Hidden within the recent $1.7 trillion Omnibus spending bill is something that can directly impact your retirement. Dubbed the SECURE Act 2.0, an extension of the original SECURE Act signed into law in 2019, the comprehensive retirement security bill aims to improve...
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Citywire Announces AlphaCore’s Expansion to the East Coast Amid Rising Demand for Access to Alternatives
As the equity and bond markets continue their tough stretch, many advisors are turning to alternative asset classes to offer their clients the diversification necessary to protect their wealth. These investments can include private equity, private credit and real...
AlphaCore Wealth Advisory Expands to the East Coast with Acquisition of Magnolia Lane Financial Advisors
San Diego, CA --- AlphaCore Wealth Advisory, a leading wealth advisory firm based in San Diego, California, announced today the acquisition of Magnolia Lane Financial Advisors, a wealth advisory firm based in Greenwich, Connecticut with an office in Hilton Head, South...
AlphaCore Named Among the Fastest-Growing Private Companies in San Diego County
We are pleased to announce that AlphaCore Wealth Advisory has been honored as one of the fastest-growing private companies in San Diego County of 2022 by the San Diego Business Journal. Earning the number 4 position, this marks the third year that AlphaCore has been...
Johann Lee in FundFire: The Current State of the Liquid Alts Space
As the traditional asset allocation of 60% stocks and 40% bonds has left many investors lacking in downside protection, investors have increasingly added liquid alternatives to their asset allocation mix. Leading the pack in inflows for the third quarter of the year...
AlphaCore CEO on Fox Business Discussing Inflation: Potential Areas to Invest and Avoid
Once a market behemoth, Apple now may be facing headwinds. To learn more about why investors may want to beware of this tech titan, Fox Business’s Claman Countdown turned to AlphaCore Wealth Advisory CEO and Founder Dick Pfister, CAIA, LIVE on Friday, November 4,...
AlphaCore CEO Dick Pfister in The Washington Post: The Impacts of the Economy on Investors
This year’s third quarter was a difficult one for investors. The U.S. Federal Reserve announced another aggressive rate hike to tame inflation, all three major indices are down at least 21 percent for the year and a recession appears more fathomable by the week. While...
Johann Lee in FundFire: Liquid Alts Experience a Sales Bump in Managed Futures
As interest rates, inflation, geopolitical tensions and equity market volatility continue to escalate, investors are increasingly turning to alternatives to mitigate risk in their portfolios. Among the types of liquid alts strategies attracting investors is managed...
AlphaCore Wealth Advisory Hosts Client Event at Petco Park | Padres vs. Cardinals
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...
AlphaCore CEO Dick Pfister in MoneyGeek: How to Find Affordable Life Insurance
Life insurance can be one of the best investments you can make for your loved ones as it provides them financial protection when you are no longer around. However, with monthly premiums ranging from $18 to $365, selecting the right policy can be a daunting task....
AlphaCore CEO Dick Pfister in U.S. News & World Report: How the Inflation Reduction Act Impacts Retirees
The Inflation Reduction Act of 2022 is a widespread bill that covers health care, climate change and taxes, and it also provides many benefits for retirees. To learn more about how the Inflation Reduction Act may impact older Americans, U.S. News & World Report...
AlphaCore CEO Dick Pfister in The Economist: Private Markets Are Primed to Go Mainstream
As more individual investors search for new ways to achieve diversification in our volatile market environment, alternative investing, specifically in private equity, is becoming an essential part of portfolio allocation. According to The Economist, in the span of...