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So far Pence Wealth has created 311 blog entries.

[Season 2 Ep.7] Pence Market Insights

2021-12-07T14:48:02-08:00

[Season 2 Ep.7] Market Update Podcast Laila Pence: (00:00) Well, hello, everyone. Welcome to our podcast. Today is Thursday, October 21, and we have a lot to cover today. We'll first cover inflation and then I'll cover the proposed tax law changes. We will talk about earnings, cover a market update and then some year-end tax planning. Then, we'll try to answer some of the questions that we've received from clients. So with such a full agenda, I'm going to get started by asking Dryden to talk about inflation. That's all I get asked right now; [...]

[Season 2 Ep.7] Pence Market Insights2021-12-07T14:48:02-08:00

Can you afford to quit your job?

2021-10-25T10:09:31-07:00

Can you afford to quit your job? If you were looking to buy a new car in today’s market, Dryden Pence says ‘if you can wait, you should’. In Young Money by Lauren Young Dryden offers advice on the best model to buy when the time is right. October 19, 2021 Read Full Article Pence Wealth Management (“PWM”) is a sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory [...]

Can you afford to quit your job?2021-10-25T10:09:31-07:00

Working Wardrobes hosts record-breaking Annual Gala

2021-10-22T14:08:22-07:00

Working Wardrobes hosts record-breaking Annual Gala Read Full Article Laila Pence is a registered representative 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. Pence Wealth Management (“PWM”) is a sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. Pence Wealth Management, Inc. is an investment adviser registered with the [...]

Working Wardrobes hosts record-breaking Annual Gala2021-10-22T14:08:22-07:00

Consumer Price Index Takeaways

2021-10-27T15:28:42-07:00

Consumer Price Index Takeaways What should investors take away from the CPI report, and what is the latest on inflation data? Dryden Pence says that 3rd quarter earnings are going to be positive. The panel then weighs in on the sectors that are performing well and not so well in the current market conditions. Nicole Petallides 1: (00:00) Greg McBride is with us, Senior Vice President and Chief Financial Analyst at Bankrate.com, and Dryden Pence, Chief Investment Officer at Pence Capital Management. Thank you both for being with us. Greg, I'll start with you. As you [...]

Consumer Price Index Takeaways2021-10-27T15:28:42-07:00

Laila Pence on Bloomberg Daybreak Asia (10/11/2021)

2021-10-27T15:30:14-07:00

Laila Pence on Bloomberg Daybreak Asia (10/11/2021) Laila Pence on Bloomberg Daybreak to discuss current events, market outlook and the market. Speaker 1: (00:00) Let's bring in Laila Pence, who is the president of Pence Wealth Management. It's great to have you with us. So, how do you characterize the price pressures that we're seeing? Laila Pence: (00:12) Well, you know, it's to be expected with the rise in inflation everywhere right now, even though we think it is transitory. It will definitely force the Fed eventually to raise interest rates, but I think they can [...]

Laila Pence on Bloomberg Daybreak Asia (10/11/2021)2021-10-27T15:30:14-07:00

Laila Pence Luncheon Presentation (2021) | 24th Annual Pence Wealth Luncheon

2021-10-08T09:10:55-07:00

Laila Pence Luncheon Presentation (2021) Laila Pence, CFP® discusses potential tax changes, planning strategies and how it could change your retirement plan for the next future. Dryden Pence (00:00): I get to introduce my wife, which is really kind of fun. And for gentlemen out there, you know, if you ever get the opportunity to introduce your wife then it's a very, it's a very good thing because you get to sing her praises in public. And so thank you for indulging me. The point of the matter is, is, you know, Laila and I have [...]

Laila Pence Luncheon Presentation (2021) | 24th Annual Pence Wealth Luncheon2021-10-08T09:10:55-07:00

Bill McManus Luncheon Presentation (2021) | 24th Annual Pence Wealth Luncheon

2021-10-08T09:10:50-07:00

Bill McManus Luncheon Presentation (2021) Bill McManus, CIMA® (nationally recognized speaker) discusses the latest research from the MIT AgeLab on how Covid has changed our world, our lifestyle, how we work, how we live and retire. Laila Pence (00:00): Alright, I have the pleasure of introducing our next speaker, Bill McManus. You know, he, he was here a few years ago and he received such great reviews. See, that's why we need you to do those reviews on the survey that tells us who to bring back and who do we have to speak. Those surveys [...]

Bill McManus Luncheon Presentation (2021) | 24th Annual Pence Wealth Luncheon2021-10-08T09:10:50-07:00

Dryden Pence Luncheon Presentation (2021) | 24th Annual Pence Wealth Luncheon

2021-10-08T09:10:45-07:00

Dryden Pence Luncheon Presentation (2021) Dryden Pence discusses our market outlook and how changes in governmental policy and human behavior will affect interest rates, inflation and investment opportunities worldwide. Bill Boggs (00:01): I have the distinct privilege to introduce our next speaker, but first, just a quick introduction. My name is Bill Boggs. Previous to coming to Pence Wealth Management, I was a senior financial planning consultant at the LPL corporate office, where I worked with other advisors on financial planning ideas, strategies, and that sort of thing. After about three and a half years there [...]

Dryden Pence Luncheon Presentation (2021) | 24th Annual Pence Wealth Luncheon2021-10-08T09:10:45-07:00

Investment Solutions Roundtable: Asset Manager Insights on Biden’s Build Back Better Plan

2021-10-08T14:01:35-07:00

Investment Solutions Roundtable: Asset Manager Insights on Biden’s Build Back Better Plan Read Full Article The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision. All performance referenced is historical and is no guarantee of future results. All indices referenced, if any, are unmanaged and may not be invested into directly. The opinions expressed in this material are [...]

Investment Solutions Roundtable: Asset Manager Insights on Biden’s Build Back Better Plan2021-10-08T14:01:35-07:00