In this video, AlphaCore CEO and Founder Dick Pfister, CAIA, introduces Eric Byrnes, a former Major League Baseball player known for his energy and motivation. Eric played for several teams, including the Oakland A's, Rockies, Orioles, Diamondbacks and Mariners. He's...
The hedge fund and alternative strategies panel, moderated by Johann Lee, CFA, director of research at AlphaCore, highlights hedge fund and alternative asset managers. The panel primarily focuses on trend-following investing within managed futures strategies, known...
In this panel discussion on traditional assets, panelists dive into the complexities of the municipal bond market, highlighting the diverse nature of the more than 50,000 issuers - each characterized by its distinct credit profile. They note that credit conditions...
In this discussion, Eric Gerster, CFA, chief investment strategist at AlphaCore, introduces David Stubbs, managing director and senior investment strategist at Blackstone. David holds a Ph.D. in economics and previously worked for the U.K. government and the United...
For AlphaCore Wealth Advisory’s latest webinar, AlphaCore CEO Dick Pfister, CAIA, was joined by iCapital Chief Investment Strategist Anastasia Amoroso. As a regular contributor to esteemed financial programs, such as CNBC and Bloomberg, Amoroso frequently takes a...
Estate planning is one of the most effective ways to ensure the efficient transfer of your hard-earned wealth to the next generation. While this area of wealth planning has always been important, the looming sunset of the estate tax exemption to roughly half its...
Last year, we provided an overview of budgeting, saving, investing and other financial basics during our special Finance 101 webinar. This year, AlphaCore Wealth Advisory Wealth Planner Troy Owens, CFP, returned to offer more lessons to help young people gain the...
Date: Tuesday, January 24 Time: 10 a.m. PT / 1 p.m. ET Zoom Registration Link: Click Here 2022 proved to be a very challenging year for capital markets and resulted in dismal total returns for the 60/40 portfolio. Market dynamics reflected the transition from an era...
With the Federal Reserve rapidly raising interest rates to combat inflation, short-term lending has become very attractive relative to any time in recent history. High-quality municipal yields currently sit at levels not seen in over a decade, while relative...
On Wednesday, September 21, 2022, AlphaCore Wealth Advisory hosted a special event for our San Diego clients to celebrate the end of summer at the famed Petco Park. During this event, our valued clients got to cheer on the San Diego Padres for a victory against the...
With the vast amount of movement in the markets worldwide, AlphaCore Wealth Advisory recently hosted a very special multi-investment manager panel webinar. During this webinar, AlphaCore CEO Dick Pfister and Director of Research Johann Lee led a discussion...
With stocks and bonds down, inflation up and a potential recession looming, many investors are concerned about whether their wealth can be sustained or if they will have to work longer. AlphaCore Wealth Advisory Director of Research Johann Lee, CFA, and...