CB3 Financial

Financial Commentary, Stock Market Updates, Educational Recordings, and 1-on-1 Interviews from CB3 Portfolio Manager Charles Brown, III (a.k.a. CB3)

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Episodes

Tuesday Sep 03, 2024

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.

Wednesday Aug 28, 2024

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

Wednesday Aug 21, 2024

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!

Sunday Aug 18, 2024

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!

Thursday Aug 15, 2024

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

Monday Aug 05, 2024

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 action and what could unfold as we head into this pivotal week. It’s an absolute can’t-miss episode.

Thursday Aug 01, 2024

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 podcast!
Artwork by Heidi Steiner: www.heidisteinerdesign.com

Monday Jul 29, 2024

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 direction for the end of summer, as we watch the huge inflow of news this week!
Artwork by Heidi Steiner: www.heidisteinerdesign.com

Sunday Jul 21, 2024

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.

Thursday Jul 18, 2024

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.

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