CB3 Financial

September is with us and it looks like the markets are, so far, behaving accordingly. But have no fear, CB3 analysis is here!

Get into the details of last week and look ahead to this week’s markets. Please don’t miss this episode.

Even though the monthly CB3LIVE! Update was just posted yesterday, Charles is back again today, Wednesday the 4th, after Tuesday’s market meltdown. He will discuss why the market plummeted and much more in this pertinent episode of CB3LIVE! Update.

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.

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

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!

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!

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

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.

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

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