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With a Roth conversion, there’s a surprising trick to biting the tax bullet

2021-08-12T11:36:54-07:00

With a Roth conversion, there’s a surprising trick to biting the tax bullet August 3, 2021 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 [...]

With a Roth conversion, there’s a surprising trick to biting the tax bullet2021-08-12T11:36:54-07:00

Still Growth in Tech

2021-08-12T10:39:43-07:00

Laila Pence: "Still Growth in Tech" Laila Pence, President of Pence Wealth Management says the larger more established tech names still have good growth prospects. She speaks with Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia". (Source: Bloomberg)  Aug 3, 2021 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 [...]

Still Growth in Tech2021-08-12T10:39:43-07:00

Honoring Advisors Who Serve(d): Fourth of July, 2021

2021-08-03T15:52:12-07:00

Honoring Advisors Who Serve(d): Fourth of July, 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. Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products and services. Dryden Pence is a registered representative with and offers securities and advisory services though LPL Financial, LLC (“LPL [...]

Honoring Advisors Who Serve(d): Fourth of July, 20212021-08-03T15:52:12-07:00

The Big Q: How Do You Break the Ice With New Clients?

2021-07-02T11:07:54-07:00

The Big Q: How Do You Break the Ice With New Clients? It’s part of the Big Q, our regular feature where we ask advisors and wealth management executives for their best answers to challenging questions. This week’s topic: What’s your best icebreaker? Chip Munn, chief executive officer, Signature Wealth Strategies: I’m a big fan of not missing the lesson in things. So the question I’ve been asking [clients] is what is the lesson you learned in 2020 that you want to carry into 2021 and beyond. It gets at where people are, whether you know them or [...]

The Big Q: How Do You Break the Ice With New Clients?2021-07-02T11:07:54-07:00

June 2021 | Pence Perspective

2021-06-09T13:46:58-07:00

June 2021 | Pence Perspectie 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 those of Pence Wealth Management and do not necessarily reflect the [...]

June 2021 | Pence Perspective2021-06-09T13:46:58-07:00

Underlying Equity Fundamentals & Overblown Inflation Fears

2021-06-02T12:27:30-07:00

Underlying Equity Fundamentals & Overblown Inflation Fears "Companies are buying back stocks in 2021 at a record pace as underlying fundamentals for equities are rather strong," says Laila Pence. On inflation, she believes that it is experienced by everyday consumers. "Average inflation" leads us to think that the zero interest rate policy will be here for some time. May 24, 2021 Host: (00:00) Don't fight the Fed. I understand it, and I think it's been accurate, but tell me, why now? Laila Pence: (00:10) Well, the Fed looks at the price consumption expenditures. They look at [...]

Underlying Equity Fundamentals & Overblown Inflation Fears2021-06-02T12:27:30-07:00

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021

2021-05-24T10:04:53-07:00

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy ensures success or protects against loss. 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 [...]

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 20212021-05-24T10:04:53-07:00

Government Stimulus vs. Taxes

2021-05-20T15:59:43-07:00

Government Stimulus vs. Taxes 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 those of Pence Wealth Management and do not necessarily reflect the views [...]

Government Stimulus vs. Taxes2021-05-20T15:59:43-07:00

Despite Huge Cash Piles, Facebook, Amazon, Google Are Unlikely To Pay Out Dividends Anytime Soon, Say Analysts

2021-05-24T11:30:03-07:00

Despite Huge Cash Piles, Facebook, Amazon, Google Are Unlikely To Pay Out Dividends Anytime Soon, Say Analysts 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 [...]

Despite Huge Cash Piles, Facebook, Amazon, Google Are Unlikely To Pay Out Dividends Anytime Soon, Say Analysts2021-05-24T11:30:03-07:00

Dryden Pence On How Biden’s Infrastructure Proposal Will Affect The Market

2021-04-22T14:42:23-07:00

Dryden Pence On How Biden's Infrastructure Proposal Will Affect The Market Dryden Pence says Congress is in a position to continue to push another infrastructure spending bill which is very much needed. According to Dryden, 45,000 bridges in the US are considered structurally deficient, and on a per capita basis, failing to rebuild infrastructure cost every American family about $3,300 per year in lost jobs, spending, and productivity. He says two sides of the political aisle has recognized this is absolutely essential and we have to spend the money. Dryden highlights several companies in the construction, [...]

Dryden Pence On How Biden’s Infrastructure Proposal Will Affect The Market2021-04-22T14:42:23-07:00