The Wealth Alliance

09/01/2026

CEO & Managing Director Robert Conzo in TheStreet

CEO & Managing Director Robert Conzo shared general market observations with Mary Helen Gillespie of TheStreet following Federal Reserve Chairman Kevin Warsh’s Jackson Hole speech.

Robert discussed recent PCE and CPI readings and shared his perspective on whether they show sustained improvement in underlying inflation trends. He also spoke about the relationship between financial markets and Federal Reserve policy expectations, including the potential for each to influence the other when assessing broader economic conditions.

Read more: https://bit.ly/4wWHDP2



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

08/31/2026

Celebrating Our Team as Summer Comes to a Close!

As summer winds down, we took time to enjoy an evening together. We are grateful for the people who make our team so special, and for the energy and passion they bring every day.

We are also thankful for our clients and the relationships we have built. We are looking forward to a busy and exciting fall and everything ahead in 2026!

#2026

Important disclosures: https://bit.ly/3mbVpPA

08/31/2026

CEO Robert Conzo in MarketWatch

CEO and Managing Director Robert Conzo shared his thoughts with Hannah Pedone of MarketWatch on key themes stemming from Nvidia's earnings call, including the global reach of its AI infrastructure investments. Read more: https://on.mktw.net/4gwIS1a



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

08/28/2026

CEO & Managing Director Robert Conzo in Kiplinger

CEO & Managing Director Robert Conzo shared with Karee Venema of Kiplinger the key themes emerging from Nvidia’s latest earnings report, such as global AI growth and a growing pool of capital supporting AI infrastructure investments.

Read more: https://bit.ly/4gx5KgY



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

08/28/2026

Retirement Confidence Remains a Concern

Nearly half of American workers doubt they will ever fully retire, according to Thrivent’s 2026 Retirement Expectations Survey. The findings noted that 47% of workers surveyed doubt they will be able to retire completely, while 36% expect to continue earning income in retirement.

The results highlight how retirement timelines and income needs may look different from person to person, reinforcing the value of having a financial plan that can adjust as circumstances change.
Read more in USA TODAY: https://bit.ly/3U9wMna



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

Nearly half of working Americans doubt they'll ever be able to fully retire, a new survey finds.

08/27/2026

CEO & Managing Director Robert Conzo Talks Nvidia in Bloomberg

CEO & Managing Director Robert Conzo shared his general market observations with Ryan Vlastelica of Bloomberg on why Nvidia's earnings could be a key barometer for AI infrastructure spending. He also shared his thoughts on broader signals investors may be watching for regarding health and pace of the AI buildout.

Read more: https://bloom.bg/4zErMad



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

08/26/2026

2027 Social Security COLA Estimate

The Senior Citizens League notes the latest estimate for the 2027 Social Security cost-of-living adjustment (COLA) is 3.6%, down from its previous 3.8% projection as inflation moderates. A recent article from Money looks at what is driving the change and how upcoming inflation data may factor into the final adjustment. The Social Security Administration is expected to announce the official 2027 COLA on October 14.

Read more: https://bit.ly/46dc0FP



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

New inflation data pushed 2027 Social Security COLA estimates lower, but the increase could still top this year’s adjustment.

08/26/2026

President & Managing Director Eric Diton in The Daily Upside

President & Managing Director Eric Diton shared general market observations with Quinn Waller of The Daily Upside on why risk-averse investors may be holding more cash amid equity volatility, market uncertainty, and questions around the return on investment of the AI buildout.

Read more: https://bit.ly/4xoH3L0



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

08/25/2026

Chief Executive Officer & Managing Director Rob Conzo on Schwab Network

CEO and Managing Director Rob Conzo recently shared general market observations with Nicole Petallides on Schwab Network, on the impact of rising Treasury yields and mixed economic reports, and shared his insight on shift away from the traditional 60/40 portfolio toward alternatives such as private credit, private real estate, and infrastructure funds.

Watch here: https://bit.ly/4wJhdjz



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

08/25/2026

CEO & Managing Director Robert Conzo Talks Markets in CNBC

CEO and Managing Director Robert Conzo shared his general market observations with Sean Conlon of CNBC about the market's summer slowdown, upcoming inflation data, and the outlook for earnings growth. He also shared his perspective on what continued strong earnings could mean for equities heading into the fall.

Read more: https://cnb.cx/46jVgwJ



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