In my 30+ years of experience as a portfolio manager, I have learned that investors highly value, clarity, calmness, and confidence in those who manage their portfolios. Investors want and need to know that they are on the right track with their portfolio — in easy times and in challenging times. In the height of the financial crisis, I began the Fireside Chats in 2008. Those continued until COVID hit in early 2020. Now, after a 3 1/2 year break, the live Fireside Chats are back! I can’t wait to see all of you share what we’re doing at CB3 Financial to bring you the very best risk-adjusted returns possible. CB3 strategies have been razor sharpened and risk tolerances have been significantly refined.

I’ll see you for the simulcast of my monthly CB3LIVE! YouTube show with a live audience “Fireside Chat” September 21, 2023 at 7pm!