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So far Pence Wealth has created 144 blog entries.

Lack of Consumer Confidence Can Hurt Regional Banks

2023-03-23T13:51:10-07:00

Lack of Consumer Confidence can Hurt Regional Banks Pence Wealth Management President Laila Pence discusses why she thinks the recent bank sector turmoil will create an opportunity for larger banks in the US, as well as her expectations for the next Fed meeting. . (Source:  Bloomberg Daybreak: Australia) 03/20/2023 Disclosure: 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 [...]

Lack of Consumer Confidence Can Hurt Regional Banks2023-03-23T13:51:10-07:00

B.A.B.Y. Market (Bonds Are Back Y’all)

2023-03-27T17:00:56-07:00

B.A.B.Y. Market (Bonds Are Back Y’all) Dryden Pence, Chief Investment Officer at Pence Capital, talks about the rates found in the current bond markets and defense sector opportunities due to the war in Ukraine. (Source:  Reuters) 03/14/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL Financial'') Manager Select program. PCM’s Chief Investment Officer is Dryden Pence. Dryden Pence is a [...]

B.A.B.Y. Market (Bonds Are Back Y’all)2023-03-27T17:00:56-07:00

2% Inflation Rate? “Not Anytime Soon”

2023-03-23T13:55:26-07:00

2% Inflation Rate? “Not Anytime Soon” Dryden Pence, Chief Investment Officer at Pence Capital, talks about the difficulty the Federal Reserve will have targeting a 2% inflation rate and the adjustments they will likely need to make. (Source:  Reuters) 03/14/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL Financial'') Manager Select program. PCM’s Chief Investment Officer is Dryden Pence. Dryden [...]

2% Inflation Rate? “Not Anytime Soon”2023-03-23T13:55:26-07:00

The 5 P’s Impacting The Market

2023-03-29T12:52:51-07:00

As market volatility headlines the news, it's important to understand the key factors affecting the market and consumer behavior. Watch the latest episode of "So, What?" with Dryden Pence as he explains the 5 P's impact the market. Important Information Pence Financial Group, LLC (“PFG”) is a 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. PFG is an investment adviser registered with the State of California to provide financial planning services. The financial [...]

The 5 P’s Impacting The Market2023-03-29T12:52:51-07:00

Fed Policy Lag and Consumer Spending

2023-03-03T12:09:37-08:00

FED POLICY LAG AND CONSUMER SPENDING Dryden Pence, Chief Investment Officer at Pence Capital, discusses the lag effect to the rate changes the Feds made, which are beginning to work their way through the economy. (Source: Bloomberg TV) 02/20/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL Financial'') Manager Select program. PCM’s Chief Investment Officer is Dryden Pence. Dryden Pence [...]

Fed Policy Lag and Consumer Spending2023-03-03T12:09:37-08:00

Quarterly Outlook Report – Building America Portfolio Update

2023-03-03T12:09:59-08:00

Quarterly Outlook Report - Building America Portfolio Update In a world of uncertainty, few things are as clear as an approved Federal Authorization. Because of this, the companies in Builders can look forward to potentially five years of solid revenue visibility. Congress has already approved nearly $1 trillion in spending for roads, bridges, and other spending related to infrastructure. There are relatively few companies that can do this work, they are at the chokepoint in one of the largest government spending programs in decades. What has been approved so far is just a down payment on decades of [...]

Quarterly Outlook Report – Building America Portfolio Update2023-03-03T12:09:59-08:00

Recovery Activity Shifting the Narrative Around Asset Allocation

2023-02-10T16:46:47-08:00

Recovery Activity Shifting the Narrative Around Asset Allocation Dryden Pence, Chief Investment Officer of Pence Capital Management talks Fed rate increases and the narrative changing from T.I.N.A (There is No Alternative) to B.A.B.Y (Bonds Are Back Y’all). Source: CNBC Air Date: February 6th, 2023 Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio consultancy services to certain Unit Investment Trust (UIT) product sponsors, as well as, asset management model development offered through LPL Financial LLC’s (“LPL Financial'') Manager Select program. PCM’s Chief Investment Officer is [...]

Recovery Activity Shifting the Narrative Around Asset Allocation2023-02-10T16:46:47-08:00

LAILA PENCE RECOGNIZED BY FORBES AS A 2023 TOP WOMEN WEALTH ADVISOR

2023-02-09T12:08:57-08:00

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2023 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION We are excited to announce that Forbes has included Laila Pence in the list of 2023 America’s Top Women Wealth Advisors. She is honored to receive the recognition from Forbes. This will be Laila’s 7th consecutive time to be included in the rankings of America’s Top Women Wealth Advisors since her first recognition in 20171. Our team would like to thank all our clients for their support. The financial professionals at Pence Wealth Management are affiliated with LPL Financial, a leading3 retail investment advisory firm, independent [...]

LAILA PENCE RECOGNIZED BY FORBES AS A 2023 TOP WOMEN WEALTH ADVISOR2023-02-09T12:08:57-08:00

Douglas Frazier Receives Director’s Club Award from LPL

2022-10-28T09:22:52-07:00

Douglas Frazier receives Director's Club Award from LPL We are excited to announce that Douglas Frazier, an independent LPL Financial advisor at Pence Wealth Management in Newport Beach, announced his inclusion in LPL’s Director’s Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*. “I congratulate Douglas Frazier on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services.  “We are inspired by his dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Douglas Frazier with [...]

Douglas Frazier Receives Director’s Club Award from LPL2022-10-28T09:22:52-07:00