Thought Leadership
Expert Insights
Eric Gerster on The National Desk: Moody’s Credit Downgrades Spark Concerns Over Banking Sector Health
On Monday, August 7, Moody's cut the credit ratings of 10 small and midsized banks by one notch and put six of the nation’s biggest lenders on notice, creating a tidal wave of concern over the health of the nation’s banking industry. In its evaluations, the credit...
AlphaCore Named Among Financial Advisor Magazine’s Fastest-Growing RIAs of 2023
We are pleased to announce that AlphaCore Wealth Advisory has been named among the 50 fastest-growing RIA firms of 2023 by Financial Advisor Magazine. In addition to this recognition, the publication also recognized AlphaCore as one of America’s Top RIAs, an annual...
Webinar Replay – Yield Opportunities: Adding Income from Rising Rates
Are you content with earning a 5% yield on Treasury bills while grappling with a 4% inflation rate? In our current macro environment, we believe you shouldn’t be. Instead, there is an opportunity to uncover untapped, lucrative opportunities in your portfolio. It's now...
2023 Second Quarter Commentary: Economic Recap & Market Summary
Despite rapidly tightening lending conditions, equity market performance during Q2 2023 remained surprisingly robust, possibly marking the end of the corporate earnings recession that began in late 2021. Conversely, Q2 performance across other asset classes, such as...
AlphaCore CEO Dick Pfister on Fox Business: Last Year’s Losers Are This Year’s Winners
Fox Business’s Claman Countdown turned to AlphaCore Wealth Advisory CEO and Founder Dick Pfister, CAIA, LIVE on Friday, June 30. Appearing in the Countdown Closer segment to give the last word at the end of the hour, Pfister gave viewers an inside look at market...
Webinar Replay: Unleashing Your Portfolio’s Potential with iCapital Chief Investment Strategist Anastasia Amoroso
For AlphaCore Wealth Advisory’s latest webinar, AlphaCore CEO Dick Pfister, CAIA, was joined by iCapital Chief Investment Strategist Anastasia Amoroso. As a regular contributor to esteemed financial programs, such as CNBC and Bloomberg, Amoroso frequently takes a...
Eric Gerster on The Money Life Podcast: Yesterday’s Resistance is Today’s Upside
The Money Life with Chuck Jaffe podcast recently interviewed AlphaCore Wealth Advisory Chief Investment Strategist Eric Gerster, CFA, to tap into his three decades of experience and demonstrated success during fluctuating market cycles. He offered insights on...
Your Inheritance Podcast: Unleashing the Power of Alternatives in Estate Planning with Dick Pfister
AlphaCore is a trailblazer in the world of incorporating alternative assets into a diversified financial plan. To help trustees discover how these principles can be applied to estate planning, Your Inheritance with Peter Bochnewich Podcast turned to AlphaCore CEO and...
AlphaCore Recognized on San Diego Business Journal’s 2023 Wealth Management Firms List
We are pleased to announce that AlphaCore Wealth Advisory has been named to San Diego Business Journal’s 2023 Wealth Management Firms List. Positioned among the most elite firms in San Diego County, AlphaCore ranked no. 13 in the area by assets managed locally – up...
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...