CB3 LIVE! - Update

By: Charles Brown III
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  • Summary

  • Stock market and financial updates from Portfolio Manager Charles Brown, III
    Charles Brown, III
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Economics Personal Finance
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Episodes
  • CB3 LIVE! - Update: "CB3 & Bowley - Two Money Managers Discuss The Markets!"

    CB3 LIVE! - Update: "CB3 & Bowley - Two Money Managers Discuss The Markets!"
    Nov 18 2024

    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
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    25 mins
  • CB3 LIVE! - Update. Ep 28: "Post-Election Insights"

    CB3 LIVE! - Update. Ep 28: "Post-Election Insights"
    Nov 8 2024

    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.
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    8 mins
  • CB3 LIVE! - Update. Ep 27: "Portfolio Manager OR Wealth Manager?"

    CB3 LIVE! - Update. Ep 27: "Portfolio Manager OR Wealth Manager?"
    Oct 31 2024

    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!
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    3 mins

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