CB3 Financial

CB3 LIVE! - Update. Ep. 4: ”Why Do You Pay Us?”

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 listen to this episode.

CB3 LIVE! - Update. Ep 3: ”A Day In The Life”

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.

CB3 LIVE! - Update. Ep. 2 - ”The Supreme Court Rules On The January 6th Trial Of Donald Trump”

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 immunity because the Presidents are still personally responsible for any felony acts they commit that were not in their official capacity as president. Listen to my market assessment this fascinating history-changing ruling!

CB3 LIVE! - Update. Ep 1: ”CB3 July Market Update & 2Q24 Review”

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 other influences have the tendency to rock the markets, as well.
Listen now!

Welcome to CB3 LIVE! - Update

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!
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