The Wealth Alliance

09/07/2026

Happy Labor Day

The Wealth Alliance wishes everyone a Happy Labor Day! Today, we honor and celebrate the hard work, dedication, and contributions of the American workforce. Wishing you a safe, relaxing holiday with family and friends.

09/07/2026

Happy Labor Day

Happy Labor Day from all of us at The Wealth Alliance! Wishing you a safe and relaxing holiday with family and friends.

09/04/2026

President & Managing Director Eric Diton in Barron’s

Ahead of the August jobs report, President & Managing Director Eric Diton shared general market observations with Naomi Buchanan of Barron's on what Wall Street may be looking for from the data. In Eric's view, the market is looking for a goldilocks report, soft enough to ease pressure on the Federal Reserve, but not weak enough to raise broader concerns about the economy.

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



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

09/04/2026

Homeownership and Retirement Income

A recent Bankrate article looks at how home equity may factor into retirement planning, noting that Baby Boomer housing wealth reached a record $19.84 trillion at the start of 2026, according to Federal Reserve data. The article outlines various approaches involving home equity, including, including home equity loans, cash-out refinancing, and downsizing.

Read more: https://bit.ly/3nIXjVC



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

Older homeowners often don't take full advantage of home equity. Here are four ways to use equity in retirement.

09/02/2026

401(k) Rollovers and Retirement Savings

Workplace retirement plan rollovers to IRAs are common, but the decision is not always straightforward. A recent CNBC article looks at the potential trade-offs, including how investment fees in an IRA may be higher than those in an employer-sponsored plan and what that could mean for long-term savings. The article examines differences in plan fees, investment options, and other features that may factor into rollover decisions.

Read more: https://cnb.cx/4y7f9mB



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

Rollovers from 401(k)-type plans to IRAs are growing more common. But there are pros and cons.

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.