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Expert Insights
SECURE Act 2.0
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...
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...
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...
Upcoming AlphaCore Webinar Featuring Blackstone: Top 10 Surprises for 2023
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...
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...
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...
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...