Thought Leadership
Expert Insights
AlphaCore Wealth and Callan Capital Combine Forces, Launching AlphaCore Family Office Services
The strategic partnership expands multi-generational family office capabilities across different client segments La Jolla, CA – March 25, 2025 – AlphaCore Wealth Advisory ("AlphaCore"), an independent registered investment advisory firm, announced today its...
Invest in Women, Invest in the Future
At AlphaCore, we aim to help our clients gain the confidence they need to be great investors. This month, we celebrate the women who are taking charge of their financial futures. Women control over one-third of U.S. household financial assets, with projections...
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...
AlphaCore Wealth Advisory Expands Southern California Presence Through Merger with enTrust Wealth Advisors
AlphaCore continues to execute on its long-term growth strategy, adding new talent and resources. La Jolla, CA, January 30, 2025 – AlphaCore Wealth Advisory ("AlphaCore"), an independent registered investment advisory (RIA) firm, announced today its partnership with...
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...
An AlphaCore Conversation: Phil Wickham on Innovation & the Future of Venture Capital
https://vimeo.com/1047194045?share=copy In this focused discussion, AlphaCore's Managing Director, Venture Capital Dave Engel, and Phil Wickham, Founder and General Partner of Sozo Ventures and emeritus Executive Chairman of the Kauffman Fellows, examine the evolution...
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...
Eric Gerster In The News: Advisors’ Reactions to the 2024 Election Results
As 2024 Election Day results unfold, the wealth management industry is closely examining how changes in Washington, D.C. could affect everything from market dynamics to tax policies and regulatory landscapes. Historically, the...
Madeline Hume in the News: Index Funds vs Mutual Funds
What are the key differences between index funds and actively managed mutual funds? For each, there are distinct characteristics and suitability for different investors. In simple terms, index funds are passively managed and try to match the performance of market...
Dick Pfister in the News: Retirement Planning in 2024: Diversity in Investments Needed
"Despite the potential downsides, alternative strategies’ ability to generate positive returns or at least minimize losses during market downturns can be particularly valuable. This is especially true for retirees who rely on their portfolios for income and need...
Dick Pfister in the News: RIA Edge Podcast
AlphaCore’s Founder & CEO, Dick Pfister, joins WealthManagement.com’s RIA EdgePodcast with host David Armstrong to discuss the firm’s unique investment approach and growth journey. Dick shares insights from his early experiences in the financial industry, the...