AlphaCore Wealth Advisory

Our team had a fantastic experience at the 2024 CAIS Summit! The CAIS team hosted an outstanding event, fostering valuable lessons and meaningful engagement with industry thought leaders. We delved into macroeconomic trends, the role of technology in advancing the alternative investment space, and explored the “why and how” of incorporating alternatives into portfolios. We can't wait for next year! #CAISSummit2024 Madeline Hume, CFA Juliana Guerra Aidan Walsh

We’re excited to welcome All Season Financial Advisors, Inc. to the AlphaCore team. Sam Jones and his talented team adds to our Cherry Creek/Denver office, further enhancing our wealth advisory and investment management services. Sam Jones joins AlphaCore as a Partner, bringing nearly 30 years of expertise in serving high-net-worth clients. CEO Dick Pfister, CAIA says, “Welcoming Sam and his team is a significant milestone for AlphaCore as we continue expanding our services in Colorado. Their decades of experience align perfectly with our mission of providing top-tier wealth management solutions.” Learn more about our expanded services here: https://lnkd.in/gtAvGfRH Stay tuned for more exciting updates on AlphaCore’s expansion! #DenverGrowth #WealthAdvisory #InvestmentManagement #MergersAndAcquisitions #ClientFocused

With inflation concerns abating, the Federal Reserve lowered rates for the first time in four years, kicking off the easing cycle with a substantial 0.5 percentage point cut. Markets soared on the news - the S&P 500 closed the quarter up 5.9% and the Bloomberg Aggregate Bond index was up 5.2%. The Fed’s projected pace of rate cuts would imply a soft landing, but this hinges on the U.S. economy’s continued resilience. As we approach the U.S. presidential election, we anticipate a pickup in volatility. Meanwhile, we’re also navigating a thornier geopolitical landscape with salient implications for markets. In our Q3 2024 commentary, AlphaCore’s research team takes a deep dive into the key themes that are top of mind for us and our clients, and how we’re thinking about positioning our portfolios for the months ahead. Read our Q3 Commentary here: https://lnkd.in/g3gxEBDp #Investing #FinancialAdvice #AlphaCore #QuarterlyCommentary #Commentary

🏌️♂️ AlphaCore hits the green! Brett Roenick, Troy Owens, CFP®, David Curiel, CFP®, and Marc Seward represented AlphaCore at the 2024 The Associated General Contractors, San Diego Chapter, Inc. 35th Annual Fall Golf Tournament at the beautiful Country Club of Rancho Bernardo. We were proud to sponsor this great event and participate in a day filled with networking, mixing, and mingling with industry peers. Big thanks to AGC for hosting! #AGC #Networking #GolfTournament #WealthManagement #MixAndMingle

🌟 Live from Day Two of RIA EDGE West! Today, Dick Pfister, CAIA and Brian Habas attended sessions led by industry leaders who shared valuable insights on developing trends in wealth management and the M&A journey. #RIAEdgeWest gave our team valuable networking opportunities, connecting with dedicated professionals to exchange ideas and advance the industry. We’re excited to continue these conversations to provide our clients the best in wealth management. #RIAEDGE #WealthManagement #Networking #IndustryInsights #WealthAdvisors #MergersAndAcquisitions RIA Edge (Part of Wealth Management EDGE) WealthManagement.com

Thank you to our amazing Gold Sponsors: Finch, Thornton & Baird, LLP, Invenomic Capital Management LP, Blue Owl Capital, Verition Fund Management LLC, Franklin Templeton, StepStone Group, and Spicer Jeffries LLP! Your support played a key role in the success of the #AlphaCoreWealthSummit, and we truly appreciate your commitment to our shared vision!

We're incredibly grateful for the outstanding turnout and meaningful engagement at last week's AlphaCore Wealth Summit. We came together to hear from some of the industry’s top professionals and explored innovative solutions, creating an unforgettable gathering. Watch the highlight reel below to revisit the most inspiring moments from the Summit. Thank you for being a part of this incredible event! 🎉 #EventRecap #WealthManagment #AlphaCoreSummit2024 #ComeTogether #LaJollaEvents #TheFabFour

We’re excited to share the full photo gallery from the AlphaCore Wealth Summit! It was an incredible event filled with insightful discussions, fresh ideas, and great connections. Thank you to everyone who joined us and contributed to the success of this special gathering. Explore the highlights and relive the moments that made it unforgettable here: https://lnkd.in/giCUMZpR #EventRecap #WealthManagement #AlphaCoreWealthSummit2024 #ComeTogether #TheFabFour #LaJollaEvents Anastasia Amoroso David Stubbs Juli Bartlett, CAP® Kunal Shah Adam Butterfield, CAIA Ari Rosenbaum Alexander Condrell, CFA, CAIA Jeremy Caldwell Lisa Crafford Thomas Keck Stacy Havener Michael Liang Anne Marbarger Ali Motamed Jessica Muñoz Sean O. Gary Rozier Tara Ceranic Salinas, PhD Carmine Stengone

The recent changes to 529 college savings plans under the SECURE 2.0 Act introduce new opportunities for managing education funds. Starting in 2024, individuals can roll over funds from a 529 plan to a Roth IRA, offering increased flexibility and potential tax advantages. The conversion can potentially give beneficiaries a head start on retirement savings while maintaining the tax-free growth benefits of a Roth IRA. However, in this CNN Underscored article, AlphaCore's Troy Owens, CFP® advises caution. He highlights that the IRS has not yet provided final guidance on this new strategy, leaving many uncertainties. Read the full article: https://lnkd.in/gb4d44TY

Madeline Hume, CFA has been named to ThinkAdvisor’s 2024 LUMINARIES class as a finalist for the “Individual Award – Next-Gen Rising Star” category for RIAs with less than $10B AUM. Congratulations to Madeline and all of the other finalists! #Luminaries2024