CB3 Financial

People work all their lives to make money. When they retire, they want their money to work for them. Thus, an important question is: “How much can you withdraw from your nest egg on an annualized basis and still feel reasonably certain you’ll be able to meet your retirement income objectives?” That’s exactly the topic of this informative episode!

It was a week of great earnings, plummeting volatility, and a week of performance that hasn’t been seen since November 2023! Was this week’s market rocket ship an anomaly, or does this strength look to defy history, leading us into a strong AUG/SEP period of outperformance? Join us!

There’s a very specific methodology we use to both buy and sell stocks. Arguably, it’s way, way more important to know when to SELL a stock than it is to know when to BUY it — emotionally and mathematically, The SELL side is more difficult than entrances. Learn more about that in this compelling episode! Artwork by www.heidisteinerdesign.com

Sunday night, August 4th, the overseas markets opened very weak after the U.S. markets had traded strongly down Friday afternoon. That weakness followed through into Monday’s U.S.A. market session. What has changed to cause this current market downturn? Is this sell-off short-lived, or will this market behavior last into the Autumn? This episode will focus almost solely on the current portfolio ac...

Have you ever wondered why sometimes the major stock market indicators — The Dow, the S&P, and NASDAQ — do not move in synchronicity? Each index has its own preponderance of assets, and when those assets do not move in sync with other asset classes, then we see bifurcation. The important question is this: how does bifurcation help — or hurt — your stock market performance? Find out on today’s...

Last Wednesday, we had the worst market performance day since mid-2022! Does that mean Charles is moving our clients to some cash? Find out now! Then, the FED meets this week with a rate-cut decision on Wednesday afternoon, and a large number of stocks report 2Q earnings. How will these events affect the markets this week? Join Charles on his Monday podcast for insights on the markets’ possible di...

Joe Biden withdrew from the 2024 Presidential Race earlier today. The overseas futures markets open higher — for now. What would a “Contested Convention” do to spook investor confidence this coming week? We’ll take a look at that and much more on tonight’s update.

How is the stock market today after yesterday's drudging of the technology stocks? Is this the end of the bull market with such a vicious down day? CB3's answer and more on today's update.

This is my interview with Tom Basso, Part Two of Two, on his new book: "The All-Weather Trader." In a never-before-heard interview, Tom describes his 18-month research on writing "The All-Weather Trader." His fifty years of trading are thoroughly explored in this second 60-minute interview. You can watch this interview on YouTube at: https://www.youtube.com/watch?v=BmH99SZrmo8

Tom Basso on his new book: "The All-Weather Trader." In a never-before-heard interview, Tom describes his 18-month research on writing "The All-Weather Trader." His fifty years of trading are thoroughly explored in this 90-minute interview. A second interview with the two of us is scheduled for early May. That interview will cover chapters 12 to the end of the book. You can watch this interview on...

Charles Brown of CB3 Financial interviews Julius De Kempenaer, the inventor of Relative Rotation Graphs, a.k.a. RRGs. Julius talks about the history of the indicator and how Registered Investment Advisors across the world are using their tool to help their clients make money. You can watch this interview on YouTube at: https://www.youtube.com/watch?v=r8lZz6Y4PNI

We are all stunned and horrified at the attempted assassination of former President Donald Trump. As your portfolio manager, here are my thoughts just prior to the US Markets open on Monday, July 15th.

Karan is a senior member of the product team driving innovation at Toggle AI. Toggle is an AI-powered investing copilot that revolutionizes financial decision-making by combining the ease of natural language with institutional-grade analytics. You can watch this interview on YouTube at: https://youtu.be/LPknrRHpYmc?si=wQsc7yF3c4ZB4Ym8

The internet, our e-mail accounts, and all our electronic devices that are connected to the internet can be great blessings in our lives. But, what happens when these same tools are perpetrated by cyber criminals intent on doing harm to us, stealing money from us, or impersonating our identity. Enter the Cyber Solution Engineers who create and maintain products to help us keep our internet identit...

Do you ever wonder why your portfolio performance might vary from what I state as the benchmark at CB3 Financial? This seldom happens except and this is a big exception, except in the first year. This exception you might guess is called first year variance. I’ll explain it all on this this important podcast for those of you that are clients who have just begun with this and not been with us yet a...

What happened in the first week of July in the markets? Several influences set the stage for the rest of the month. Tune in as Charles readies you for the monthly CB3LIVE! this Thursday night at 7 pm CDT!

July 4th, also known as Independence Day, commemorates the adoption of the Declaration of Independence by the Continental Congress on July 4, 1776. This pivotal moment marked the formal separation of the American colonies from Great Britain, laying the foundation for the United States as an independent nation. Pause with Charles for a couple minuted to reflect on our 248th birthday as a nation!

The American flag, adopted June 14, 1777, by the Continental Congress, was designed to represent our new union of the thirteen original states. The thirteen stripes symbolize the original colonies, while the stars represent the states in the union. The colors of the flag—red for valor and bravery, white for purity and innocence, and blue for vigilance, perseverance, and justice—are also symbolic....

While it’s true that every financial person needs to get paid for the work they do, what is it exactly that you’re paying your professional financial manager to do? Does your portfolio manager trade on your behalf or outsource that to another firm? Do they create a financial plan so that you can track this plan and stay in sync with your future goals? You’ll know these answers and more after you l...

Have you ever wondered what it’s like to be a portfolio manager for a day? Or, have you ever wondered what it is your own portfolio manager does to earn his fee from you?? Charles walks through a day and then a week of his job life so you can better understand how he helps build your wealth.

Today’s 6-to-3 ruling by the Supreme Court on the landmark case determining whether Donald Trump was personally liable for January 6 behavior was finally decided: the Court found that Presidents --- ANY U.S. President -- are completely immune from prosecution after they have left office for any decisions they made in their capacity as President of the United States . SCOTUS deemed it limited immun...

Charles Brown, III, (CB3) introduces this new financial and market commentary series: CB3 Live! — Update. This episode begins by discussing the market’s performance year to date in 2024 and looks ahead to the rest of the year. In what is almost certainly to be a volable year for the markets, watch now as we consider this huge presidential election coming up. The Federal Reserve, inflation and othe...

Charles Brown III, CMT aka CB3... Brings you weekly updates on stock trends, how he's investing your portfolio, healthcare trends, employment data, the Federal Reserve, AI and MORE! SUBSCRIBE to get notified as soon as an update is posted!