Thought Leadership

Expert Insights

Webinar Replay: The Role of Life Insurance in an Estate Plan

Webinar Replay: The Role of Life Insurance in an Estate Plan

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...

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2022 Year-End Commentary: A New Age for Diversification

2022 Year-End Commentary: A New Age for Diversification

Last year was an extremely challenging year for capital markets and will surely be remembered as one of the worst periods of wealth destruction since the Great Financial Crisis of 2008, with stocks and bonds cumulatively losing a record $36 trillion. Markets shifted...

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Challenges and Opportunities in Today’s Bond Market

Challenges and Opportunities in Today’s Bond Market

With the massive shake-up in bond markets this year, we wish to highlight the impact of interest rate moves and share our take on bond opportunities going forward. Both inflationary surprises and resulting aggressive rate hikes by the Fed weighed heavily on the bond...

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Can Your Financial Plan Withstand High Inflation?

Can Your Financial Plan Withstand High Inflation?

The summer’s market rally may have briefly buoyed investor confidence, but hopes of a full recovery were quickly dashed by August and September’s higher-than-expected inflation prints. Both the headline consumer price index (CPI), as well as core CPI, which excludes...

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2022 Third Quarter Commentary: The Gloves Are Off

2022 Third Quarter Commentary: The Gloves Are Off

Coming off another quarter of decline, the US economic outlook remains dismal. As the Federal Reserve forged ahead in its fight against inflation with additional rate increases, financial markets faltered in the face of depressed demand. As previously detailed, there...

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Webinar Replay: Where Do We Go From Here? A Macro Outlook

Webinar Replay: Where Do We Go From Here? A Macro Outlook

 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...

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2022 First Quarter Commentary: Don’t Fight the Fed

2022 First Quarter Commentary: Don’t Fight the Fed

There was no shortage of uncertainty for investors to digest during the first quarter of 2022. Taking center stage was the war on the European continent - which is a shock that has yet to be fully understood in terms of its longer-term political, economic and market...

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