Thought Leadership
Expert Insights
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...
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...
Webinar Replay | Women & Wealth: Leading with Confidence
https://vimeo.com/928524162?share=copy In celebration of Women's History Month, AlphaCore Wealth Advisory hosted the webinar Women and Wealth: Leading with Confidence. AlphaCore’s Madeline Hume, CFA® and Stephanie Williams, CAIA®, alongside renowned Retirement Expert,...
Troy Owens in the News: What is the 25x Rule for Retirement Savings?
Expertise plays a crucial role in successfully navigating the complex landscape of financial preparation within retirement planning, where knowledgeable decision-making can significantly impact long-term financial security. AlphaCore Wealth Planner Troy Owens was...
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...
Webinar Replay | Ahead of the Curve: Proactive Tax and Estate Planning for Business Owners
AlphaCore Wealth Advisory recently hosted a webinar focused on Tax and Estate Planning for Business Owners. During the session, Jim Johnston, Senior Wealth Advisor, and Wealth Planners Ethan Schmidt and Troy Owens explored the intricate landscape of state and federal...
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...