Thought Leadership
Expert Insights
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...
AlphaCore Wealth Advisory Expands Denver Presence Through Merger with All Season Financial Advisors
New Partnership Brings Additional Expertise and Resources to Support a Growing Client Base in Colorado La Jolla, CA, October 16 2024 - AlphaCore Wealth Advisory (“AlphaCore”), a California-based, SEC registered investment adviser (RIA) firm, announced today the merger...
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...
Webinar Replay | Election Economics: From Polls to Portfolios
https://vimeo.com/995293009?share=copy Thank you to everyone who attended our recent webinar, Election Economics: From Polls to Portfolios. Tony Crescenzi, Portfolio Manager and Marketing Strategist at PIMCO, joined AlphaCore’s Eric Gerster, CFA®, Chief Investment...
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,...
Webinar Replay | Meet The Manager: Life Science and Biotech Investing with Red Tree Capital
https://vimeo.com/981634695?share=copy EXCLUSIVE ACCESS. QUALIFIED PURCHASERS ONLY. Please note: This webinar replay requires a password to view. Please reach out to your advisor or email us for access. Thank you to everyone who attended our latest Meet the Manager...
Webinar Replay | Meet The Manager: Invenomic Capital Management
https://vimeo.com/video/953000522?share=copy EXCLUSIVE ACCESS Please note: This webinar replay requires a password to view. Please reach out to your advisor or email us for access. Thank you to everyone who attended our latest Meet the Manager webinar, where we were...
Webinar Replay | Meet the Manager: O’Shaughnessy Asset Management, LLC
https://vimeo.com/941451482/6f32c018d4?share=copy EXCLUSIVE ACCESS Please note: This webinar replay requires a password to view. Please reach out to your advisor or email us for access. AlphaCore Wealth Advisory recently hosted a Meet the Manager webinar featuring...