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 !

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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!

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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!

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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.

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This video is private.

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Donald Trump has been described as a “wrecking ball” across multiple domains during his second presidential term, with significant actions targeting various institutional and policy areas:
Climate and Environmental Policy
Trump is taking aggressive steps to dismantle climate action, including:
• Vowing to stop new wind turbine construction
• Planning to withdraw from the Paris Climate Agreement
• Gutting environmental regulations
• Rolling back Biden’s clean energy legislation

We’ll touch on many of these topics. JOIN US!

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As we step into 2025, let us reflect on the remarkable achievements of 2024 and explore the opportunities that lie ahead. With a new administration taking office on January 20th, significant developments are anticipated that could shape the market landscape. Here is our CB3 outlook for the year.

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2024 was quite an eventful year for the USA and the markets. Charles will review what influenced the terrific performance from the markets and our CB3 SMAs. Then, he will anticipate what could be in store for investors as Donald Trump (re-)takes the White House. Bring your questions and curiosity for this season-ending episode!

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Move over, Grover! There is a new split-term U.S. President! Tonight’s episode will extensively cover what’s ahead for the U.S. and the markets with the re-election of Donald J. Trump.

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We survived the ugly month of September. Now, what will happen in “ROCKtober,” historically the most volatile training month of the calendar? Politics, wars, and the FED: which will affect our portfolios the most over the next 30 days. Join us for CB3LIVE!

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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!

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The internet, our e-mail accounts, and all our electronic devices that are connected to the internet can be great blessings in our lives. But, what happens when these same tools are perpetrated by cyber criminals intent on doing harm to us, stealing money from us, or impersonating our identity. Entry the Cyber Solution Engineers who create and maintain products to help us keep our internet identities protected. Join Charles and John Fatten, Solutions Engineer with SentinelOne Corporation, as they converse on the many aspects of Cyber security and how each of us can better protect ourselves against those who would harm us in the connected cyberspace world in which we all live.

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Charles Brown interviews Karan Kumar of Toggle AI!

Karan is a senior member of the product team driving innovation at Toggle AI. Toggle is an AI-powered investing copilot that revolutionizes financial decision-making by combining the ease of natural language with institutional-grade analytics.

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Charles Brown of CB3 Financial interviews Julius De Kempenaer, the inventor of Relative Rotation Graphs, a.k.a. RRGs.

Julius talks about the history of the indicator and how Registered Investment Advisors across the world are using their tool to help their clients make money.

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This video is my interview with Tom Basso, Part Two of Two, on his new book: "The All-Weather Trader." In a never-before-heard interview, Tom describes his 18-month research on writing "The All-Weather Trader." His fifty years of trading are thoroughly explored in this second 60-minute interview.

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