early age. Nothing can replace starting wise investing earlier in life, th...

So far, October has been one record high after another. Now, we enter the worst week historically in the last 70 years with the stock market! Charles talks about the news events and earnings reports that could tilt the market up or down in the next five days. Be sure to tune in for this week’s CB3 Live! update!

Many people would say that the toughest part of what we do as portfolio managers is dealing with the market and the incredible volatility that can occur from time to time. But as Charles explains in this podcast, interpersonal relationships always take priority over stock management matters when it comes to helping a client who has suffered a significant personal loss. Join Charles to understand t...

Politics is a source of stress in at least 40% of the U.S. population. Symptoms ranging from high anxiety, depression, insomnia, and even suicidal thoughts. Andrea Trippi, and Tommy Else of The Trippi Coaching Podcast share the negative impacts this can have on both your emotional and physical well being, as well as ways to maneuver it. If you enjoy this episode and would like to hear more about h...

We survived the ugly month of September. Now, what will happen in “ROCKtober,” historically the most volatile trading month of the calendar! Politics, wars, and the FED — which will affect our portfolios the most over the next 30 days. Join us for CB3LIVE! UPDATES’s monthly edition!

Will this September break the historical trend? Stocks look to close up for the month. Now we head into the most VOLATILE month of the calendar! What does this mean for your portfolio? Join us now!

The FED surprised many pundits — myself included — with a 50- rather than 25-basis-point Fed Funds rate cut.  Thursday, the market responded with lifetime highs in the DOWN & S&P 500.  Will the NASDAQ follow?  We’ll discuss it here!

Our Presidential candidates are talking word salad and animal-eating illegal immigrants! You cannot be serious, man!! Here’s my most caustic-to-date political commentary from the September CB3Live! Buckle your seatbelt.

September is with us and it looks like the markets are, so far, behaving accordingly. But have no fear, CB3 analysis is here! Get into the details of last week and look ahead to this week’s markets. Please don’t miss this episode.

Even though the monthly CB3LIVE! Update was just posted yesterday, Charles is back again today, Wednesday the 4th, after Tuesday’s market meltdown. He will discuss why the market plummeted and much more in this pertinent episode of CB3LIVE! Update.

Since 1950, September is the only month of the twelve that has had negative performance on average for almost the last 75 years. With an election in sixty days and the FED preparing to FINALLY cut rates, will 2024's September differ from its history? Charles will discuss all that and more in this pertinent episode of CB3LIVE! Update.

IRAs are a great retirement planning investment strategy? But which IRA is best for you? Is it possible to use two types of IRAs together? Charles answers those and more questions on this vital podcast