Latest News

Latest News2020-05-28T23:13:02-07:00
703, 2024

[Season 5 Ep.2] Pence Market Insights

By |March 7th, 2024|Categories: Podcast|Tags: , |

[Season 5 Ep.2] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

1302, 2024

Pence Perspective: So, What? with Dryden Pence – Feb 2024

By |February 13th, 2024|Categories: Pence Perspective|Tags: , , , |

Pence Perspective: So, What? with Dryden Pence Dryden Pence, Chief Investment Officer provides insights into the markets and the economy in the latest edition of “So, What?”. 02-12-2024 Important Information 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 [...]

202, 2024

[Season 5 Ep.1] Pence Market Insights

By |February 2nd, 2024|Categories: Podcast|Tags: , |

[Season 5 Ep.1] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

1001, 2024

Daily Market Report | 01/10/2024

By |January 10th, 2024|Categories: Daily Market Report|

Daily Market Report | 01/10/2024 US FINANCIAL MARKET Wall Street Traders on Hold in Run-Up to CPI Data: Markets Wrap - Bloomberg, 1/10/2024 Stocks, bonds, and the dollar saw small moves, with investors awaiting Thursday’s inflation data for clues on the Federal Reserve outlook. The S&P 500 rose 0.1%. The Nasdaq 100 rose 0.2%. The Dow Jones Industrial Average changed little. The yield [...]

901, 2024

Daily Market Report | 01/09/2024

By |January 9th, 2024|Categories: Daily Market Report|

Daily Market Report | 01/09/2024 US FINANCIAL MARKET Stocks Fall After Tech-Led Bounce; Oil Rebounds: Markets Wrap - Bloomberg, 1/9/2024 Stocks fell after a tech-led bounce as Treasury 10-year yields fluctuated above 4%. Oil climbed. The S&P 500 extended this year’s losses. The S&P 500 fell 0.6%. The Nasdaq 100 fell 0.7%. The Dow Jones Industrial Average fell 0.6%. Tech shares came under [...]

801, 2024

Daily Market Report | 01/08/2024

By |January 8th, 2024|Categories: Daily Market Report|

Daily Market Report | 01/08/2024 US FINANCIAL MARKET US Stocks Wobble After Selloff as Boeing Sinks: Markets Wrap - Bloomberg, 1/8/2024 Stocks, bonds, and the dollar saw small moves at the start of a week that will bring critical inflation data and bank earnings. The Dow Jones Industrial Average underperformed major benchmarks, with Boeing slumping as the grounding of its 737 Max 9 [...]

501, 2024

Energy Sector Update: OPEC, The Global Market, and U.S. Oil Production

By |January 5th, 2024|Categories: News Coverage|Tags: , , , , , , |

Energy Sector Update: OPEC, The Global Market, and U.S. Oil Production Dryden Pence, chief investment officer with Pence Capital discusses how OPEC has lost its grip on the global energy market. He also shares that American Oil production is at record levels. (Source:  Schwab Network) 01/02/2024 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional [...]

401, 2024

Daily Market Report | 01/04/2024

By |January 4th, 2024|Categories: Daily Market Report|

Daily Market Report | 01/04/2024 US FINANCIAL MARKET Bonds Slide After Jobs Data Curb Rate Cut Bets: Markets Wrap - Bloomberg, 1/4/2024 Treasury yields rose while technology stocks wobbled after robust jobs data sparked doubts about how soon and deeply the Federal Reserve could start cutting interest rates. The Nasdaq 100 was little changed as the tech-heavy benchmark pulls back from what could [...]

301, 2024

Daily Market Report | 01/03/2024

By |January 3rd, 2024|Categories: Daily Market Report|

Daily Market Report | 01/03/2024 US FINANCIAL MARKET Bonds Bounce Off Lows, Stocks Drop Deepens on Data: Markets Wrap - Bloomberg, 1/3/2024 US bonds pared losses while stocks extended their new-year rout following mixed data on factory activity and the labor market. Ten-year Treasury yields pared a climb from above 4%, the highest since mid-December, while the S&P 500 slid 0.6%. The Nasdaq [...]

301, 2024

Daily Market Report | 01/02/2024

By |January 3rd, 2024|Categories: Daily Market Report|

Daily Market Report | 01/02/2024 US FINANCIAL MARKET Nasdaq 100 Drops Over 1%, Bonds Retreat From Rally: Markets Wrap - Bloomberg, 1/2/2024 US stocks and Treasuries dropped as traders trimmed their bets on interest-rate cuts and speculated that the recent rally has been overdone. The Nasdaq index slid 1.6% in the tech-heavy benchmark’s biggest drop in about a month. The S&P 500 fell [...]

2912, 2023

Daily Market Report | 12/29/2023

By |December 29th, 2023|Categories: Daily Market Report|

Daily Market Report | 12/29/2023 US FINANCIAL MARKET S&P 500 Vies for Breakout at End of Stellar Year: Markets Wrap - Bloomberg, 12/29/2023 Wall Street’s final session of the year has stocks set for their ninth straight week of gains — the longest winning run since 2004. The S&P 500, Nasdaq 100 and The Dow Jones Industrial Average were little changed. While signs [...]

2812, 2023

Daily Market Report | 12/28/2023

By |December 28th, 2023|Categories: Daily Market Report|

Daily Market Report | 12/28/2023 US FINANCIAL MARKET Nasdaq 100 Is Set for Best Year Since Dot-Com Era: Markets Wrap - Bloomberg, 12/28/2023 A banner year for stocks is drawing to a close, with gains in big tech leaving the market near all-time highs amid the artificial-intelligence exuberance and dovish Federal Reserve bets. With only two sessions left before the final closing bell [...]

2712, 2023

Daily Market Report | 12/27/2023

By |December 27th, 2023|Categories: Daily Market Report|

Daily Market Report | 12/27/2023 US FINANCIAL MARKET US Stock Rally Loses Steam Near All-Time Highs: Markets Wrap - Bloomberg, 12/27/2023 Stocks struggled to find solid ground after a rally that put the market near a record on bets the Federal Reserve will cut rates next year. Without any major economic data or significant corporate events, the S&P 500 wavered. The Nasdaq 100 [...]

2112, 2023

[Season 4 Ep.9] Pence Market Insights

By |December 21st, 2023|Categories: Podcast|Tags: , |

[Season 4 Ep.9] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We suggest that [...]

2112, 2023

Daily Market Report | 12/21/2023

By |December 21st, 2023|Categories: Daily Market Report|

Daily Market Report | 12/21/2023 US FINANCIAL MARKET Stocks Hold Onto Gains Amid Signs Economy Cooling: Markets Wrap - Bloomberg, 12/21/2023 US stocks held onto gains after Thursday data signaled the economy was headed in the right direction, cementing bets on prospective interest rate cuts from the Federal Reserve. The S&P 500 rose 0.7%. The Nasdaq 100 rose 0.6%. The Dow Jones Industrial [...]

