CB3 Financial

Record highs in the S&P, NASDAQ, and Russell—yet rising geopolitical tension and a market that refuses to reward strong earnings. In this week’s CB3 Financial update, portfolio manager Charles Brown breaks down the disconnect between market performance and underlying risk.

With 88% of companies beating earnings expectations, oil volatility tied to the Strait of Hormuz, and uncertainty surrounding Federal Reserve leadership and ...

In this week’s episode, Charles Brown of CB3 Financial breaks down the forces driving today’s volatile markets. With geopolitical tensions in the Middle East pushing oil prices and uncertainty higher, investors are navigating one of the most challenging stretches in recent weeks.

Charles explains how the war in Iran, crude oil fluctuations, and control of the Strait of Hormuz are shaping global markets. He also dives into key econo...

In this episode of the CB3 Financial Weekly Podcast, we break down a turbulent week in the markets and what it means for investors. With rising geopolitical tensions, swings in crude oil prices, and uncertainty surrounding interest rates and Federal Reserve leadership, volatility has taken center stage.

We discuss how portfolio managers adapt during uncertain times, why defense and risk management are critical in investing, and how...

In this week’s CB3 Financial Weekly Podcast update, we break down a landmark Supreme Court ruling that strikes down the administration’s sweeping tariff authority and the rapid White House response that followed. We unpack what the decision means for markets, federal revenue, and ongoing trade uncertainty.

Fourth quarter GDP comes in at just 1.4 percent, well below expectations, reigniting concerns about slowing growth, inflation p...

This week, the markets are about to face a reality check. With global equities surging and major milestones being reached, a delayed wave of economic data is finally arriving. The January jobs report drops Wednesday, followed by CPI on Thursday, setting the stage for a pivotal moment for investors.

In this episode of the CB3 Financial Weekly Podcast, we break down what the upcoming employment and inflation data could mean for inter...

January delivered gains—but beneath the surface, the market was anything but calm. In this week’s CB3 Market Update, portfolio manager Charles Brown breaks down the crosscurrents driving early-year volatility, from narrowing mega-cap leadership to sharp moves in rates, gold, and silver.

More importantly, Charles explains the strategic upgrades made to CB3’s Capital Growth (CG) and Growth & Income (GI) programs. Learn why CB3 ha...

This week could define the quarter. The Magnificent Seven report earnings in rapid succession as investors focus on AI spending, revenue growth, and whether Big Tech’s dominance is built to last. Microsoft and Meta are expected to deliver blockbuster results, Tesla faces its toughest setup yet, and Apple’s iPhone demand and leadership turnover are under the microscope.

Add in a heavy slate of blue chip earnings, the Fed’s first pol...

In this week’s CB3 Financials Weekly, portfolio manager Charles Brown breaks down the latest non farm payroll report and explains why the headline number tells only part of the story. While job growth slowed in December, key labor market signals suggest the economy is not sliding backward.

Charles walks through sector level job trends, wage growth, youth unemployment concerns, and what all of this could mean for Federal Reserve pol...

Welcome to the first CB3 Financials Weekly Podcast of 2026. We open the year by breaking down three major forces setting the stage for markets in the months ahead.

The S&P just wrapped up its third straight year of double digit gains, with strong performances from the Dow and Nasdaq driven largely by AI and big tech. But what does that momentum mean as we enter a midterm election year?

In this episode, we cover the political an...

November delivered plenty of drama and almost no reward. After a sharp sell off fueled by stretched AI valuations, doubts about data center spending, and anxiety over the Fed’s next move, the month clawed its way back to finish barely positive—one of the weakest Novembers in a quarter century.

In this episode of the CB3 Financial Weekly Podcast, we break down what really happened beneath the surface. From the S and P’s last minute ...

This episode examines a surprisingly rough November — a month that historically ranks as one of the strongest for equities, yet in 2025 sits among the worst in over two decades. Charles Brown walks through the drivers behind the downturn, including valuation pushback in AI, defensive rotations, and rapidly shifting expectations for the Federal Reserve’s December meeting.

We explore how the Fed’s divided outlook on rate cuts is impa...

November is acting more like October this year—volatile, unpredictable, and full of tension. In this episode of the CB3 Financial Weekly Podcast, we break down the recent market turbulence, the sharp pullback in tech stocks, and the fragile balance between optimism and fear. Will this month’s weakness give way to a year-end rally, or are we headed for a deeper correction?

Host Charles Brown explores:

• The tech-heavy NASDAQ’s w...

In this week’s episode of the CB3 Financial Weekly Podcast, we unpack the October market landscape — where early-month momentum gives way to fatigue, and investors seek refuge in safe havens. Despite worries about the U.S. government shutdown, small-cap bank credit stress, and delayed economic data, the S&P 500, Dow, and Nasdaq all managed to close the week in the green. Join us as we explore why resilience still defines Wall S...

Wall Street charged into October with record highs across the Dow, S&P 500, and Russell 2000—despite a government shutdown that leaves investors without critical economic data. The NASDAQ slipped as Tesla and tech stocks lost momentum, but AI and semiconductors remain the bright spots, with Nvidia topping a staggering $4.5 trillion market cap.

In this week’s CB3 Financial podcast, we unpack:

• Why markets shrugged off weak ...

Markets defied history in September, closing the month with rare gains despite its reputation as the worst month of the year. But with new tariffs on pharmaceuticals, furniture, and heavy trucks, sector volatility is already stirring—and October, the most volatile month on record, is right around the corner.

In this week’s CB3 Financial Weekly Podcast update, we break down:

• Why September’s bullish streak caught pundits off gu...

In this client update, we explain why CB3 is transitioning custody to Charles Schwab and what it means for you. After five months of due diligence across four major custodians, Schwab stood out for simple login consolidation, true householding, and 24/7 human support. You will get commission free stock and ETF trading, low cost options at 65 cents per contract, strong execution with frequent price improvement, and a polished mobile...

This week on the CB3 Financial Podcast, Portfolio Manager Charles Brown unpacks a volatile but historic stretch for Wall Street. Major indices surged to fresh highs before pulling back, while the “Magnificent Seven” tech giants crossed an unprecedented $20 trillion in market cap. Consumer sentiment plunged, inflation ticked up to 2.9%, and markets now price in a near-certain Fed rate cut. Charles examines Powell’s balancing act, se...

Markets soared to fresh all-time highs before stumbling into the holiday weekend. In this week’s CB3 Financial Update, Charles Brown breaks down the rally and reversal, explores why September is historically the toughest month for investors, and shares insights on tech stock volatility, gold’s recovery, and the Federal Reserve’s path on interest rates. From the S&P 500 crossing 6,500 to hints of rate cuts ahead, this episode un...

In this week’s CB3 Financial Weekly Update, Charles Brown unpacks an extraordinary week for U.S. equities. The Dow hit its first record close of 2025, powered by tech giants, AI, and broadening market momentum. We break down the forces behind the rally, from small-cap strength to megacap tech dominance.

Beyond Wall Street, the Trump–Putin summit in Alaska captured global headlines, while Fed Chair Jerome Powell’s Jackson Hole speec...