The Wealth Alliance

10/31/2026

Happy Halloween!

The Wealth Alliance wishes everyone a safe and fun Halloween. Whether you are handing out candy or heading out with family, we hope the evening is filled with fun and plenty of treats.

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

10/29/2026

CEO & Managing Director Robert Conzo in TheStreet

CEO & Managing Director Robert Conzo shared his insight with Mary Helen Gillespie at TheStreet following the Fed's decision to hold rates steady. He shared his thoughts on the Fed’s mission to remain independent as midterm elections approach,

Read more: https://bit.ly/4jNby9o



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

10/28/2026

Social Security Changes

For retirees who rely on Social Security as a primary source of income, potential changes to annual cost-of-living adjustments could have important implications for retirement planning.

CEO and Managing Director Robert Conzo shared his perspective with Alessandra Malito of MarketWatch in a recent article examining proposals that may change how Social Security benefits keep pace with inflation.

Read more: https://on.mktw.net/4kjHthU



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

10/28/2026

AdvisorHub CEO Summit

CEO and Managing Director Rob Conzo met with Tony Sirianni at the Sixth Annual AdvisorHub CEO Summit. The event brought together top financial advisors across the country to discuss pressing trends in wealth management.



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

10/26/2026

Meet the Newest Additions to Our Team!

We are pleased to welcome seven new members to The Wealth Alliance team! As our firm
continues to grow, we remain committed to providing the personalized service, dedication, and
expertise our clients deserve.

Please join us in welcoming:
● Giovanna Kiamos, Director of Human Resources
● Janet Cushey, Partnership Integration Specialist
● Anthony Scardino, Financial Analyst/Business Development
● Andrew Thomson, Operations Associate
● Joseph Panasci, Staff Accountant
● Somia Shah, Client Service Associate
● Tyler George, Financial Advisor Associate

Together, these new team members bring more than 40 years of combined experience across
accounting, financial planning, human resources, operations, and more. Their diverse
backgrounds and expertise will further strengthen our team and enhance the service we provide
to our clients.

Welcome to The Wealth Alliance!



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

10/23/2026

Survey: Investors on Stocks vs. Bonds

Bank of America's latest global fund manager survey, highlighted in a recent CNBC report, found that 37% of respondents would consider reallocating from equities to fixed income if the 10-year Treasury yield reached 6%. Another 14% identified 6.5% as their threshold, while 19% indicated that current yield levels are already high enough to prompt a shift into bonds.

Read more: https://cnb.cx/47mjMhm



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

Bank of America's October survey found 6% is the key 10-year Treasury yield level that could prompt investors to shift from stocks to bonds

10/21/2026

Retirement Income and Taxes

A recent Kiplinger article highlights common sources of retirement income that may be exempt from federal income taxes, including qualified Roth IRA and 401(k) withdrawals, certain municipal bond interest, life insurance proceeds, and portions of pension and Social Security payments.

The article also examines important tax considerations, including how municipal bond interest can affect the taxation of Social Security benefits and why state-level tax treatment may differ.

Read more: https://bit.ly/4sbO7ZB



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

Thankfully, not all the money you receive in retirement is subject to federal income tax.

10/20/2026

CEO & Managing Director Robert Conzo in Barron’s

CEO & Managing Director Robert Conzo shared his insights with Barron's on the AI stock rebound following last week’s selloff and why it may be too soon to determine the sustainability of the rally.

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



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

10/19/2026

Household Wealth and Income Trends

The Federal Reserve's latest Survey of Consumer Finances indicates inflation-adjusted median family net worth increased 2% between 2022 and 2025 to reach $215,900, alongside a 7% increase in median income to $82,200. Retirement plan participation also ticked up to 65%, while stock market participation dipped slightly from 58% to 56%.

Read more in USA TODAY: https://bit.ly/4jqbSuG



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

Americans' wealth rose at a far slower pace in recent years than during the pandemic. Median income and net worth are up, but so is credit card debt.

10/16/2026

The Wealth Alliance's October Market Update

In our October 2026 video, CEO Robert Conzo and President Eric Diton share general market observations around third-quarter earnings, weakening consumer confidence, the bond market, and historical trends in midterm election years.

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



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

October began with a mixed economic picture. Corporate earnings expectations remain elevated, yet consumer confidence has fallen to its lowest level in 12 years (Source: AAII). Despite positive economic indicators, consumers do not appear to be feeling the same optimism reflected in corporate earnin...