Thought Leadership
Expert Insights
Johann Lee in FundFire: Why Investors Are Diversifying with Liquid Alts
In the first quarter of 2022, liquid alternatives gained approximately $11.4 billion in net inflows, according to an industry report from Wilshire. Despite this monumental growth, many fund managers expect to see even more investors incorporate liquid alternatives...
Webinar Replay: Embracing Alternatives in Your Financial Plan
The first half of 2022 has been filled with large, dramatic sell-offs in the markets, leaving many investors uncertain about how to weather the storm. In this AlphaCore Wealth Advisory webinar, CEO Dick Pfister, Director of Research Johann Lee and Senior Wealth...
Dick Pfister in Family Wealth Report: How to Invest Amid Stagflation
Recent data from the first quarter of 2022 has demonstrated that our economy is shrinking while inflation continues to drastically rise. Commonly known as stagflation, this phenomenon has not been seen in the US since the 1970s and creates yet another challenge for...
Dick Pfister on The MarketBeat Podcast: Strategies for Market Volatility
As the market has become increasingly volatile this year, traditional portfolios with 60% stocks and 40% bonds have lost their effectiveness in providing investors attractive returns. Instead, 2022 has become the time for investors to think outside the box to hedge...
Webinar Replay: Finance 101
Many young people have their sights set on high-achieving careers and are putting in the academic work to reach their goals. What’s often missing, however, is the financial literacy that can help young people avoid pitfalls on the way to building wealth. As a...
Webinar Replay: AlphaCore and BlackRock on the Latest Global Macro Trends
As the war in Ukraine and high levels of volatility in both US and international markets continue, AlphaCore Wealth Advisory Director of Research Johann Lee, CFA, and Senior Wealth Advisor Stephanie Williams, CAIA, utilized our latest webinar to have a...
2022 First Quarter Commentary: Don’t Fight the Fed
There was no shortage of uncertainty for investors to digest during the first quarter of 2022. Taking center stage was the war on the European continent - which is a shock that has yet to be fully understood in terms of its longer-term political, economic and market...
Webinar Replay: State of the Markets
AlphaCore Wealth Advisory recently hosted a webinar with CEO Dick Pfister and Directo of Research Johann Lee to provide a flash update on the current geopolitical situation and its potential impacts on investors. For the second half of the webinar, we were joined by...
Dick Pfister in CBS News: How Higher Interest Rates May Impact Investors
On Wednesday, March 16, the Federal Reserve officially announced that they are raising the central bank’s benchmark short-term interest rate by 0.25 percent. While a quarter-point may not seem like a drastic increase, this is expected to be the first of several hikes...
Dick Pfister on ABC News: Rising Interest Rates are a Double-Edged Sword
On Wednesday, March 16, the Federal Reserve will likely take its first steps to combat inflation by raising interest rates for the first time since 2018. With the federal funds rate likely rising by 0.25% and inflation showing no sign of slowing down, ABC News spoke...
Dick Pfister on Fox Business: Fixed-Income and Equity Alternatives
As geopolitical concerns continue to drive volatility and uncertainty throughout the global markets, Fox Business’s Claman Countdown once again spoke with AlphaCore Wealth Advisory CEO and Founder Dick Pfister, CAIA, for his latest market insights LIVE on Thursday,...
AlphaCore Leaders Highlighted in Phoenix Business Journal
The Phoenix Business Journal recently highlighted two members of the AlphaCore Wealth Advisory team as the firm expands its geographic reach in the Southwest. Marc Seward, ChFC®, CLU®, Senior Wealth Manager “Marc has provided comprehensive wealth management expertise...