2012, 2023

Daily Market Report | 12/20/2023

By |December 20th, 2023|Categories: Daily Market Report|

Daily Market Report | 12/20/2023 US FINANCIAL MARKET Treasuries Trim Gains, Stocks Edge Up After Data: Markets Wrap - Bloomberg, 12/20/2023 US Treasuries held onto gains while stocks struggled to resume their climb after a fresh batch of data left traders measuring the chances a soft landing for the world’s largest economy. The yield on the US 10-year was down three basis points [...]

1812, 2023

Daily Market Report | 12/18/2023

By |December 18th, 2023|Categories: Daily Market Report|

Daily Market Report | 12/18/2023 US FINANCIAL MARKET US Stocks Rally Plows Ahead While Bonds Falter: Markets Wrap - Bloomberg, 12/18/2023 US stocks kicked off the week on positive note buoyed by a burst of deals, even as central bankers sought to sow doubts that aggressive interest-rate cuts will materialize early next year. Coming off a seven-week bull run, the S&P 500 rose [...]

1512, 2023

Daily Market Report | 12/15/2023

By |December 15th, 2023|Categories: Daily Market Report|

Daily Market Report | 12/15/2023 US FINANCIAL MARKET Everything Rally Cools as March Rate Cut in Doubt: Markets Wrap - Bloomberg, 12/15/2023 This week’s everything rally lost some heat on Friday after a Federal Reserve official threw cold water on hopes for an interest rate cut as early as March. US stocks and bonds were mixed while the dollar rebounded. New York Fed [...]

1412, 2023

Daily Market Report | 12/14/2023

By |December 14th, 2023|Categories: Daily Market Report|

Daily Market Report | 12/14/2023 US FINANCIAL MARKET Stocks Join Bonds Higher in Fed-Fueled Optimism: Markets Wrap - Bloomberg, 12/14/2023 Wall Street extended its rally after dovish Federal Reserve signals unleashed a bullish pulse across global markets amid optimism the world’s largest economy will be able to avert a recession. Equities pushed higher — with the S&P 500 approaching its record and the [...]

1412, 2023

The Fed May Only Do One or Two Rate Cuts Next Year

By |December 14th, 2023|Categories: News Coverage|Tags: , , , , , |

The Fed May Only Do One or Two Rate Cuts Next Year Dryden Pence, chief investment officer with Pence Capital Management joins ’Power Lunch’ to discuss the latest jobs report, its impact on the markets, and more. (Source:  CNBC Power Lunch) 12/08/2023 Disclosure: The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. [...]

1312, 2023

U.S. Market Wrap: Is the Fed narrative changing from “How High for How Long” to “How Low and How Fast”

By |December 13th, 2023|Categories: News Coverage|Tags: , , , , |

U.S. Market Wrap: Is the Fed narrative changing from “How High for How Long” to “How Low and How Fast” Laila Pence, President & Co-Founder, Pence Wealth Management shares her analysis on how markets are panning out ahead of the official jobs report, whether investors might see another rate hike this Christmas season, how far the tech run is expected to go in 2024 and [...]

2711, 2023

Maybe Two More Quarters of Positive Earnings

By |November 27th, 2023|Categories: News Coverage|Tags: , , , , , |

Maybe Two More Quarters of Positive EarningsDryden Pence, Chief Investment Officer at Pence Capital, discusses earnings season and the outlook for the next few quarters.(Source: Schwab Network)11/17/202311/17/2023 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 [...]

2711, 2023

Inflation Environment Continues but No Major Recession

By |November 27th, 2023|Categories: News Coverage|Tags: , , , , , |

Inflation Environment Continues but No Major Recession Dryden Pence, Chief Investment Officer at Pence Capital, talks about inflation and the next steps from the federal reserve. He also states why there will be no major recession. (Source: Schwab Network) 11/17/2023 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 [...]

1611, 2023

Don’t Expect To See Any Fed Cuts In The Near Future

By |November 16th, 2023|Categories: News Coverage|Tags: , , , , , |

Don't Expect to See Any Fed Cuts In The Near Future Pence Wealth Management President Laila Pence discusses her outlook for the U.S. Markets, Investment Strategy, and the future of fed rate cuts. (Source:  Bloomberg Daybreak: Australia) 11/13/2023 Disclosure: 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 [...]

1411, 2023

Daily Market Report | 11/14/2023

By |November 14th, 2023|Categories: Daily Market Report|

Daily Market Report | 11/14/2023 US FINANCIAL MARKET S&P 500 Up 2% as Yields Tumble After CPI Surprise: Markets Wrap - Bloomberg, 11/14/2023 Stocks climbed while bond yields sank as an unexpected inflation slowdown bolstered bets the Federal Reserve’s aggressive hiking cycle is now over — and its next move will be a cut in mid-2024. More than 95% of the S&P 500 [...]

1311, 2023

You Buy Body Armor That Saves Soldiers Lives

By |November 13th, 2023|Categories: News Coverage|Tags: , , , , , |

Dryden Pence to Americans: You Buy Body Armor That Saves Soldiers’ Lives Dryden Pence, chief investment officer with Pence Capital Management The Claman Countdown to salute U.S. Veterans and provide insight on the Federal Reserve’s move. (Source:  Fox Business) 11/13/2023 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 [...]

711, 2023

[Season 4 Ep.8] Pence Market Insights

By |November 7th, 2023|Categories: Podcast|Tags: , |

[Season 4 Ep.8] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

611, 2023

Douglas Frazier Receives 2023 Director’s Club Award from LPL

By |November 6th, 2023|Categories: Awards & Accolades, Press Release|

Douglas Frazier receives 2023 Director's Club Award from LPL Newport Beach, CA — [Nov. 3, 2023] – Douglas Frazier an independent LPL Financial advisor at Pence Wealth Management in Newport Beach, today announced his inclusion in LPL’s Director’s Club. With more than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based upon their business success*. “On behalf of LPL, I’m thrilled to congratulate Douglas Frazier,” said [...]

311, 2023

Jobs Reports Shows ‘More Normalized’ Growth

By |November 3rd, 2023|Categories: News Coverage|Tags: , , , , |

Jobs Report Shows ‘More Normalized’ Growth Dryden Pence, chief investment officer with Pence Capital Management says the October jobs report from the U.S. Labor Department, which reflected slowing job growth, shows that the U.S. is shifting to a “more normalized job growth distribution and probably a more normalized unemployment rate." (Source: Reuters) 11/03/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with [...]

211, 2023

Daily Market Report | 11/02/2023

By |November 2nd, 2023|Categories: Daily Market Report|

Daily Market Report | 11/02/2023 US FINANCIAL MARKET Tech Giants Lead Stock Gains as Bond Yields Slide: Markets Wrap - Bloomberg, 11/2/2023 Stocks rose and bond yields fell on speculation the Federal Reserve is done with interest-rate hikes. The pound gained after the Bank of England ruled out any possibility of letting up on its fight against inflation for the foreseeable future. The [...]

