The Wealth Alliance

07/17/2026

CEO Robert Conzo on Inflation and the Economy

On Reuters Market Talk with Lisa Bernhard, CEO & Managing Director Robert Conzo shared general market observations on the June CPI print, resilient earnings and retail sales data, and the labor market. He also shared his take on where interest rate policy may be headed if current trends hold.

Watch more: https://www.reuters.com/video/watch/idRW796614072026RP1/?chan=markets-now



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

07/17/2026

A Memorable Day on the Green

President & Managing Director Eric Diton recently attended the Blackstone Financial Advisor Golf Event, where he had the chance to meet professional golfer Tommy Fleetwood.

One highlight from the day? Eric showed Tommy his signature putting technique, and the two spent a few moments talking through it on the green. Safe to say, it was a memorable day for any golf fan.



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

07/16/2026

President & Managing Director Eric Diton on Schwab Network

President & Managing Director Eric Diton recently shared general market observations with Diane King Hall on Schwab Network about the rotation out of semiconductor stocks and into mega-cap technology names, rising concentration in AI-related stocks across major indexes, and recent increases in margin debt as of July 16, 2026.

He also shared his take on the importance of staying diversified across small-cap, mid-cap, and international markets.

Watch here: https://schwabnetwork.com/video/diton-don-t-overload-on-tech-stocks-volatile-2h26-leading-to-strong-2027



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

07/16/2026

CEO Robert Conzo on News12 Long Island

CEO and Managing Director Robert Conzo joined News 12 Long Island to discuss key considerations for a mid-year financial checkup. He highlighted the value of reviewing retirement, home improvement and education savings goals and the importance of financial literacy lessons for children. He also addressed the value of working with a team of professionals to help coordinate a financial plan.

Watch here: https://longisland.news12.com/mid-year-financial-check-up



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

07/16/2026

CEO Robert Conzo on Reuters Market Talk!

CEO & Managing Director Robert Conzo joined Lisa Bernhard on Reuters Market Talk to discuss bank earnings as of July 14, 2026, the K-shaped economy, and rising auto loan delinquencies. He also shared general market observations on how continued strain on lower- and middle-income borrowers could weigh on bank lending going forward.

Watch here: https://www.reuters.com/video/watch/idRW796814072026RP1/?chan=markets-now



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

07/15/2026

The Wealth Alliance's July Market Update is Here!

In our July 2026 video, CEO Robert Conzo and President Eric Diton share general market observations for the month ahead. Topics include the market's second-quarter rebound, the widening performance gap between semiconductor and software stocks, broadening market leadership, renewed geopolitical tensions in the Middle East, and what upcoming inflation and economic data could mean for markets.

Watch here: https://thewealthalliance.com/strong-second-quarter-ai-divergence-and-a-k-shaped-economy-shaping-the-current-outlook/



Educational Purposes Only. Not personalized advice. Past performance is not indicative of future results. Views may change without notice. Disclosures: https://bit.ly/3mbVpPA

Markets closed out the second quarter of 2026 with notable strength as major indices recovered from the market bottom reached on March 30, 2026, following the outbreak of the Iran conflict at the end of February (Source: CNBC). This recovery may be, in part, a benefactor of timing surrounding the Ma...

07/15/2026

New Research on Social Security's Funding Outlook

New research from George Mason University's Mercatus Center, highlighted by CNBC, examines how delaying Social Security reform could affect government borrowing, interest rates and the broader economy if the program's retirement trust fund reaches its projected depletion date in late 2032 without legislative action.

The research notes that delaying reforms may increase fiscal risks and add pressure to Treasury markets as policymakers weigh options for the program's long-term funding.

Read more: https://www.cnbc.com/2026/07/08/social-security-trust-fund-depletion.html



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

Social Security's trust fund that helps pay retirement benefits is projected to run out in late 2032. New research finds that may pose serious economic risks.

07/13/2026

Giving Back to Our Community

The Wealth Alliance was honored to present a donation to Civil Air Patrol at Republic Airport on July 3 in support of its mission to serve communities through emergency services, disaster relief, search and rescue, and youth leadership programs.

We're proud to support organizations that make a meaningful difference across our communities.

Learn more: https://groupliny.cap.gov/



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

07/13/2026

President & Managing Director Eric Diton in MarketWatch!

President & Managing Director Eric Diton shared his general observations on the value of mid-year financial reviews for retirees with Alisa Wolfson of MarketWatch. Eric noted that changes in markets, inflation and expenses throughout the year could affect a retirement plan significantly, and that a mid-year check-in may help advisors better understand each client’s specific needs.

Read more: https://www.marketwatch.com/picks/heres-when-you-should-talk-to-your-adviser-but-probably-arent-catch-small-problems-before-they-become-expensive-ones-1112dc3a



Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

07/10/2026

Tax Considerations for Seniors

A recent GOBankingRates article examines several tax considerations that may be available to older adults. The piece covers topics including an enhanced standard deduction for those 65 and older, the Tax Credit for the Elderly or Disabled, conditions under which Social Security benefits may not be subject to federal income tax, and a Medicare premium deduction that may be applicable for some self-employed retirees. Tax situations vary by individual.

Read the full article here: https://www.gobankingrates.com/taxes/deductions/lesser-known-tax-breaks-seniors-can-use-to-maximize-refunds/

Educational purposes only. Not personalized advice. Important disclosures: https://bit.ly/3mbVpPA

Here are a few lesser-known rules to reduce your tax bill.