Thought Leadership
Expert Insights
AlphaCore Wealth Advisory Welcomes Constellation Wealth Capital as Strategic Investor
AlphaCore Wealth Advisory ("AlphaCore”), an independent wealth advisory firm with a national footprint, is pleased to announce that Constellation Wealth Capital (“CWC”) has become a strategic investor in the company. This significant development marks the first...
Wealth Planning Unleashed: Blending Alternatives with Traditional Strategies
With more than 25 years of experience in wealth advisory and financial services, AlphaCore Wealth Advisory CEO and Founder Dick Pfister, CAIA®, stands out as a genuine trailblazer in the realm of alternative investments. Pfister recently sat down with Anastasia...
Johann Lee in FundFire: Examining the Disconnect in the Liquid Alts Space
At AlphaCore Wealth Advisory, we believe incorporating liquid alternatives into the asset allocation mix can help investors build the well-diversified portfolios they need to shield their wealth against market downturns. This approach paid off for like-minded liquid...
Wealth Summit Replay: Eric Byrnes Keynote
In this video, AlphaCore CEO and Founder Dick Pfister, CAIA, introduces Eric Byrnes, a former Major League Baseball player known for his energy and motivation. Eric played for several teams, including the Oakland A's, Rockies, Orioles, Diamondbacks and Mariners. He's...
Wealth Summit Replay: Manager Panel – Hedge Funds & Alternative Strategies Panel
The hedge fund and alternative strategies panel, moderated by Johann Lee, CFA, director of research at AlphaCore, highlights hedge fund and alternative asset managers. The panel primarily focuses on trend-following investing within managed futures strategies, known...
Wealth Summit Replay: Manager Panel – Traditional Assets
In this panel discussion on traditional assets, panelists dive into the complexities of the municipal bond market, highlighting the diverse nature of the more than 50,000 issuers - each characterized by its distinct credit profile. They note that credit conditions...
Wealth Summit Replay: David Stubbs Keynote
In this discussion, Eric Gerster, CFA, chief investment strategist at AlphaCore, introduces David Stubbs, managing director and senior investment strategist at Blackstone. David holds a Ph.D. in economics and previously worked for the U.K. government and the United...
2023 Third Quarter Commentary: Economic Recap & Market Summary
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...
Dick Pfister on Real Assets Adviser Podcast: How RIAs Can Effectively Add Alternatives to Client Portfolios
“The last ten years isn’t going to look like the next ten years…” – AlphaCore CEO Dick Pfister In the past, investors could rely on a conventional 60/40 portfolio to achieve diversification. However, in today’s world, Federal Reserve policies, unyielding equity market...
AlphaCore Named Among the Best Places to Work in San Diego for Second Consecutive Year
We are excited to announce that AlphaCore Wealth Advisory has been named among San Diego Business Journal’s Best Places to Work for the second consecutive year, ranking #5 out of the 100 establishments honored by this publication. Our team is the foundation of our...
Johann Lee in FundFire: Why Increased Outflows in Liquid Alts Should Not Deter Investors
After a tough start to the year, the liquid alternatives sector experienced another decline in assets and a contraction in the number of funds available in the second quarter. What is the reason behind the continued drain in the liquid alts space? FundFire turned...
Johann Lee in NerdWallet: Will the Fed Pilot the Economy into a Soft Landing?
In economics, a "soft landing" occurs when a central bank, like the U.S. Federal Reserve, raises interest rates to control inflation without causing a recession. This is currently the goal of the Fed after its aggressive campaign, comprising 11 rate raises in the past...