3110, 2023

Daily Market Report | 10/31/2023

By |October 31st, 2023|Categories: Daily Market Report|

Daily Market Report | 10/31/2023 US FINANCIAL MARKET Wall Street ‘Yawns’ at Economic Data in Fed Run-Up: Markets Wrap - Bloomberg, 10/31/2023 Wall Street is heading toward the end of a jittery month, with stocks fluctuating and bonds mixed. The yen slumped after the Bank of Japan made only minor changes to its policy settings. Traders took the latest economic data in stride [...]

3010, 2023

Daily Market Report | 10/30/2023

By |October 30th, 2023|Categories: Daily Market Report|

Daily Market Report | 10/30/2023 US FINANCIAL MARKET Oil Falls 3% as Weekend Jitters Ease; Stocks Rise: Markets Wrap - Bloomberg, 10/30/2023 Stocks rose around the world, oil fell 3% while Treasuries retreated as Israel’s ground incursion into Gaza appeared less extensive than some investors had feared. The S&P 500 traded off session highs, while still halting a three-day slide that drove the [...]

2410, 2023

The Earnings Recession is Pretty Much Over

By |October 24th, 2023|Categories: News Coverage|Tags: , , , , , , , |

The earnings recession is pretty much over, says Pence Capital’s Dryden Pence Dryden Pence, chief investment officer with Pence Capital Management joins ’Power Lunch’ to discuss stocks, rising yields, and the economy. (Source:  CNBC Power Lunch) 10/20/2023 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 [...]

2310, 2023

Daily Market Report | 10/23/2023

By |October 23rd, 2023|Categories: Daily Market Report|

Daily Market Report | 10/23/2023 US FINANCIAL MARKET Treasury 10-Year Yield Retreats After Hitting 5%: Markets Wrap - Bloomberg, 10/23/2023 A renewed bout of volatility in the bond market impacted stock trading on Monday, with investors also awaiting earnings from a handful of big tech companies. Oil and gold retreated as Israel appeared to hold off on a broader ground invasion in Gaza. [...]

1810, 2023

Daily Market Report | 10/18/2023

By |October 18th, 2023|Categories: Daily Market Report|

Daily Market Report | 10/18/2023 US FINANCIAL MARKET Stocks Drop, Oil Climbs on Renewed Mideast Risks: Markets Wrap - Bloomberg, 10/18/2023 Stocks were under pressure and oil climbed as Iran intensified its rhetoric against Israel after an explosion at a Gaza hospital that complicated diplomatic efforts to rein in the Middle East conflict. The S&P 500 fell 0.8%. The Nasdaq 100 fell 0.9%. [...]

1610, 2023

Daily Market Report | 10/16/2023

By |October 16th, 2023|Categories: Daily Market Report|

Daily Market Report | 10/16/2023 US FINANCIAL MARKET Stocks Rise Amid Efforts to Stifle Israel Conflict: Markets Wrap - Bloomberg, 10/16/2023 Stocks rose and bonds fell amid diplomatic efforts to prevent the Israel-Hamas war from expanding into a regional conflict. Oil edged lower, following last week’s rally. The S&P 500 halted a two-day slide, with traders also gearing up for a raft of [...]

1110, 2023

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

By |October 11th, 2023|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

1110, 2023

PENCE WEALTH MANAGEMENT RECOGNIZED IN FORBES 2023 TOP RIA FIRMS

By |October 11th, 2023|Categories: Press Release|Tags: |

Pence Wealth Management Recognized in Forbes 2023 Top RIA Firms Pence Wealth Management has been named one of Forbes’ 2023 Top 100 RIA Firms in the nation1. The annual Forbes/Shook Top RIA list, names an exclusive group of advisory firms with seasoned professionals who have several decades of experience and demonstrated history of guiding clients through market upheavals. Pence Wealth Management secured #13 on Forbes' Top 100 [...]

1110, 2023

Markets Likely to Shrug Off Israel-Hamas Conflict Unless It Spreads

By |October 11th, 2023|Categories: News Coverage|Tags: , , , , , , |

Markets Likely to Shrug Off Israel-Hamas Conflict Unless It Spreads Dryden Pence, Chief Investment Officer at Pence Capital, discusses how the conflict between Israel and Hamas will affect U.S. investors and the opportunities in the Energy and Defense sectors driven by demand and backlogs. (Source:  Yahoo Finance) 10/10/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that [...]

1110, 2023

Daily Market Report | 10/11/2023

By |October 11th, 2023|Categories: Daily Market Report|

Daily Market Report | 10/11/2023 US FINANCIAL MARKET Wall Street Brushes Off Hot PPI as Stocks Advance: Markets Wrap – Bloomberg, 10/11/2023 Stocks rose as traders shrugged off a hotter-than-estimated inflation reading to focus on less hawkish comments from Federal Reserve speakers. Oil fell after an early-week surge. The S&P 500 gained for a fourth straight session, rebounding from technically oversold levels. The [...]

410, 2023

Daily Market Report | 10/04/2023

By |October 4th, 2023|Categories: Daily Market Report|

Daily Market Report | 10/04/2023 US FINANCIAL MARKET Bond Rout Eases as Traders Parse Job, Service Data: Markets Wrap - Bloomberg, 10/4/2023 Global bonds steadied Wednesday as traders parsed US data and raised bets that the Federal Reserve can refrain from further interest rate increases. Ten-year Treasury yields remain lower on the day after the rate on the benchmark had reached as high [...]

310, 2023

Chevron Produces More Oil than Kuwait

By |October 3rd, 2023|Categories: News Coverage|Tags: , , , , , |

Chevron Produces More Oil than Kuwait Dryden Pence, Chief Investment Officer at Pence Capital, says the dominance of Exxon Mobil and Chevron can make them a good long-term choice. He also believes the pullback and volatility is an opportunity to enter the market. (Source:  Schwab Network) 10/02/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides [...]

310, 2023

Daily Market Report | 10/03/2023

By |October 3rd, 2023|Categories: Daily Market Report|

Daily Market Report | 10/03/2023 US FINANCIAL MARKET Stock, Bond Drop Deepens After Jobs Data Surprise: Markets Wrap - Bloomberg, 10/3/2023 Stocks slumped while the retreat in Treasuries get fresh legs as investors digested an unexpected rise in job openings in August. The S&P 500 and Nasdaq 100 indexes fell more than 1% after Tuesday data showing the number of available positions rose [...]

2909, 2023

Daily Market Report | 09/29/2023

By |September 29th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/29/2023 US FINANCIAL MARKET Stocks, Bonds Rebound Trimmed as Walkouts Spread: Markets Wrap - Bloomberg, 9/29/2023 US stocks and Treasuries trimmed an advance as plans for auto plant strikes were expanded. The S&P 500 was up 0.5%, while the Nasdaq 100 pared back from a 1.4% jump after the Federal Reserve’s preferred measure of inflation increased at a slower-than-expected [...]

2809, 2023

Daily Market Report | 09/28/2023

By |September 28th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/28/2023 US FINANCIAL MARKET Bond Selloff Gains Steam as September Losses Mount: Markets Wrap - Bloomberg, 9/28/2023 A global bond selloff deepened on Thursday amid speculation that central banks from the US to Europe are poised to keep interest rates elevated. The S&P 500 rose 0.3%. The Nasdaq 100 rose 0.3%. The Dow Jones Industrial Average rose 0.3%. Yields [...]

