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Pence Perspective

Pence Wealth Management publishes Pence Perspectives, our flagship research report covering the latest macroeconomic trends. In each issue, Pence Wealth Management professionals provide market commentary assessing key economic drivers, risks, and near to-midterm investment opportunities. Leverage the insights of our trusted advisors to navigate even the most challenging markets.

Pence Perspective | Q4 2022

2023-01-11T09:33:13-08:00

Market Commentary - Q4 2022 Announcement We have listened carefully to feedback regarding more timely information about the economy and markets and how you want to receive it. To that end we are making the following changes for 2023. Our widely popular monthly PODCAST will continue and we encourage you to sign up for those here. Register for Podcast We will also increase the number of videos we produce but shorten their length. These will be sent via email and posted on the PWM website. As for the Pence Perspectives, we will increase frequency [...]

Pence Perspective | Q4 20222023-01-11T09:33:13-08:00

Addressing a Potential Conflict in Ukraine

2022-02-16T14:18:12-08:00

Addressing a Potential Conflict in Ukraine Markets have been moved in recent days on increasing tensions between the United States and Russia, with Western estimates of over 130,000 Russian troops positioned outside of Ukraine at time of writing. Bottom line is that we will get an answer on the Ukraine question soon. Temperatures in Kiev typically increase quite a bit in March, melting snow in continental areas, which turns into mud and can make tank travel extremely difficult until the ground dries later on in the year. If Russia is to have a tactical advantage in the [...]

Addressing a Potential Conflict in Ukraine2022-02-16T14:18:12-08:00

Pence Perspective | Commentary Ep. 3

2022-02-09T16:19:09-08:00

Pence Perspective | Commentary Ep 3 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 or eliminate risk in [...]

Pence Perspective | Commentary Ep. 32022-02-09T16:19:09-08:00

Pence Perspective | Commentary Ep. 2

2022-01-18T08:54:13-08:00

Pence Perspective | Commentary Ep 2 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 or eliminate risk [...]

Pence Perspective | Commentary Ep. 22022-01-18T08:54:13-08:00

Pence Perspective | Q4 2021

2022-02-16T14:07:50-08:00

Pence Perspective | Q4. 2021 Download Here Bottom Line Up Front A wave of stimulus, a wave of savings, and a wave of demand are about to collide with a wave of COVID-19, a wave of supply chain and labor disruptions and a wave of inflation. We will frequently hear about waves, surges, and many other analogies but the bottom-line is that a rising tide lifts all boats. $5.4 trillion in stimulus since the start of the pandemic, plenty of excess savings, and the newly signed $1.2 trillion infrastructure bill offer a rising tide of sorts. The [...]

Pence Perspective | Q4 20212022-02-16T14:07:50-08:00

Pence Perspective Commentary | OCT 2021

2021-11-05T12:13:13-07:00

Pence Perspective Commentary | OCT. 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 can guarantee return or eliminate risk [...]

Pence Perspective Commentary | OCT 20212021-11-05T12:13:13-07:00

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

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