Episodes

Thursday Oct 24, 2024
Thursday Oct 24, 2024
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, the way many of us did to generate our wealth.
That single lesson is a start of what to convey. Charles will discuss this principal and more in a very important podcast for young investors!

Monday Oct 21, 2024
Monday Oct 21, 2024
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!

Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
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 this emotional and very important discussion on managing grief as an portfolio manager.

Sunday Oct 13, 2024
Sunday Oct 13, 2024
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 how to elevate your own personal health and wellness, please SUBSCRIBE to The Trippi Coaching Podcast wherever you get your podcasts!
Check out Andrea's - FREE DOWNLOAD: "The 7 Day Reset For The Busy Woman"
https://pages.coachandreatrippi.com/guide-1
Trippi Coaching: www.trippicoaching.com
Tommy Else - Personal Trainer: https://www.facebook.com/TommyElsePT
Music by Professor Kliq: www.professorkliq.com
Artwork by: www.heidisteinderdesign.com

Thursday Oct 03, 2024
Thursday Oct 03, 2024
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!

Monday Sep 30, 2024
Monday Sep 30, 2024
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!

Friday Sep 20, 2024
Friday Sep 20, 2024
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!

Friday Sep 13, 2024
Friday Sep 13, 2024
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.

Monday Sep 09, 2024
Monday Sep 09, 2024
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.

Wednesday Sep 04, 2024
Wednesday Sep 04, 2024
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.