2609, 2023

Daily Market Report | 09/26/2023

By |September 26th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/26/2023 US FINANCIAL MARKET S&P 500 Hits 3-Month Low as Economy Angst Climbs: Markets Wrap - Bloomberg, 9/26/2023 The S&P 500 slid to a three-month low Tuesday as consumer confidence in the economy waned and investors factored in a protracted period of high interest rates. A selloff in government bonds paused while the dollar climbed. The S&P 500 lost [...]

2509, 2023

Daily Market Report | 09/25/2023

By |September 25th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/25/2023 US FINANCIAL MARKET Bonds Fall, Dollar Rallies as Hawkish Fed Sinks In: Markets Wrap - Bloomberg, 9/25/2023 Government bonds fell while stocks steadied as traders speculated central banks will keep interest rates elevated to quell inflation. A gauge of dollar strength hit its highest level this year. The US Treasury 10-year yield climbed nearly 10 basis points to [...]

2209, 2023

Daily Market Report | 09/22/2023

By |September 22nd, 2023|Categories: Daily Market Report|

Daily Market Report | 09/22/2023 US FINANCIAL MARKET Stocks Rise at End of Bruising Week on Wall Street: Markets Wrap - Bloomberg, 9/22/2023 Stocks rebounded from nearly oversold levels as bond yields fell, with traders weighing a subdued reading on business activity and the latest Fedspeak for clues on the outlook for monetary policy. The S&P 500 halted a three-day slide, while still [...]

2109, 2023

Daily Market Report | 09/21/2023

By |September 21st, 2023|Categories: Daily Market Report|

Daily Market Report | 09/21/2023 US FINANCIAL MARKET Wall Street Is Bracing for Fed’s ‘Hawkish Hold’: Markets Wrap - Bloomberg, 9/20/2023 Stocks, bonds and the dollar saw small moves, with traders betting the Federal Reserve will keep interest rates steady on Wednesday while hinting at the possibility of hiking again, if warranted. The S&P 500 edged higher. The Nasdaq 100 was little changed. [...]

2009, 2023

Anti-Obesity Drug Market – $2.8 Billion Value to $75 Billion by 2030

By |September 20th, 2023|Categories: News Coverage|Tags: , , , , , |

Anti-Obesity Drug Market - $2.8 Billion Value to $75 Billion by 2030. Pence Wealth Management President Laila Pence discusses her outlook on the U.S. markets and economy highlighting AI, Construction, and Anti-Obesity drug market, which is expected to grow from a value of $2.8 Billion to $75 Billion by 2030. (Source:  Bloomberg Daybreak: Australia) 09/19/2023 Disclosure: The opinions expressed are for general information purposes only [...]

2009, 2023

Daily Market Report | 09/20/2023

By |September 20th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/20/2023 US FINANCIAL MARKET Wall Street Is Bracing for Fed’s ‘Hawkish Hold’: Markets Wrap - Bloomberg, 9/20/2023 Stocks, bonds and the dollar saw small moves, with traders betting the Federal Reserve will keep interest rates steady on Wednesday while hinting at the possibility of hiking again, if warranted. The S&P 500 edged higher. The Nasdaq 100 was little changed. [...]

1909, 2023

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2023 TOP INDEPENDENT FINANCIAL ADVISORS

By |September 19th, 2023|Categories: Press Release|Tags: |

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2023 TOP INDEPENDENT FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2023 Top 100 Independent Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 12th consecutive time to be included in the [...]

1509, 2023

[Season 4 Ep.7] Pence Market Insights

By |September 15th, 2023|Categories: Podcast|Tags: , |

[Season 4 Ep.7] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

1409, 2023

Daily Market Report | 09/14/2023

By |September 14th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/14/2023 US FINANCIAL MARKET Stocks Climb as Data Rekindle Bets on Soft Landing: Markets Wrap - Bloomberg, 9/14/2023 Stocks rose after strong economic reports revived speculation the Federal Reserve will be able to engineer a soft landing even if it keeps interest rates higher for longer. The euro fell on bets the European Central Bank will stay on hold [...]

1309, 2023

Daily Market Report | 09/13/2023

By |September 13th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/13/2023 US FINANCIAL MARKET Wall Street Says CPI Not a ‘Game Changer’ for Fed: Markets Wrap – Bloomberg, 9/13/2023 Stocks, bonds and the dollar saw small moves, with a mixed inflation report reinforcing speculation the Federal Reserve will pause its rate hikes — but refrain from calling the end of its tightening cycle. The S&P 500 was little changed. [...]

1209, 2023

Daily Market Report | 09/12/2023

By |September 12th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/12/2023 US FINANCIAL MARKET Tech Weighs on Stocks as Dollar Gains Before CPI: Markets Wrap - Bloomberg, 9/11/2023 Stocks retreated, while the dollar rebounded as investors geared up for a key inflation report that’s expected to bring more insights on the outlook for the Federal Reserve’s next steps. The S&P 500 fell 0.4%. The Nasdaq 100 fell 0.7%. The [...]

1109, 2023

Daily Market Report | 09/11/2023

By |September 11th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/11/2023 US FINANCIAL MARKET Stocks Grind Higher as Dollar Halts Hot Streak: Markets Wrap - Bloomberg, 9/11/2023 Stocks advanced ahead of economic readings that will help shape Wall Street’s views on how close the Federal Reserve is from wrapping up its tightening cycle. Bonds were relatively stable. The S&P 500 hovered near the 4,500 mark. The S&P 500 rose [...]

809, 2023

Daily Market Report | 09/08/2023

By |September 8th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/08/2023 US FINANCIAL MARKET ‘Overloved’ Dollar Falls as Buyer Fatigue Kicks In: Markets Wrap - Bloomberg, 9/8/2023 The dollar lost traction, following a seemingly unstoppable rally that pushed currency toward a record streak of weekly gains on bets the Federal Reserve will keep rates elevated. Stocks and bonds edged higher. The Bloomberg Dollar Spot Index fell, while still on [...]

709, 2023

Daily Market Report | 09/07/2023

By |September 7th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/07/2023 US FINANCIAL MARKET Nasdaq 100 Down 1% as Apple Leads Megacap Rout: Markets Wrap - Bloomberg, 9/7/2023 Stocks fell amid concern over how a Chinese ban on Apple’s iPhone could impact other segments of the American technology industry. Treasuries and the dollar were little changed, shrugging off the initial impact of jobless claims data that reinforced the case [...]

609, 2023

What Lies Ahead For The Magnificent 7 Stocks?

By |September 6th, 2023|Categories: News Coverage|Tags: , , |

What Lies Ahead For The Magnificent 7 Stocks? Dryden Pence, Chief Investment Officer at Pence Capital, says the next 3 quarters can still be positive for the magnificent 7 stocks - Tesla (TSLA), Apple (AAPL), Amazon (AMZN), Nvidia (NVDA), Microsoft (MSFT), and Alphabet (GOOGL). (Source:  Schwab Network)  09/01/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that [...]

