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Pence Wealth

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So far Pence Wealth has created 68 blog entries.

Laila Pence – Barron’s 2020 Top 100 Independent Financial Advisors

2020-09-18T17:01:13-07:00

Laila Pence – Barron’s 2020 Top 100 Independent Financial Advisors  Greetings, We are excited to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Barron’s[1] list of Top 100 Independent Financial Advisors for the 4th consecutive year. She is ranked #46 nationwide. We encourage you to forward or share this article to celebrate Laila’s valued recognition. Laila and the rest of the Pence Wealth Management Team would like to thank all our clients for their support. We appreciate the opportunity to serve you. Read Article As of 8/7/2020, [...]

Laila Pence – Barron’s 2020 Top 100 Independent Financial Advisors2020-09-18T17:01:13-07:00

Laila Pence on ‘Bloomberg Daybreak: Australia’ (09/09/2020)

2020-09-18T16:12:50-07:00

Laila Pence on 'Bloomberg Daybreak: Australia'  September 8, 2020 - Haidi Stroud-Watts in Sydney and Shery Ahn in New York drive to the Asia, Australia and New Zealand market opens while wrapping the biggest stories of the previous day on Wall Street. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as [...]

Laila Pence on ‘Bloomberg Daybreak: Australia’ (09/09/2020)2020-09-18T16:12:50-07:00

Laila Pence on the Markets (Radio)

2020-09-18T16:17:12-07:00

Laila Pence on 'Bloomberg Daybreak: Australia'  September 8, 2020 -Laila Pence, President at Pence Wealth Management, discusses market moves of day. She speaks with Bryan Curtis and Paul Allen on Bloomberg Daybreak Asia. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee [...]

Laila Pence on the Markets (Radio)2020-09-18T16:17:12-07:00

Laila Pence | ‘Shallow’ pullback is a buy opportunity

2020-09-18T16:12:21-07:00

Laila Pence: 'Shallow' pullback is a buy opportunity on Reuters' TV September 4, 2020 - Laila Pence, one of the top ranked financial advisors on Barron's annual survey, says investors should use Thursday and Friday's market retreats to buy tech and consumer staples stocks. She tells Reuters' Fred Katayama she is also investing in short-term Treasuries for protection against volatility. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices [...]

Laila Pence | ‘Shallow’ pullback is a buy opportunity2020-09-18T16:12:21-07:00

Laila Pence’s Forbes Featured Interview

2020-09-18T15:49:26-07:00

Laila Pence’s Journey As An Egyptian Immigrant Building A Diverse $1.6 Billion Financial Advisory Firm Greetings, We are excited to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Forbes[1]  list of America’s Top 250 Wealth Advisors for the 4th consecutive year. She is ranked #76 nationwide. The Forbes Top 250 Wealth Advisors ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. based on an algorithm developed by Shook Research. Forbes also published an article highlighting Laila as a featured advisor, [...]

Laila Pence’s Forbes Featured Interview2020-09-18T15:49:26-07:00

Laila Pence Discusses Weakness In The Tech Sector

2020-09-18T16:25:42-07:00

Laila Pence Discusses Weakness In The Tech Sector on TD Ameritrade Network September 3, 2020 - Laila Pence Discusses Weakness In The Tech Sector on TD Ameritrade Network The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All [...]

Laila Pence Discusses Weakness In The Tech Sector2020-09-18T16:25:42-07:00

Laila Pence Ranked #16 on 2020 Barron’s Top 100 Women Financial Advisors

2020-08-25T09:18:52-07:00

Laila Pence Ranked #16 on 2020 Barron's Top 100 Women Financial Advisors Download Barron's Reprint It is our pleasure to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Barron's[1] list of Top 100 Women Financial Advisors for the for the fifth consecutive year. Laila is ranked 16th nationwide, and tops the list amongst Southern California women advisors. The Barron’s[1] 2020 Top 100 Women's ranking focuses on diversity and describes the 2020 honorees as leading women who are champions of diversity and compassion. The ranking reflects the volume of assets overseen by [...]

Laila Pence Ranked #16 on 2020 Barron’s Top 100 Women Financial Advisors2020-08-25T09:18:52-07:00

Pence Perspective | Q3. 2020

2020-08-25T09:14:19-07:00

Pence Perspective | Q3. 2020 Download Here Executive Summary: Despite hopes to the contrary, summer didn’t kill the virus. Today Covid-19 is far more widespread in the United States with higher numbers being announced every day than at any point in the shut down over March and April. Despite this, the impact hasn’t been nearly as pronounced. Jobless claims, though still extremely elevated historically, have shown a reasonably consistent downtrend in magnitude and economic data to date has been resoundingly positive. As of August, we have over 18 million data points with which to base [...]

Pence Perspective | Q3. 20202020-08-25T09:14:19-07:00