The Wealth Alliance

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...

10/16/2026

Medicare Part B Premium Rebate

A recent Kiplinger article looks at the one-time $90 Medicare Part B rebate announced on October 2, including eligibility requirements and when payments are expected to arrive. About 20.8 million beneficiaries are eligible, while those enrolled in Medicare Advantage or who pay the income-related monthly adjustment amount (IRMAA) do not qualify.

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



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

Are you getting $90 back on your Part B premiums? Here is a complete breakdown of who qualifies, who is excluded and when payments arrive.

10/14/2026

2027 Health Insurance Cost Estimates

A recent CNBC article highlights several projections pointing to higher health insurance costs in 2027. Employer health benefit costs are estimated to rise 8.2% per worker on average, the largest increase since 2003, while insurers participating in the ACA marketplace have proposed a median 15% increase in consumer premiums.

The article also notes that 59% of employers surveyed plan to make cost-cutting changes to health benefits next year, including higher deductibles.

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

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

Many consumers are likely on the hook for an increase of about 10% or more in 2027, experts said.

10/14/2026

President & Managing Director Eric Diton in The Wall Street Journal

President & Managing Director Eric Diton shared general market observations with The Wall Street Journal Paulo Trevisani about how the growing frequency of natural disasters may impact the credit risk associated with municipal bond offerings. He also shared his take on the importance of evaluating whether bond yields adequately compensate investors for the added risks in regions more susceptible to hurricanes, flooding and wildfires.

Read more: https://on.wsj.com/4B59bVv



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

10/13/2026

President & Managing Director Eric Diton Discusses AI & Earnings on Reuters Market Talk

President & Managing Director Eric Diton shared his thoughts on Reuters Market Talk with Alex Cohen about why equities have continued to move higher despite higher rates, elevated oil prices, and weak consumer confidence.

He pointed to strong corporate earnings growth, which he believes is coming largely from AI stocks and AI-related build out, and discussed how investor belief in AI may be supporting markets during periods of uncertainty.

Watch here: https://reut.rs/4AXj9bL



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

10/12/2026

12th Annual Angela's House Walk

The Wealth Alliance was honored to take part in the 12th Annual Angela's House at the Holtsville Ecology Center.

Angela's House is a Long Island nonprofit dedicated to supporting children with complex medical needs and their families through in-home care coordination and residential services.

Walking alongside our community was a meaningful reminder of the difference we can make when we come together to support local families.

Thank you to everyone at Angela's House for the work they do every day!

Learn more about Angela's House: https://bit.ly/4aNui1O