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...
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...
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...
“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...
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...
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...
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...
While there remains ongoing contention about the possibility of the U.S. entering a recession, several experts firmly believe that a downturn is indeed on the horizon. While some suggest that a potential downturn could emerge as early as next summer, others believe it...
On Monday, August 7, Moody's cut the credit ratings of 10 small and midsized banks by one notch and put six of the nation’s biggest lenders on notice, creating a tidal wave of concern over the health of the nation’s banking industry. In its evaluations, the credit...
We are pleased to announce that AlphaCore Wealth Advisory has been named among the 50 fastest-growing RIA firms of 2023 by Financial Advisor Magazine. In addition to this recognition, the publication also recognized AlphaCore as one of America’s Top RIAs, an annual...
Fox Business’s Claman Countdown turned to AlphaCore Wealth Advisory CEO and Founder Dick Pfister, CAIA, LIVE on Friday, June 30. Appearing in the Countdown Closer segment to give the last word at the end of the hour, Pfister gave viewers an inside look at market...
The Money Life with Chuck Jaffe podcast recently interviewed AlphaCore Wealth Advisory Chief Investment Strategist Eric Gerster, CFA, to tap into his three decades of experience and demonstrated success during fluctuating market cycles. He offered insights on...