609, 2023

Daily Market Report | 09/06/2023

By |September 6th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/06/2023 US FINANCIAL MARKET Traders Boost Bets on November Fed-Hike After ISM: Markets Wrap - Bloomberg, 9/6/2023 Stocks fell, while Treasury yields rose after a stronger-than-estimated reading on the US services industry bolstered speculation the Federal Reserve will keep interest rates higher for longer. The S&P 500 extended its drop below 4,500, while the Nasdaq 100 was down about [...]

509, 2023

Daily Market Report | 09/05/2023

By |September 5th, 2023|Categories: Daily Market Report|

Daily Market Report | 09/05/2023 US FINANCIAL MARKET Dollar Hits Highest Since March as US Yields Climb: Markets Wrap – Bloomberg, 9/5/2023 The dollar hit the highest since March as Treasury yields rose and stocks fluctuated, with traders betting interest rates will remain elevated even if the Federal Reserve halts its tightening cycle this month. As the greenback advanced, options traders positioned for [...]

109, 2023

U.S Market Wrap: Will The Bullish A.I. Trend Keep Up?

By |September 1st, 2023|Categories: News Coverage|Tags: , , |

U.S. Market Wrap: Will The Bullish A.I. Trend Keep Up? Laila Pence, President & Co-Founder, Pence Wealth Management shares her insights on market volatility and inflationary pressure expectations ahead of the Jackson Hole Economic Symposium, as well as bullishness in the AI space. Source: MoneyFM 98.3 08/24/2023 Disclosure: The opinions expressed are for general information purposes only and are not intended to provide [...]

109, 2023

Daily Market Report | 09/01/2023

By |September 1st, 2023|Categories: Daily Market Report|

Daily Market Report | 09/01/2023 US FINANCIAL MARKET Stocks Rise as Jobs Report Fuels Fed-Peak Wagers: Markets Wrap - Bloomberg, 9/1/2023 Stocks rose after jobs data fueled bets that the Federal Reserve will refrain from raising interest rates again this year to prevent an economic recession. The S&P 500 headed toward its best week since March. The S&P 500 rose 0.4%. The Nasdaq [...]

3108, 2023

Daily Market Report | 08/31/2023

By |August 31st, 2023|Categories: Daily Market Report|

Daily Market Report | 08/31/2023 US FINANCIAL MARKET Stock Traders Hold Back on Big Bets Before Jobs: Markets Wrap - Bloomberg, 8/31/2023 Stocks, bonds and the dollar posted small moves after mixed economic data, with traders bracing for Friday’s jobs report for clues on the outlook for Federal Reserve policy. The S&P 500 rose for a fifth straight day, while still heading toward [...]

3008, 2023

Daily Market Report | 08/30/2023

By |August 30th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/30/2023 US FINANCIAL MARKET S&P 500 Tops 4,500, Yields Drop on Economic Data: Markets Wrap – Bloomberg, 8/30/2023 Stocks rose, while Treasury yields fell as another batch of economic data cemented bets the Federal Reserve is approaching the end of its interest-rate hikes. The S&P 500 topped 4,500. Visa and Mastercard climbed on plans to boost the fees that [...]

2908, 2023

Daily Market Report | 08/29/2023

By |August 29th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/29/2023 US FINANCIAL MARKET Stocks Up, Yields Down as Data Fuel Fed Skip Bets: Markets Wrap – Bloomberg, 8/29/2023 Wall Street traders pushed the stock market higher, while bond yields retreated after economic reports bolstered speculation the Federal Reserve will be able to pause its interest-rate hikes in September. The S&P 500 headed toward its longest winning streak in [...]

2808, 2023

DISNEY LOOKS PROMISING, BUT WILL STRIKE DAMPEN PROGRESS?

By |August 28th, 2023|Categories: News Coverage|Tags: , , , |

Disney Looks Promising, But Will Strike Dampen Progress? Pence Capital Management Chief Investment Officer Dryden Pence says, stock pricing is at the same level as 2020, and amusement park demand is there since “8-year-olds don’t really care about what’s going on with inflation”.  Source: Fox Business  Air Date: 08/23/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California [...]

2808, 2023

CRUDE OIL DEMAND TO REMAIN HIGH

By |August 28th, 2023|Categories: News Coverage|Tags: , , , , , |

Crude Oil Demand to Remain High Pence Capital Management Chief Investment Officer Dryden Pence says oil demand will remain high even with supply constraints, which will be supportive of higher pricing.  Source: Fox Business  Air Date: 08/23/2023 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 [...]

2808, 2023

EXXON MORE PROFITABLE THAN IT WAS IN 2021

By |August 28th, 2023|Categories: News Coverage|Tags: , , , , |

Exxon More Profitable Than It Was in 2021 Pence Capital Management Chief Investment Officer Dryden Pence says he likes Exxon and that “at 3.7 million barrels a day, they are actually a larger producer of oil than Iran”.  Source: Fox Business Air Date: 08/23/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio [...]

2808, 2023

Daily Market Report | 08/28/2023

By |August 28th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/28/2023 US FINANCIAL MARKET Stocks Start Data-Packed Week on a Positive Note: Markets Wrap - Bloomberg, 8/28/2023 Stocks advanced, while bond yields retreated at the start of a week jam-packed with economic data that will help shape the outlook for Federal Reserve policy. The S&P 500 rose 0.7%. The Nasdaq 100 rose 0.7%. The Dow Jones Industrial Average rose [...]

2508, 2023

Daily Market Report | 08/25/2023

By |August 25th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/25/2023 US FINANCIAL MARKET Stocks Fall as Powell Signals ‘Job Isn’t Done Yet’: Markets Wrap - Bloomberg, 8/25/2023 Stocks fell and bond yields rose after Jerome Powell signaled the Federal Reserve will keep policy tighter for longer to bring inflation back to its target, while saying it “will proceed carefully” on whether to raise interest rates again. The S&P [...]

2408, 2023

Daily Market Report | 08/24/2023

By |August 24th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/24/2023 US FINANCIAL MARKET Tech Rally Sputters as Yields Rise Before Powell: Markets Wrap - Bloomberg, 8/24/2023 A rally in big tech fizzled out as bond yields rose, with traders awaiting Jerome Powell’s speech on Friday for clues on the outlook for interest rates. The S&P 500 erased gains, while the Nasdaq 100 fell 1% — after rising about [...]

2308, 2023

Daily Market Report | 08/23/2023

By |August 23rd, 2023|Categories: Daily Market Report|

Daily Market Report | 08/23/2023 US FINANCIAL MARKET Stocks, Bonds Climb as Data Fuel Fed Pause Wagers: Markets Wrap - Bloomberg, 8/23/2023 Bonds climbed around the world as weak economic data in the US and Europe bolstered bets that major central banks will pause their interest-rate hikes to prevent a recession. The S&P 500 rose 0.9%. The Nasdaq 100 rose 1.5%. The Dow [...]

