Siebert Financial Forms Alliance with Academy Veteran Bond ETF
Strategic Partnership: Siebert Financial has partnered with Academy Veteran Bond ETF to enhance investment solutions and financial literacy for U.S. service members and veterans.
Patriot Portfolio Inclusion: The partnership will see Academy's Veteran Bond ETF included in Siebert's new Patriot Portfolio, with targeted allocations in various advisory and investment programs.
Co-branded Initiatives: Siebert and Academy will collaborate on financial education and storytelling initiatives, including content for the podcast Tactical Wealth.
Media Projects: The firms plan to highlight veteran-owned companies in upcoming media projects with major streaming networks.
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About the author
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.
