Siebert Financial Expands Strategic Partnership with Newsmax
Siebert Financial (SIEB) announced an expanded strategic partnership with Newsmax (NMAX). As part of the initiative, Siebert professionals will appear in a dedicated financial segment on American Agenda, providing viewers with insight on the markets, the economy, wealth planning, corporate finance and other investment themes. In addition, Siebert has launched a national advertising campaign across Newsmax and Newsmax 2, with a large-scale investment.
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Siebert Financial Reports FY2024 Highlights
- Revenue Growth: Siebert Financial reported FY2024 revenue of $94.2 million, reflecting a 12.3% year-over-year increase, indicating the company's robust performance and growth potential in the market.
- Surge in Lending Revenue: Stock borrow/loan revenue soared by 51% to $29 million, compared to $19.2 million in 2024, highlighting increased activity in capital market operations and enhanced profitability.
- Decline in Operating Income: Operating income fell to $5.6 million from $17.5 million in 2024, primarily due to investments in new business lines and technology initiatives, which exerted short-term pressure on profitability despite revenue growth.
- Increase in Retail Customer Net Worth: Retail customer net worth rose by 9% to $19.5 billion, up from $18 billion at the end of 2024, demonstrating the company's success in attracting and retaining clients, thereby strengthening its competitive position in the market.
Trump Receives Positive Stock Market Impact from Jobs Report, Sort Of.
- Economic Ambitions: President Trump may see a positive impact on one of his key economic goals due to a stronger-than-expected jobs report for January.
- Disappointment Ahead: Despite the positive jobs report, Trump is likely to face disappointment regarding another economic ambition.
U.S. Stock Market Eyes Upcoming Earnings Reports
- Earnings Outlook: Next week, earnings reports from tech giants Alphabet and Amazon are highly anticipated, especially after Microsoft's report led to a 10% stock drop despite beating expectations, indicating a shift in investor scrutiny towards profitability and growth metrics.
- Job Cuts and Efficiency: Amazon announced a restructuring that will eliminate 16,000 jobs, adding to the 14,000 cuts made in October, resulting in a 10% reduction in its corporate and tech workforce, with CEO Andy Jassy emphasizing that AI-driven efficiency gains will significantly impact operational costs moving forward.
- Labor Market Insights: A crucial jobs report is set to be released next Friday, alongside the Job Openings and Labor Turnover Survey (JOLTS), providing investors with insights into the labor market, particularly after the Fed indicated an improving economic outlook, which may alter interest rate expectations.
- Government Shutdown Risks: The market is also wary of a potential partial government shutdown, as a planned Senate vote on funding has stalled, despite a strong January performance; this uncertainty could lead to increased volatility, prompting investors to remain cautious in their strategies.
Social Media Influencers Can Amass Wealth: A Financial Advisor's Guide to Money Management.
Career Transition: Natasha Howe transitioned from a marketing role to wealth management after participating in a cold-calling campaign for Siebert Financial.
Current Role: At 31, she is now a vice president at Siebert, managing her own client portfolio from the Miami headquarters.
Client Base: Approximately 30% of her clients are corporate employees dealing with equity compensation and forgotten 401(k)s, alongside retail investors and social-media influencers.
Growth in Influence: Howe's client base includes a growing segment of social-media influencers, reflecting a shift in how wealth management is approached.
Earnings Season Remains Focused on AI and Big Tech, But This Trend Won't Endure.
Earnings Growth: The largest tech stocks are expected to drive the majority of earnings growth in the upcoming reporting season, as indicated by Bank of America analysts.
Market Contributions: A broader array of companies is anticipated to contribute to market gains in 2026, reflecting a stable economy.
Investor Behavior: Investors are likely to move away from riskier artificial intelligence investments as the market evolves.
Economic Outlook: The overall economic stability is seen as a key factor influencing both earnings and market performance in the near future.
Retail Investors Surge in 2025, Buying Over $3 Billion in Stocks
- Rise of Retail Investors: In 2025, retail investors showcased remarkable market adaptability by net buying over $3 billion in equities during market pullbacks, contributing to a 21% surge in the S&P 500 since April 2, highlighting their growing significance in the market.
- Shift in Investment Strategy: Retail investors shifted their focus from individual stocks to ETFs in 2025, particularly the SPDR Gold Shares (GLD), which saw inflows surpassing the total of the last five years, reflecting strong demand for gold and confidence in the market.
- Market Responsiveness: Following Trump's tariff announcement, retail investors quickly capitalized on the downturn by buying in, resulting in their portfolios achieving better profit-to-loss ratios than many institutional investors, demonstrating their keen grasp of market dynamics.