2208, 2023

Daily Market Report | 08/22/2023

By |August 22nd, 2023|Categories: Daily Market Report|

Daily Market Report | 08/22/2023 discretionary spend,” he said. “And that’s really for us the overall theme of how we see the second half of the year.” Dick’s Sporting Goods Blames Theft for Profit Woes - Wall Street Journal, 8/22/2023 Dick’s Sporting Goods shares plunged 20% Tuesday after the retailer posted weak earnings and said rising retail theft was sapping its profitability. The [...]

2108, 2023

Daily Market Report | 08/21/2023

By |August 21st, 2023|Categories: Daily Market Report|

Daily Market Report | 08/21/2023 US FINANCIAL MARKET Stocks Almost Wipe Out Gains as Bond Yields Climb: Markets Wrap - Bloomberg, 8/21/2023 Stocks almost erased their gains as a renewed slide in Treasuries pushed 10-year yields to the highest level since 2007. The S&P 500 was little changed. The Nasdaq 100 rose 0.6%. The Dow Jones Industrial Average fell 0.4%. Traders also awaited [...]

1808, 2023

Daily Market Report | 08/18/2023

By |August 18th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/18/2023 US FINANCIAL MARKET Global Stocks Heading for Worst Week Since March: Markets Wrap - Bloomberg, 8/18/2023 Stocks slumped, putting a global benchmark on track for the biggest weekly loss since March, as worries about China and higher global interest rates sapped sentiment. The S&P 500 fell 0.7%. The Dow Jones Industrial Average fell 0.5%. The Nasdaq 100 slumped [...]

1708, 2023

Daily Market Report | 08/17/2023

By |August 17th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/17/2023 US FINANCIAL MARKET Tech Behemoths Drag on Stocks as Bonds Sell Off: Markets Wrap - Bloomberg, 8/17/2023 Tech heavyweights dragged on US benchmarks with stocks poised to extend a slump into a third day, a global bond market selloff intensified. The S&P 500 erased early gains, the equities gauge has closed below a closely-watched technical level twice this [...]

1508, 2023

Daily Market Report | 08/15/2023

By |August 15th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/15/2023 US FINANCIAL MARKET Banks Drag on S&P 500 as Rate Wagers Dwindle: Markets Wrap - Bloomberg, 8/15/2023 Stocks slumped as investor debate shifts toward how long the Federal Reserve will keep higher interest rates. US bonds gained as investors bought the dip. The S&P 500 fell 0.8% while the Nasdaq 100 slid 0.7% after US retail sales rose [...]

1408, 2023

Daily Market Report | 08/14/2023

By |August 14th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/14/2023 US FINANCIAL MARKET Stocks Weaken as China Contagion Risks Weighed: Markets Wrap - Bloomberg, 8/14/2023 Equity markets wobbled and US Treasury yields rose as investors weighed the potential for policy action by Chinese regulators to address mounting financial and property risks. Stocks were mixed in light trading as the tech-heavy Nasdaq 100 and favorites like Nvidia clung to [...]

1108, 2023

Daily Market Report | 08/11/2023

By |August 11th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/11/2023 US FINANCIAL MARKET Stocks Erase Losses After Consumer Sentiment Data: Markets Wrap - Bloomberg, 8/11/2023 Stocks erased losses after data showed an unexpected drop in inflation expectations, bolstering the outlook for a pause in Federal Reserve rate hikes next month. The S&P 500 was little changed, while still heading toward a second straight week of losses. The Nasdaq [...]

1008, 2023

Are Technology Stocks Slipping? Is a Broader Market Rally Ahead?

By |August 10th, 2023|Categories: News Coverage|Tags: , , , , , |

Are Technology Stocks Slipping? Is a Broader Market Rally Ahead? “We’re beginning to see a shift out of some of those ones that have really led and transforming into what we believe is a broader market rally” says Dryden Pence, Chief Investment Officer at Pence Capital Management. Source: Reuters 08/08/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of [...]

1008, 2023

Path of Inflation Could Create Challenges for Fed – Are They Targeting 2% or Tolerating 3%?

By |August 10th, 2023|Categories: News Coverage|Tags: , , , , |

Path of Inflation Could Create Challenges for Fed - Are They Targeting 2% or Tolerating 3%? Inflation is continuing to fall but the pace of decline is slowing, and it could level off, said Pence Capital Management Chief Investment Officer Dryden Pence, adding that the Federal Reserve will face tough decisions as a result. Source: Reuters 08/08/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an [...]

1008, 2023

Oil Stocks Look Promising

By |August 10th, 2023|Categories: News Coverage|Tags: , , , |

Oil Stocks Look Promising Pence Capital Management Chief Investment Officer Dryden Pence says he likes oil stocks as he believes crude prices are heading higher. Source: Reuters 08/08/2023 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 [...]

1008, 2023

Daily Market Report | 08/10/2023

By |August 10th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/10/2023 US FINANCIAL MARKET Stocks Rise as CPI Bolsters Bets on a Fed Skip: Markets Wrap - Bloomberg, 8/10/2023 Stocks rose after US inflation data reinforced speculation the Federal Reserve will pause its interest-rate hikes in September. The stock market advanced after a two-day slide, with all major groups in the S&P 500 pushing higher. The tech-heavy Nasdaq 100 [...]

908, 2023

Daily Market Report | 08/09/2023

By |August 9th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/09/2023 US FINANCIAL MARKET Nasdaq 100 Drops 1% in Run-Up to Key CPI Report: Markets Wrap - Bloomberg, 8/9/2023 A slide in tech megacaps and higher energy prices weighed on stock trader sentiment ahead of key inflation data that will help shape up the outlook for the Federal Reserve’s next steps. The S&P 500 fell 0.4%. The Nasdaq 100 [...]

808, 2023

Daily Market Report | 08/08/2023

By |August 8th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/08/2023 US FINANCIAL MARKET Stocks Drop as Bank, Economic Worries Lift Bonds: Markets Wrap - Bloomberg, 8/8/2023 Stocks fell around the world as traders rushed into bonds after a raft of news on China, Italy and the US fanned worries about the financial system and the global economy. The S&P 500 fell 1.1%. The Nasdaq 100 fell 1.4%. The [...]

708, 2023

Daily Market Report | 08/07/2023

By |August 7th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/07/2023 US FINANCIAL MARKET Treasuries Kick Off Week With Losses After Fed speak: Market Wrap - Bloomberg, 8/7/2023 Treasuries started the week under pressure after remarks from a Federal Reserve official signaled interest rates could remain higher for longer to tame inflation pressures. Ten-year US yields resumed their advance, the dollar fluctuated and the S&P 500 rebounded from its [...]

408, 2023

Daily Market Report | 08/04/2023

By |August 4th, 2023|Categories: Daily Market Report|

Daily Market Report | 08/04/2023 US FINANCIAL MARKET Stocks Rise, Bond Yields Fall After Mixed Jobs: Markets Wrap - Bloomberg, 8/4/2023 Wall Street saw a reversal of the moves of the past few days, with stocks rising and bond yields falling after a mixed jobs report did little to alter bets on the outlook for Federal Reserve policy. The S&P 500 rose 0.4%. [...]

