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Private Brief – Coronavirus Stock Market Explained| 03/17/2020

Undoubtedly, you have heard recent news about the unprecedented actions being taken in response to the Coronavirus outbreak.  Pence Wealth Management comes from years of experience in navigating confusing times of market turbulence. The market will rebound because this pandemic will only last within a 60 – 90 day period of time. Do not to […]

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2020 Q1-PP-Quarterly Newsletter_

Pence Perspectives – Q1 2020

Pence Quarterly Newsletter | 2020 Q1 Click to View PDF Version Executive Summary: 2019 was one of the greatest years for stocks. The S&P 500 was up 28.9% (or 31.5% including dividends), the second highest return since 1997 or fifth highest return since 1958. For 2020, we expect between high single-digit and low double-digit stock […]

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Happy New Year 2020

Happy New Year – 2020

  We’re wishing you all the best for your goals, plans, and resolutions as we enter 2020! We can’t thank you enough for all of your trust and support this year. From our entire team here at Pence Wealth Management, we want to wish you a happy, healthy, and prosperous new year!

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2019-12-23 Holiday Message

2019 Holiday Message

Dear Valued Clients, Happy Holidays from all of us at Pence Wealth Management.  We want to share our joy and our gratitude at this most beautiful time of the year. While 2019 has been a good year for the markets, what brings us the most joy is knowing that we have been able to serve you […]

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Charitable Giving Wealth Strategies using Donor Advised Funds

Charitable Giving Wealth Strategies using Donor Advised Funds As a Financial Advisor, one of the largest client issues uncovered is that people are making charitable contributions with after-tax money and not receiving a tax deduction. That is, they are taking cash out of their savings or checking and donating directly to their favorite charity, religious […]

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Newsletter Banner 2019-02-01_Artboard 269

Pence Perspectives – Q1 2019

Clear Eyes, Steady Hands Click to View PDF Version Executive Summary: We think 2019 will be a positive year for stocks but expect continued market volatility We expect one rate hike from the Federal Reserve in 2019 We do not expect a recession in the United States in 2019 or 2020 We expect a short-term resolution on trade tensions Bottom Line Up Front: A good […]

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Newsletter Q3 2018 (2)

Pence Perspectives – Q3 2018

More Reasons To Be Optimistic Click to View PDF Version   Bottom Line Up Front: Rising interest rates and escalating trade tensions have contributed to an increase in equity volatility during the first half in 2018. This will most likely continue until (and after) the November mid-term elections. Meanwhile, markets are expected to continue to […]

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Tax Reform

Tax Reform – Pence Perspectives

The U.S. stock market has been mostly smooth sailing and major stock indices are positive for the year.[1] Meanwhile, we have had the lowest daily decline (the smallest maximum drawdown) in the history of the S&P 500 index.[2

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All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

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