- Improved Investor Sophistication: With more young investors entering the market, retail trading volume surged over 50% in 2025 compared to last year, indicating a significant enhancement in decision-making and market understanding among retail investors, gradually changing Wall Street's perception of them.
Siebert Financial Reports FY2024 Highlights
- Revenue Growth: Siebert Financial reported FY2024 revenue of $94.2 million, reflecting a 12.3% year-over-year increase, indicating the company's robust performance and growth potential in the market.
- Surge in Lending Revenue: Stock borrow/loan revenue soared by 51% to $29 million, compared to $19.2 million in 2024, highlighting increased activity in capital market operations and enhanced profitability.
- Decline in Operating Income: Operating income fell to $5.6 million from $17.5 million in 2024, primarily due to investments in new business lines and technology initiatives, which exerted short-term pressure on profitability despite revenue growth.
- Increase in Retail Customer Net Worth: Retail customer net worth rose by 9% to $19.5 billion, up from $18 billion at the end of 2024, demonstrating the company's success in attracting and retaining clients, thereby strengthening its competitive position in the market.
Trump Receives Positive Stock Market Impact from Jobs Report, Sort Of.
- Economic Ambitions: President Trump may see a positive impact on one of his key economic goals due to a stronger-than-expected jobs report for January.
- Disappointment Ahead: Despite the positive jobs report, Trump is likely to face disappointment regarding another economic ambition.
U.S. Stock Market Eyes Upcoming Earnings Reports
- Earnings Outlook: Next week, earnings reports from tech giants Alphabet and Amazon are highly anticipated, especially after Microsoft's report led to a 10% stock drop despite beating expectations, indicating a shift in investor scrutiny towards profitability and growth metrics.
- Job Cuts and Efficiency: Amazon announced a restructuring that will eliminate 16,000 jobs, adding to the 14,000 cuts made in October, resulting in a 10% reduction in its corporate and tech workforce, with CEO Andy Jassy emphasizing that AI-driven efficiency gains will significantly impact operational costs moving forward.
- Labor Market Insights: A crucial jobs report is set to be released next Friday, alongside the Job Openings and Labor Turnover Survey (JOLTS), providing investors with insights into the labor market, particularly after the Fed indicated an improving economic outlook, which may alter interest rate expectations.
- Government Shutdown Risks: The market is also wary of a potential partial government shutdown, as a planned Senate vote on funding has stalled, despite a strong January performance; this uncertainty could lead to increased volatility, prompting investors to remain cautious in their strategies.
Social Media Influencers Can Amass Wealth: A Financial Advisor's Guide to Money Management.
Career Transition: Natasha Howe transitioned from a marketing role to wealth management after participating in a cold-calling campaign for Siebert Financial.
Current Role: At 31, she is now a vice president at Siebert, managing her own client portfolio from the Miami headquarters.
Client Base: Approximately 30% of her clients are corporate employees dealing with equity compensation and forgotten 401(k)s, alongside retail investors and social-media influencers.
Growth in Influence: Howe's client base includes a growing segment of social-media influencers, reflecting a shift in how wealth management is approached.
Earnings Season Remains Focused on AI and Big Tech, But This Trend Won't Endure.
Earnings Growth: The largest tech stocks are expected to drive the majority of earnings growth in the upcoming reporting season, as indicated by Bank of America analysts.
Market Contributions: A broader array of companies is anticipated to contribute to market gains in 2026, reflecting a stable economy.
Investor Behavior: Investors are likely to move away from riskier artificial intelligence investments as the market evolves.
Economic Outlook: The overall economic stability is seen as a key factor influencing both earnings and market performance in the near future.
Retail Investors Surge in 2025, Buying Over $3 Billion in Stocks
- Rise of Retail Investors: In 2025, retail investors showcased remarkable market adaptability by net buying over $3 billion in equities during market pullbacks, contributing to a 21% surge in the S&P 500 since April 2, highlighting their growing significance in the market.
- Shift in Investment Strategy: Retail investors shifted their focus from individual stocks to ETFs in 2025, particularly the SPDR Gold Shares (GLD), which saw inflows surpassing the total of the last five years, reflecting strong demand for gold and confidence in the market.
- Market Responsiveness: Following Trump's tariff announcement, retail investors quickly capitalized on the downturn by buying in, resulting in their portfolios achieving better profit-to-loss ratios than many institutional investors, demonstrating their keen grasp of market dynamics.
- Improved Investor Sophistication: With more young investors entering the market, retail trading volume surged over 50% in 2025 compared to last year, indicating a significant enhancement in decision-making and market understanding among retail investors, gradually changing Wall Street's perception of them.