308, 2023

Daily Market Report | 08/03/2023

By |August 3rd, 2023|Categories: Daily Market Report|

Daily Market Report | 08/03/2023 US FINANCIAL MARKET Treasury Rout Unnerves Traders as Stocks Retreat: Markets Wrap - Bloomberg, 8/3/2023 Treasuries deepened a selloff, driving the 10-year yield to a nine-month high, and equities slumped as investors grew increasingly worried about rising borrowing costs. The S&P 500 extended Wednesday’s losses and European stocks fell almost 1%. The S&P 500 fell 0.2%. The Nasdaq [...]

208, 2023

[Season 4 Ep.6] Pence Market Insights

By |August 2nd, 2023|Categories: Podcast|Tags: , |

[Season 4 Ep.6] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

208, 2023

Daily Market Report | 08/02/2023

By |August 2nd, 2023|Categories: Daily Market Report|

Daily Market Report | 08/02/2023 US FINANCIAL MARKET Stocks Hit Session Lows With Nasdaq 100 Down 2%: Markets Wrap - Bloomberg, 8/2/2023 Stocks fell and bond yields rose, following a hot labor-market reading and as the Treasury boosted the size of its debt sales just a day after the US was downgraded by Fitch Ratings. The S&P 500 fell over 1% and was [...]

108, 2023

Daily Market Report | 08/01/2023

By |August 1st, 2023|Categories: Daily Market Report|

Daily Market Report | 08/01/2023 US FINANCIAL MARKET Stocks Pull Back From July Rally on Weak Earnings: Markets Wrap – Bloomberg, 8/1/2023 The stock rally that catapulted the S&P 500 to a 16-month high lost momentum after a flurry of companies reported disappointing earnings. Traders also waded through mixed data on jobs openings. The S&P 500 fell 0.3%. The Nasdaq 100 fell 0.3%. [...]

3107, 2023

Exxon Mobil (XOM) Expects Record Oil Demand Through 2024

By |July 31st, 2023|Categories: News Coverage|Tags: , , , , , |

Stock Market Shrugs Off Recession Signals as Rally Builds Dryden Pence, Chief Investment Officer at Pence Capital, provides a forecast for the oil market, highlights XOM, and how it’s significantly more profitable than it was in 2021 in a similar pricing environment. (Source: Ameritrade Network) 07/28/2023 Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level [...]

3107, 2023

Stock Market Shrugs Off Recession Signals As Rally Builds

By |July 31st, 2023|Categories: News Coverage|Tags: , , , , |

Stock Market Shrugs Off Recession Signals as Rally Builds Dryden Pence, Chief Investment Officer at Pence Capital, says "There's an actual chance here the Fed could stick the landing". (Source:  The Wall Street Journal) 07/25/2023 READ ARTICLE 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 [...]

3107, 2023

Daily Market Report | 07/31/2023

By |July 31st, 2023|Categories: Daily Market Report|

Daily Market Report | 07/31/2023 US FINANCIAL MARKET Stock Traders Hold Back on Big Moves After Rally: Markets Wrap - Bloomberg, 7/31/2023 Wall Street traders refrained from making big moves at the start of a busy week for corporate earnings, with the stock market still on pace to notch its longest streak of monthly gains since August 2021. Investors have looked past concern [...]

2807, 2023

Daily Market Report | 07/28/2023

By |July 28th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/28/2023 US FINANCIAL MARKET Stock Market Today: Stocks Move Higher as Big Tech Climbs - Wall Street Journal, 7/28/2023 U.S. stock indexes rose Friday, lifted by tech shares, as blue-chip earnings and fresh inflation data rolled in. The Nasdaq Composite added more than 1.5%. The S&P 500 and Dow industrials also rose. The Dow on Thursday snapped a 13-day [...]

2707, 2023

Daily Market Report | 07/27/2023

By |July 27th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/27/2023 US FINANCIAL MARKET Nasdaq 100 Up 1% as GDP Fuels ‘Soft Landing’ Calls: Markets Wrap - Bloomberg, 7/27/2023 Stocks rose as data signaled the world’s largest economy remains strong despite the Federal Reserve’s aggressive tightening campaign, bolstering the case for a so-called soft landing. Major equity benchmarks gained as a report showed gross domestic product unexpectedly picked up [...]

2607, 2023

Daily Market Report | 07/26/2023

By |July 26th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/26/2023 US FINANCIAL MARKET Stocks Lose Steam Just a Few Hours Away From Fed: Markets Wrap - Bloomberg, 7/26/2023 Wall Street traders bracing for a Federal Reserve rate hike on Wednesday sent stocks lower on speculation Jerome Powell will signal another increase this year isn’t entirely off the cards. The S&P 500 fell 0.3%. The Nasdaq 100 fell 0.9%. [...]

2507, 2023

Daily Market Report | 07/25/2023

By |July 25th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/25/2023 US FINANCIAL MARKET US Stocks Muted, Bonds Under Pressure After Data: Markets Wrap - Bloomberg, 7/25/2023 US stock trading was muted as traders awaited earnings from technology megacaps and Wednesday’s Federal Reserve decision. The S&P 500 fluctuated, while the tech-heavy Nasdaq 100 outperformed as Microsoft and Alphabet were due to report their results. Shares in both companies rose [...]

2407, 2023

Daily Market Report | 07/24/2023

By |July 24th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/24/2023 US FINANCIAL MARKET Global Bonds Advance After Weak European Data: Markets Wrap - Bloomberg, 7/24/2023 Global bonds climbed and stocks posted small gains Monday, as sharp declines in manufacturing and services gauges across Europe fanned concerns about economic growth. Investors were wary of making big equity bets at the start of a week packed with major central bank [...]

2107, 2023

Daily Market Report | 07/21/2023

By |July 21st, 2023|Categories: Daily Market Report|

Daily Market Report | 07/21/2023 US FINANCIAL MARKETTech Stocks Pare Rebound; Treasuries Rise: Markets Wrap – Bloomberg, 7/21/2023Technology shares eased back from a potential rebound on Friday while Treasuries rose and the yen weakened on speculation the Bank of Japan won’t make any changes to its yield curve control program.The S&P 500 and tech-heavy Nasdaq 100 were little changed after earlier gains attempting to claw back [...]

2007, 2023

Pence Perspective: Inflation and Recession – So, What?

By |July 20th, 2023|Categories: Pence Perspective|Tags: , , , |

Pence Perspective: Inflation and Recession – So, What? Dryden Pence, Chief Investment Officer provides insights into the economic factors driving the recession conversation in the latest edition of “So, What?”. 07-18-2023 Important Information 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 [...]

2007, 2023

The Fed Can Stick the Landing

By |July 20th, 2023|Categories: News Coverage|Tags: , , , , , |

The Fed Can Stick The Landing Pence Wealth Management President Laila Pence discussed the federal reserve, increasing interest rates and inflation, market outlook, and talks U.S. investment strategies. (Source:  Bloomberg Daybreak: Australia) 07/17/2023 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 [...]

