CB3 Financial

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. Pause with Charles for a moment on July 4th as he reflects on our beloved American Flag.

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.

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 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!

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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