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An Egyptian Immigrant And ‘Tax Whisperer’ Who Built A $1.7 Billion Firm

2023-10-11T14:24:39-07:00

An Egyptian Immigrant And ‘Tax Whisperer’ Who Built A $1.7 Billion Firm Read Full Article The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  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 financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial [...]

An Egyptian Immigrant And ‘Tax Whisperer’ Who Built A $1.7 Billion Firm2023-10-11T14:24:39-07:00

Pence Perspective Newsletter – Q2 2023

2023-04-26T13:49:06-07:00

Bottom Line Up Front The combination of a historically accommodative Federal Reserve and a Federal Government with an incredible fiscal impulse has resulted in an economy that has proven immensely difficult to slow. At the beginning of this hiking cycle, few people – if any – thought the Federal Reserve would be able to push through 475 basis points of tightening in under a year and see little to no progress on slowing the economy. While we likely have not seen the full impact of tightening to date it’s becoming apparent that consumers used pandemic dislocations in policy [...]

Pence Perspective Newsletter – Q2 20232023-04-26T13:49:06-07:00

Bonds ‘Legitimate and Meaningful Alternative’ to Build Income

2023-03-29T12:47:57-07:00

Bonds ‘Legitimate and Meaningful Alternative’ to Build Income Dryden Pence, Chief Investment Officer at Pence Capital, talks about bonds, investor sentiment, interest rates, defense stocks, and the outlook for the economy. (Source:  Yahoo Finance) 03/23/2023 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 registered representative [...]

Bonds ‘Legitimate and Meaningful Alternative’ to Build Income2023-03-29T12:47:57-07:00

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

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

High Sensitivity to Earnings Miss

2023-01-30T23:41:24-08:00

High Sensitivity to Earnings Miss Dryden Pence, Chief Investment Officer at Pence Capital, said he expects “volatility to the downside” for shares of companies that report fourth-quarter results that do not meet analyst estimates, adding that earnings misses will “probably not be forgiven” the way they may have been in the previous two quarters. Source: Reuters TV 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 [...]

High Sensitivity to Earnings Miss2023-01-30T23:41:24-08:00

People are Significantly Underestimating China

2023-01-30T23:36:33-08:00

People are Significantly Underestimating China Dryden Pence, Chief Investment Officer at Pence Capital, said the largest risk that markets are missing is China, citing data showing an extremely robust reopening that he said might be positive for global growth in the near-term, but likely a negative for U.S. inflation throughout 2023.Source: Reuters TV 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 [...]

People are Significantly Underestimating China2023-01-30T23:36:33-08:00

Sentiment Moves the Market Forward

2023-01-30T23:31:13-08:00

Sentiment Moves the Market Forward (Reuters TV) U.S. stocks ended mixed on Tuesday at the close of a rocky session marked by a raft of mixed earnings and a technical malfunction at the opening bell. This report was produced by Chris Dignam. Source: Reuters TV 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. [...]

Sentiment Moves the Market Forward2023-01-30T23:31:13-08:00

Laila Pence on Bloomberg Radio (07/19/2022)

2022-08-04T13:51:28-07:00

Laila Pence on Bloomberg Radio (07/19/2022) Laila Pence, President at Pence Wealth Management, discusses her markets outlook. She spoke with hosts Doug Krizner and Paul Allen on "Bloomberg Daybreak Asia." July 19, 2022 Click Here to Listen Pence Wealth Management, Inc. (“PWM”) 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. PWM is an investment adviser registered with the State of California to provide financial planning services. The financial [...]

Laila Pence on Bloomberg Radio (07/19/2022)2022-08-04T13:51:28-07:00

Laila Pence on Bloomberg Radio (04/05/2022)

2022-04-06T14:25:04-07:00

Laila Pence on Bloomberg Radio (04/05/2022) April 5, 2022 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 investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return [...]

Laila Pence on Bloomberg Radio (04/05/2022)2022-04-06T14:25:04-07:00