The Wealth Alliance

06/24/2026

Social Security Timeline

A new analysis from the Penn Wharton Budget Model released on June 11, 2026 suggests Social Security's retirement trust fund could remain solvent until February 2033, slightly later than the Social Security Administration's recent projection of late 2032.

While the updated forecast provides a bit more time, researchers note that significant changes may still be needed to address the program's long-term funding gap.

Read more via CNBC: https://www.cnbc.com/2026/06/16/social-security-trust-funds-wharton-analysis.html



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

Social Security's retirement trust fund may dry up in February 2033, according to a new report from the Penn Wharton Budget Model shared exclusively with CNBC.

06/24/2026

CEO & Managing Director Robert Conzo in Financial Planning

CEO & Managing Director Robert Conzo shared general insights with Zoe Sagalow of Financial Planning on Social Security strategies that may be relevant for some high-net-worth individuals.

He discussed trends such as Social Security benefits and funding life insurance policies for estate planning purposes.

Read more: https://www.financial-planning.com/news/a-contrarian-social-security-strategy-for-the-ultrawealthy



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

06/23/2026

CEO & Managing Director Robert Conzo in MarketWatch

CEO & Managing Director Robert Conzo recently shared general market observations with Frances Yue of MarketWatch about oil prices and ongoing geopolitical uncertainty as of June 22, 2026.

He discussed trends across increased gasoline prices since the Iran conflict began, as well as consumer perceptions of inflation as market participants continue to monitor Federal Reserve commentary.

Read more: https://www.marketwatch.com/livecoverage/stock-market-today-dow-s-p-500-investors-us-iran-peace-talks-brent-crude-declines/card/oil-prices-may-be-cooling-but-the-peace-trade-still-looks-fragile-wealth-alliance-UKrGQZSn7TLYVaLNRNpe



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

06/22/2026

CEO Robert Conzo in Financial Planning

CEO & Managing Director Robert Conzo shared general observations with Zoe Sagalow of Financial Planning about how clients and advisors may approach Social Security uncertainty, generational differences in how clients view the program's future, and planning strategies that may help reduce reliance on Social Security as a primary retirement income source.

Read more: https://www.financial-planning.com/news/what-social-security-uncertainty-means-for-wealthy-clients



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

06/21/2026

Happy Father’s Day!

The Wealth Alliance wishes all of the fathers, grandfathers, and father figures a wonderful day filled with gratitude and time with loved ones.

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

06/19/2026

Honoring Juneteenth

For those who sought freedom and dignity among all communities, we take this moment to recognize the importance of justice and equality.

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

06/19/2026

CEO & Managing Director Robert Conzo in TheStreet!

Following the June 17, 2026 FOMC meeting decision that saw interest rates left unchanged, CEO & Managing Director Robert Conzo shared general market observations with Mary Helen Gillespie at TheStreet, which included Warsh’s announcement of new Federal Reserve task forces.

Robert also spoke on trends across how AI may impact data efficiency and the quality of data-gathering sources.

Read more: https://www.thestreet.com/fed/fed-warsh-era-kicks-off-with-big-surprise-no-one-saw-coming



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

06/18/2026

CEO Robert Conzo in CNBC

CEO and Managing Director Robert Conzo shared his perspective with Sean Conlon of CNBC on oil prices, inflation, and the market outlook following the Federal Reserve's first meeting under Chair Kevin Warsh. Read more: https://www.cnbc.com/2026/06/17/stock-market-today-live-updates.html



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

06/18/2026

The Wealth Alliance's June Market Update is Here!

In our June 2026 video, CEO Robert Conzo and President Eric Diton share general market observations for the month ahead. Topics include the June 12, 2026 SpaceX IPO and what it may mean for public market investors, the stronger-than-expected May 2026 jobs report, shifting Fed rate expectations, AI-driven semiconductor performance, and broadening market leadership across emerging markets and infrastructure.

Watch here: https://thewealthalliance.com/spacex-ipo-strong-labor-data-and-ai-driven-market-dynamics-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

June 2026 has arrived with the upcoming initial public offering (IPO) of SpaceX, Elon Musk’s private space and satellite company, expected on June 12, 2026 (Source: Yahoo Finance). At an IPO valuation of approximately $2 trillion and proceeds estimated near $75 billion, this surpasses previous rec...

06/17/2026

Retirement Expenses

A recent GOBankingRates article examines monthly expenses retirees may want to consider when building their individual retirement plans. The piece highlights areas such as travel and hobby spending, financial assistance for family members, rising homeowner insurance and property taxes, car repair costs, out-of-pocket medical expenses, and long-term care. Speaking with a financial advisor may help long-term retirement planning.

Read more: https://www.gobankingrates.com/saving-money/budgeting/what-retirees-often-say-didnt-factor-monthly-expenses/



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

What are some budget line items retirees overlook?