Estate planning is one of the most effective ways to ensure the efficient transfer of your hard-earned wealth to the next generation. While this area of wealth planning has always been important, the looming sunset of the estate tax exemption to roughly half its...
Strong equity market performance and overall decent economic growth characterized the first quarter of 2023, save for the unexpected banking crisis that emerged in March across the U.S. and Europe. Given this recent development, the Fed’s battle to combat inflation...
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...
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...
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...
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...
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...
Economic growth momentum rapidly eased during 2022’s second quarter as inflation pressures weighed on both consumer sentiment and spending. Now, as we move into the second half of the year, we continue to find ourselves having to navigate an environment characterized...
There was no shortage of uncertainty for investors to digest during the first quarter of 2022. Taking center stage was the war on the European continent - which is a shock that has yet to be fully understood in terms of its longer-term political, economic and market...
The year 2021 delivered several twists and turns as lingering impacts from COVID-19 led to a more turbulent economic recovery than anticipated. Despite reoccurring outbreaks during the summer and winter months, the US economy made great strides. We saw strong economic...
Both bond and equity markets have turned more skittish, and at these valuation levels they certainly should be. As we’ve highlighted all year, navigating this economic recovery will not be an easy task, yet we also have several reasons to be optimistic, which we...
Commentary Highlights: Most major indices posted positive returns during the second quarter. The equity markets represented by the S&P 500 (US equities) and MSCI ACWI (Global equities) indices posted second quarter returns of +8.5%, and +7.5%, respectively. Bond...