Pence Insights

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

Investment Solutions Roundtable: Asset Manager Insights on Biden’s Build Back Better Plan

2021-10-08T14:01:35-07:00

Investment Solutions Roundtable: Asset Manager Insights on Biden’s Build Back Better Plan Read Full Article 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 [...]

Investment Solutions Roundtable: Asset Manager Insights on Biden’s Build Back Better Plan2021-10-08T14:01:35-07:00

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

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

Stocks rise, futures steady as China concerns ease: markets wrap

2021-08-12T12:00:40-07:00

Stocks rise, futures steady as China concerns ease: markets wrap August 4, 2021 The delta strain is exacerbating concerns that the rebound from the pandemic is losing steam. 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 [...]

Stocks rise, futures steady as China concerns ease: markets wrap2021-08-12T12:00:40-07:00

As Recovery Optimism Takes Center Stage, Asian Markets are Mostly Up.

2021-08-12T12:01:41-07:00

As Recovery Optimism Takes Center Stage, Asian Markets are Mostly Up. August 4, 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 management technique [...]

As Recovery Optimism Takes Center Stage, Asian Markets are Mostly Up.2021-08-12T12:01:41-07:00

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