This past Wednesday after US stock markets were closed, President Trump announced his long-awaited tariff plan. The scope and breadth of the announcement shocked everyone and led to a substantial two-day selloff in U.S. and global equities. After Friday’s close, the...
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Market Outlook | Insights from Our CIO
Recent market movements have raised questions, and like many investors, you may be wondering what’s driving these changes. To help provide clarity, our Chief Investment Officer, Eric Gerster, breaks down key market updates and economic factors in our latest...
2024 Fourth Quarter Commentary: Economic Recap and Market Summary
THE YEAR THE 20S ROARED Download Commentary | Watch the Highlights The economic picture over 2024 was that of a maturing but healthy cyclical expansion, propelled by productivity gains and accented by an election that will likely have a material influence over fiscal...
2024 Fourth Quarter Commentary: Economic Recap and Market Video
COMMENTARY...
Beyond Standard Moves: Your 2025 Strategy Guide
At AlphaCore, we believe true alpha can emerge from spotting opportunities others might miss. While most investors focus on routine year-end moves, we're seeing unique possibilities to enhance your comprehensive wealth picture. Today's Opportunities While many follow...
2024 Third Quarter Commentary: Economic Recap and Market Summary
The First Cut Is The Deepest Download Commentary Last month, AlphaCore welcomed our clients, investment partners and other esteemed guests to La Jolla for our second annual Wealth Summit. The event’s timing was auspicious, occurring just 24 hours after the Fed’s hotly...
2024 Second Quarter Commentary: Economic Recap and Market Summary
Sweet Dreams are Made of Themes Who are we to disagree? Download Commentary Summer 2024 is heating up and so too is the stock market. Continuing its ascent, the S&P 500 gained +4.3% during the quarter and +15.3% in the year-to-date (YTD) through June 30,...
2024 First Quarter Commentary: Economic Recap and Market Summary
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...
Dick Pfister Featured on the Money Tree Investing Podcast
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...
The Golden Question: Can Gold Stabilize Your Investment Portfolio
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...
Win More by Losing Less
It is often said that the only constant is change. This simple adage can be applied to nearly every aspect of our lives, and especially our financial lives. Over the past few years, we’ve been riding an economic roller coaster, at times treacherous enough to unnerve...
2023 Fourth Quarter Commentary: Economic Recap & Market Summary
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...