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  • CB3 LIVE - Update. Ep 32: "The Art of the Deal and the CB3LIVE! Show Preview"

    CB3 LIVE - Update. Ep 32: "The Art of the Deal and the CB3LIVE! Show Preview"
    2025/01/13

    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!

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    5 分
  • CB3 LIVE - Update. Ep 31: "January Market Outlook and CB3LIVE! Show Preview"

    CB3 LIVE - Update. Ep 31: "January Market Outlook and CB3LIVE! Show Preview"
    2025/01/03

    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!
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    6 分
  • CB3 LIVE! - Update. Ep 30: "How Do You Read Your Brokerage Statement?"

    CB3 LIVE! - Update. Ep 30: "How Do You Read Your Brokerage Statement?"
    2024/12/09

    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.
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    6 分
  • CB3 LIVE! - Update. Ep: 29: "November Wrap Up / December Outlook"

    CB3 LIVE! - Update. Ep: 29: "November Wrap Up / December Outlook"
    2024/12/03

    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!
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    8 分
  • CB3 LIVE! - Update: "CB3 & Bowley - Two Money Managers Discuss The Markets!"

    CB3 LIVE! - Update: "CB3 & Bowley - Two Money Managers Discuss The Markets!"
    2024/11/18

    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!

    https://youtu.be/bqzLgoMRlcQ
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    25 分
  • CB3 LIVE! - Update. Ep 28: "Post-Election Insights"

    CB3 LIVE! - Update. Ep 28: "Post-Election Insights"
    2024/11/08

    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.
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    8 分
  • CB3 LIVE! - Update. Ep 27: "Portfolio Manager OR Wealth Manager?"

    CB3 LIVE! - Update. Ep 27: "Portfolio Manager OR Wealth Manager?"
    2024/10/31

    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!
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    3 分
  • CB3 LIVE! - Update. Ep 26: "Teach Your Children Well"

    CB3 LIVE! - Update. Ep 26: "Teach Your Children Well"
    2024/10/24
    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!
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    3 分