Thought Leadership
Expert Insights
Webinar Replay: The Role of Life Insurance in an Estate Plan
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...
2023 First Quarter Commentary: Economic Recap and Market Summary
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...
Dick Pfister on the CAIA Association’s Educational Alpha Podcast: How Alternative Strategies Help Diversify Financial Planning Objectives
In this episode of Educational Alpha, Chartered Alternative Investment Analyst (CAIA) Association CEO, Bill Kelly, interviews Dick Pfister, CEO of Alpha Core Wealth Advisory. Pfister, an inaugural member of the CAIA designation in 2005, discusses his background, the...
Citywire Announces AlphaCore’s Latest Merger Amidst Rising Demand for Alts Expertise
With traditional public investments feeling the continued impact of heightened market volatility, expertise and exposure to private investments are becoming increasingly important to RIAs and the families they serve. In this type of environment, AlphaCore Wealth...
AlphaCore Wealth Advisory Expands into Colorado with Merger of Denver-Based Johnston & Associates
Firm’s expansion yields increased resources and capacity to meet demand for a diversified investment approach combined with comprehensive wealth planning. AlphaCore Wealth Advisory, a wealth advisory firm based in San Diego, CA, announced today the merger with...
Webinar Replay – Finance 102: Practical Money Lessons
Last year, we provided an overview of budgeting, saving, investing and other financial basics during our special Finance 101 webinar. This year, AlphaCore Wealth Advisory Wealth Planner Troy Owens, CFP, returned to offer more lessons to help young people gain the...
Stephanie Williams in MoneyGeek: Advice for Rental Property Investors
Investing in a rental property can be a great way to generate an income that appreciates over time. However, experienced investors are not the only ones in the position to build wealth through rental properties. First-time rental property investors also have the...
AlphaCore Named a Finalist for Family Wealth Report Awards
We are pleased to announce that AlphaCore Wealth Advisory has been named a finalist for the 2023 Family Wealth Report Awards in the “Outstanding Contribution to Wealth Management Thought Leadership” category. As in previous years, the winners of the tenth annual...
SECURE Act 2.0
Hidden within the recent $1.7 trillion Omnibus spending bill is something that can directly impact your retirement. Dubbed the SECURE Act 2.0, an extension of the original SECURE Act signed into law in 2019, the comprehensive retirement security bill aims to improve...
2022 Year-End Commentary: A New Age for Diversification
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...
Citywire Announces AlphaCore’s Expansion to the East Coast
As the equity and bond markets continue their tough stretch, many advisors are turning to alternative asset classes to offer their clients the diversification necessary to protect their wealth. These investments can include private equity, private credit and real...
AlphaCore Acquires Magnolia Lane Financial Advisors
San Diego, CA --- AlphaCore Wealth Advisory, a leading wealth advisory firm based in San Diego, California, announced today the acquisition of Magnolia Lane Financial Advisors, a wealth advisory firm based in Greenwich, Connecticut with an office in Hilton Head, South...