As the first quarter of 2024 concludes, the rise of the U.S. stock market has become a focal point, both in the headlines and financial discussions. The S&P 500 has seen an impressive 10.6% gain year to date, prompting investors to consider the implications of...
Drawing from over 25 years of expertise in wealth advisory and financial services, Dick Pfister, CAIA®, the CEO and Founder of AlphaCore Wealth Advisory, emerges as a pioneer in the field of alternative investments. The Money Tree podcast recently interviewed Dick to...
Gold has a storied track record as a safe haven asset that stretches back centuries. Investors have long flocked to it for its defensive characteristics in times of volatility; recently, its reputation as a potential inflation hedge has also buffed its shine. For the...
After a challenging start to the final quarter of the year, markets surged to life with the Fed announcing at least three planned rate cuts in 2024. The robust finish left most traditional asset classes with strong returns for 2023, surprising even the bulls, as many...
Several economic data points and policy news may have spooked investors into pausing their bid for risk during the third quarter, as risk assets seemed to reverse their strong positive performance trend. This past quarter also reminded investors of the unique...
Despite rapidly tightening lending conditions, equity market performance during Q2 2023 remained surprisingly robust, possibly marking the end of the corporate earnings recession that began in late 2021. Conversely, Q2 performance across other asset classes, such as...
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...
Strong equity market performance and overall decent economic growth characterized the first quarter of 2023, save for the unexpected banking crisis that emerged in March across the U.S. and Europe. Given this recent development, the Fed’s battle to combat inflation...
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...
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...
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...
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...