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So far Luis Silva has created 226 blog entries.

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

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS

2021-09-23T16:32:01-07:00

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2021 Top 100 Independent Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 10th consecutive time to be included in the rankings since her first recognition in 2012*. Laila is exclusively the only advisor based in Orange County, CA named in this year’s ranking. Our team would like to thank all [...]

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS2021-09-23T16:32:01-07:00

Two e-commerce stores best for exposure before the holiday season

2021-09-21T11:04:37-07:00

Two e-commerce stores best for exposure before the holiday season Dryden Pence, Pence Wealth Management Chief Investment Officer, says consumers should watch Amazon and Shopify to start their holiday shopping. September 20, 2021 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 [...]

Two e-commerce stores best for exposure before the holiday season2021-09-21T11:04:37-07:00

Laila Pence in Forbes 2021 America’s Top Wealth Advisors

2021-09-10T11:20:12-07:00

FORBES RECOGNIZES LAILA PENCE AS ONE OF AMERICA’S TOP WOMAN ADVISOR (2021) We are excited to announce that Forbes has included Laila Pence in the list of the 2021 Top Wealth Advisors*. She is honored to receive this recognition from Forbes – a publisher covering original content on finance, industry, investing and marketing topics. This will be Laila’s 6th consecutive time to be included in the rankings since her first recognition in 2016*. Our team would like to thank all our clients for their support. We invite you to share this exciting news with your family and friends, especially those [...]

Laila Pence in Forbes 2021 America’s Top Wealth Advisors2021-09-10T11:20:12-07:00

Opportunities In FAANG Stocks: Why Netflix (NFLX) Is The Riskiest FAANG Stock

2021-08-23T10:44:49-07:00

Opportunities In FAANG Stocks: Why Netflix (NFLX) Is The Riskiest FAANG Stock Is this a good time to buy the dip on Amazon (AMZN)? Dryden Pence, Chief Investment Officer at Pence Capital Management, and Doug Astrop, Managing Partner at Exponential Investment Partners, discuss this, as well as opportunities in FAANG stocks. They also talk about regulatory risks for FAANG stocks and why Netflix (NFLX) is the riskiest FAANG stock. Tune in to find out more. August 20, 2021 The opinions expressed are for general information purposes only and are not intended to [...]

Opportunities In FAANG Stocks: Why Netflix (NFLX) Is The Riskiest FAANG Stock2021-08-23T10:44:49-07:00

Pence Perspective | Q3 2021

2021-08-16T14:47:09-07:00

Pence Perspective | Q3. 2021 Download Here Intro In today’s world it’s easy to get wrapped up in the 24-hour news cycle. Networks and news outlets are designed around viewership and the human brain is psychologically wired for a greater sensitivity to negative news. In 2014, Russian news site City Reporter decided to conduct a social experiment and only reported good news to its readers for an entire day. The website lost two-thirds of its normal readership. The following day, the City Reporter decided to return to more reliable staples: car crashes and burst water pipes. Negativity [...]

Pence Perspective | Q3 20212021-08-16T14:47:09-07:00