Thought Leadership
Expert Insights
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...
Webinar Replay: Muni-Bond Opportunities with PIMCO
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...
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,...
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...
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...
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...
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...
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...