The Wealth Alliance

06/02/2026

President & Managing Director Eric Diton in MarketWatch

President & Managing Director Eric Diton recently shared general market observations with Frances Yue of MarketWatch on what has been driving the market's rebound since March 30, 2026, including the continued strength of the AI trade and the more volatile energy trade.

He also shared his perspective on market concentration trends, noting that a relatively small group of large-cap companies appeared to lead much of the market's recent advance.

Read more: https://www.marketwatch.com/livecoverage/stock-market-today-dow-jones-s-p-500-nasdaq-near-record-highs-us-iran-peace-deal/card/biggest-stocks-drive-market-rebound-since-march-31-as-ai-trade-rolls-on-the-wealth-alliance-9NumxDjlo03f5aTTUXn8



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

06/01/2026

Social Security COLA Forecast for 2027

Early projections suggest the Social Security cost-of-living adjustment for 2027 may be higher than this year's 2.8% increase. A recent article from TheStreet reports that the Senior Citizens League has raised its 2027 COLA estimate to 3.9%, citing April inflation data. The official adjustment will be determined using inflation data from July through September and is expected to be announced by the Social Security Administration in October.

Read more: https://www.thestreet.com/retirement/seniors-just-got-huge-news-regarding-social-security-payments



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

The news comes as higher costs have hit those on a fixed income hard.

06/01/2026

President & Managing Director Eric Diton in Bloomberg

Space stocks tumbled after a Blue Origin rocket exploded, diminishing the hype that has built around the sector. President & Managing Director Eric Diton shared his perspective with Arvelisse Bonilla Ramos of Bloomberg on what the incident means for investors. He says "when a setback like this happens, which could extend the timeline on future launches, and thus extend the timeline on future profitability, many momentum investors will sell first and then ask questions later."

Read more: https://www.bloomberg.com/news/articles/2026-05-29/space-stocks-hype-gets-reality-check-with-blue-origin-blowup



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

05/29/2026

President & Managing Director Eric Diton in Bloomberg

Ford is rallying to its best monthly gain since the financial crisis, driven by investor excitement around its energy storage business and how it could benefit from the AI boom. President & Managing Director Eric Diton recently shared his observations on the rally with Jordan Fitzgerald of Bloomberg, noting that "energy storage is not a far stretch for Ford given its EV business.

Read more: https://www.bloomberg.com/news/articles/2026-05-29/ford-stock-set-for-best-month-since-financial-crisis-on-ai-rally



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

05/29/2026

Charitable Giving for Retirees

A recent CNBC article discusses a proposed bipartisan bill that could allow retirees to make qualified charitable distributions directly from 401(k)s. Under current law, retirees who want to use 401(k) funds for a QCD must first roll the money over to an IRA. Legislation aims to eliminate this step. Read more: https://www.cnbc.com/2026/05/18/401k-charitable-donations.html

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

Under current law, qualified charitable distributions — which are available to people age 70 1/2 — can only be made from individual retirement accounts.

05/27/2026

Active Retirement and Taxes

An active retirement lifestyle may have tax implications. A recent Kiplinger article highlights how part-time work, volunteering and health-related spending strategies could affect your taxable income, Social Security taxes and Medicare premiums. It also discusses how existing HSA balances could be used for qualified medical expenses in retirement.

Read more in Kiplinger: https://www.kiplinger.com/taxes/the-new-retirement-math-active-lifestyle-and-lower-taxes



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

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

05/26/2026

President & Managing Director Eric Diton in TheStreet!

President & Managing Director Eric Diton recently shared general market observations with Mary Helen Gillespie at TheStreet regarding the Federal Reserve’s current “higher for longer” stance on interest rates as of May 26, 2026, inflationary pressures from energy shocks and Trump’s tariffs, and more.

He also discussed Kevin Warsh’s new role as Fed Chair and perspective on AI-driven efficiencies, as well as how an end to the Iran conflict may impact monetary policy in the future.

Read more: https://www.thestreet.com/fed/investors-drop-bold-fed-rate-cut-signal-to-new-fed-chair-kevin-warsh



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

05/26/2026

President & Managing Director Eric Diton in Bloomberg!

President & Managing Director Eric Diton recently shared general market observations with Arvelisse Bonilla Ramos of Bloomberg ahead of the SpaceX IPO, including what this may mean for smaller space stocks more broadly.

He noted that individual space-focused companies may need to prove their competitive advantage once the excitement settles.

Read more: https://www.bloomberg.com/news/articles/2026-05-22/musk-s-latest-venture-givesspace-stocks-their-own-tesla-surge



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

05/25/2026

Memorial Day

Today, we honor the men and women who gave their lives in service to our country. The Wealth Alliance wishes everyone a safe and reflective Memorial Day.

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

05/22/2026

A Proposed Cap on Social Security Benefits

A recent proposal from the Committee for a Responsible Federal Budget would place a cap on Social Security benefits for certain higher-income retirees, including a proposed $100,000 annual limit for married couples and $50,000 for single filers at the program’s normal retirement age.

As outlined in a recent GOBankingRates article, the proposal has not been enacted and remains part of the broader discussion surrounding Social Security’s long-term funding outlook.

Read more: https://www.gobankingrates.com/retirement/social-security/looming-six-figure-limit-social-security-what-retirees-must-do-now/



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

What a proposed cap could mean for retirees.