What the heck happened to NVDA and all the AI stocks on Monday?  And why did the market drop when the FED kept rates unchanged?  It’s all here for you!  LISTEN NOW!

The Republican president has taken the first steps toward fulfilling his vow of remaking a federal bureaucracy he believes was hostile to him during his 2017-2021 presidency, reassigning or firing hundreds of civil servants in simultaneous moves against a swath of agencies. 

How does this affect our portfolios TODAY?  LISTEN NOW!

As investors, we are much more interested in how politics leads to policy, policy that leads to investment opportunities.

On January 21, 2025, President Donald Trump announced a massive $500 billion private sector investment initiative called “Stargate,” aimed at developing artificial intelligence infrastructure in the United States. This ambitious project is a collaboration between three major tech players:

1.OpenAI, represented by CEO Sam Altman

2.Oracle, represented by co-founder and CTO Larry Ellison

3.SoftBank, represented by CEO Masayoshi Son

LISTEN as Charles explains the MANY investment opportunities emerging from this new American partnership!

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!

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!

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.

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!

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

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.

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!