Forbes 2019 BEST-IN-STATE Wealth Advisor | | Ranked #1 in Southern California
Luis Silva2020-05-18T14:11:43-07:00
Pence Perspective | Q1. 2019
Luis Silva2020-05-27T01:21:22-07:00Pence Perspective | Q1. 2020 Clear Eyes, Steady Hands 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 economy and a bad market don’t coexist for long. However, share prices can fall for many reasons other than economic developments. Good economic news and robust corporate earnings reports powered the S&P 500 to its all-time high on September 20, where it [...]
LAILA PENCE NAMED BY BARRON’S AS ONE OF THE TOP INDEPENDENT WEALTH ADVISORS IN THE COUNTRY
Luis Silva2020-06-08T13:55:49-07:00Named the No. 38 Advisor in the country by Barron’s Magazine in their 2018 ranking of America’s Top Independent Wealth Advisors Newport Beach, CA — September 17, 2018 –Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the Top Independent Wealth Advisors in America* by Barron’s, a prominent national business magazine. Laila was recognized as the No. 38 advisor in the country. She is affiliated with LPL Financial, a leading retail investment advisory firm and the nation’s largest independent broker/dealer as reported in Financial Planning Magazine, June 1996-2018, based on total revenue. The annual ranking by Barron’s, a leading financial publication, [...]
Laila Pence the No. 63 Advisor in the country by Forbes Magazine in their 2018 ranking of America’s Top Wealth Advisors
Luis Silva2020-06-08T14:06:07-07:00Named the No. 63 Advisor in the country by Forbes Magazine in their 2018 ranking of America’s Top Wealth Advisors Newport Beach, CA – October 1, 2018 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the Top Wealth Advisors in America* by Forbes, a prominent national business magazine. Laila was recognized as the No. 61 advisor in the country. She is affiliated with LPL Financial®, a leading retail investment advisory firm and the nation’s largest independent broker/dealer as reported in Financial Planning Magazine, June 1996-2017, based on total revenue. ** This prestigious recognition by Forbes highlights successful financial advisors from across [...]
Pence Perspective | Q3. 2018
Luis Silva2020-05-27T10:32:27-07:00Pence Perspective | Q3. 2018 More Reasons To Be Optimistic 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 benefit from tax reform and global growth, despite the latter exhibiting slowing momentum. Stock prices at their core are reflections of earnings expectations and— according to FactSet, analysts are projecting earnings growth of 20% and revenue growth of 8% for all of 2018. The [...]
LAILA PENCE RECOGNIZED BY BARRON’S IN THE TOP 100 WOMEN FINANCIAL ADVISORS
Luis Silva2020-06-08T14:35:30-07:00Ranked #14 by Barron’s Magazine in their 2018 Top 100 Women Financial Advisors Newport Beach, CA – October 1, 2018 – Laila Pence of Pence Wealth Management in Newport Beach, CA, was named among the Top Wealth Advisors in America* by Forbes, a prominent national business magazine. Laila was recognized as the No. 61 advisor in the country. She is affiliated with LPL Financial®, a leading retail investment advisory firm and the nation’s largest independent broker/dealer as reported in Financial Planning Magazine, June 1996-2017, based on total revenue. ** This prestigious recognition by Forbes highlights successful financial advisors from across the country. According to Forbes, its rankings are based [...]