2007, 2023

Daily Market Report | 07/20/2023

By |July 20th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/20/2023 US FINANCIAL MARKET Nasdaq 100 Slumps as Netflix Dulls Tech Shine: Markets Wrap - Bloomberg, 7/20/2023 US equities and Treasuries fell Thursday as investors digested a round of disappointing tech earnings and a spike in commodity prices including wheat. The tech-heavy Nasdaq 100 fell 0.6%, with Netflix set for its biggest intraday decline since December after missing sales [...]

1907, 2023

Daily Market Report | 07/19/2023

By |July 19th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/19/2023 US FINANCIAL MARKET US Stock Rally Plows Forward Amid Peak-Rate Bets: Markets Wrap - Bloomberg, 7/19/2023 US stocks and bonds followed those in Europe higher as investors cheered cooling inflation in the UK and were able to look past an earnings miss at Goldman Sachs. Second quarter profit at the Wall Street investment bank tumbled on real estate [...]

1807, 2023

Daily Market Report | 07/18/2023

By |July 18th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/18/2023 US FINANCIAL MARKET US Stocks Drift as Traders Lock in Fed Rate Bets: Markets Wrap - Bloomberg, 7/18/2023 US stocks drifted and bonds rallied as the latest batch of economic data came in below expectations and traders fully priced in a quarter-point hike in interest rates by the Federal Reserve next week. The S&P 500 was little changed [...]

1707, 2023

Daily Market Report | 07/17/2023

By |July 17th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/17/2023 US FINANCIAL MARKET US Stocks Drift as China Economic Recovery Slows: Markets Wrap - Bloomberg, 7/17/2023 US stocks and bonds drifted as more evidence pointed to a slowdown in China’s economy. Gross domestic product in China grew at a slower-than-expected pace of 6.3% in the second quarter, adding to risks for the global economy, reliant on Chinese spending. [...]

1407, 2023

Daily Market Report | 07/14/2023

By |July 14th, 2023|Categories: Daily Market Report|

Daily Market Report | 07/14/2023 US FINANCIAL MARKET Treasuries Make U-Turn After Hot Economic Data: Markets Wrap - Bloomberg, 7/14/2023 Treasuries pared their weekly rally as data showed an increase in both consumer sentiment and short-term inflation expectations, helping fuel speculation that interest-rates will remain elevated. The two-year US yield, which is more sensitive to imminent Federal Reserve moves, climbed seven basis points [...]

2206, 2023

Factors That Could Affect The Oil & Energy Market This Summer

By |June 22nd, 2023|Categories: News Coverage|Tags: , , , |

Factors That Could Affect The Oil & Energy Market This Summer Dryden Pence, Chief Investment Officer at Pence Capital, discusses energy trends to watch, the role of China for oil and liquid natural gas, and how energy has the best earnings yield of any sector in the index. (Source:  Ameritrade Network) 06/21/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the [...]

2006, 2023

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2023 TOP WOMEN FINANCIAL ADVISORS

By |June 20th, 2023|Categories: Press Release|Tags: |

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2023 TOP WOMEN FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of 2023 America’s Top Women Financial Advisors1 . She is honored to receive this recognition from Barron’s. Laila was included in this prestigious ranking every year since 2008. Our team would like to thank all our clients for their support. The [...]

1606, 2023

[Season 4 Ep.5] Pence Market Insights

By |June 16th, 2023|Categories: Podcast|Tags: , |

[Season 4 Ep.5] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

1406, 2023

Two Companies That Need To Be Part of Everything In The Future Concerning AI

By |June 14th, 2023|Categories: News Coverage|Tags: , , , , |

Two Companies That Need To Be Part of Everything In The Future Concerning AI Dryden Pence, Chief Investment Officer at Pence Capital, shares why TSMC and ASML are key players in the AI supply chain and why he’s looking at them to be performers in the market. (Source:  Yahoo Finance) 06/12/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State [...]

806, 2023

Market Waking Up to Prospect of No U.S. Recession in 2023

By |June 8th, 2023|Categories: News Coverage|Tags: , , , , , |

Market Waking Up to Prospect of No U.S. Recession in 2023 Pence Wealth Management President Laila Pence discusses the possibility of the Feds skipping a rate hike at their next meeting, and the 3 sectors to watch: Tech, AI, Energy. (Source:  Bloomberg Daybreak: Australia) 06/05/2023 The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for [...]

3005, 2023

[Season 4 Ep.4] Pence Market Insights

By |May 30th, 2023|Categories: Podcast|Tags: , |

[Season 4 Ep.4] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

1805, 2023

A Rotating Recession and a High Likelihood of a pause in June

By |May 18th, 2023|Categories: News Coverage|Tags: , , , , |

A Rotating Recession and a High Likelihood of a pause in June   Pence Wealth Management President Laila Pence shares her analysis of the threat of an economic nightmare and recommendations on where investors can look to put their money. Source: MoneyFM 98.3 05/16/2023 Disclosure: The opinions expressed are for general information purposes only and are not intended to provide specific advice or [...]

1805, 2023

Why Older Americans Aren’t Working

By |May 18th, 2023|Categories: News Coverage|Tags: , , , |

Why Older Americans Aren't Working Dryden Pence, Chief Investment Officer at Pence Capital, says that while younger workers and those age 40-55 have returned to the labor force, the 55+ population largely has not. Why? “Part of it is, they don’t have to.” Source: Reuters 05/16/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional [...]

1805, 2023

Fed May ‘Stick the Landing’ and Avoid Recession

By |May 18th, 2023|Categories: News Coverage|Tags: , , , |

Fed May 'Stick the Landing' and Avoid Recession Dryden Pence, Chief Investment Officer at Pence Capital, says that the U.S. Federal Reserve, with its aggressive rate-hike cycle, would actually "stick the landing" by bringing down inflation while avoiding an economic recession. Source: Reuters 05/16/2023 Disclosure: Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional level portfolio [...]

1705, 2023

What Lies Ahead as Consumer Spending Remains Firm

By |May 17th, 2023|Categories: News Coverage|Tags: , , , , |

What Lies Ahead as Consumer Spending Remains Firm Dryden Pence, Chief Investment Officer at Pence Capital, joined Cheddar News to discuss the market session, and what the Federal Reserve might decide in its next meeting as inflation continues and consumer spending remains firm. Source: Cheddar News 05/16/2023 Pence Capital Management, LLC (“PCM”) is an investment adviser registered with the State of California that provides institutional [...]

1705, 2023

Consumer Strength Makes Fed Job Tougher

By |May 17th, 2023|Categories: News Coverage|Tags: , , , , |

Consumer Strength Makes Fed Job Tougher Pence Capital Management Chief Investment Officer Dryden Pence talks about lag effects and how consumers have yet to see the increases the Feds made move through the market. (Source:  Bloomberg Radio)  05/16/2023 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 [...]

405, 2023

Banking Turmoil hitting Regional Banks

By |May 4th, 2023|Categories: News Coverage|Tags: , , , , |

Banking Turmoil hitting Regional Banks Pence Wealth Management President Laila Pence discusses the turmoil hitting regional banks, the actions the Federal Reserve might take with interest rates, and the value in international equities. (Source:  Bloomberg Daybreak: Australia) 04/27/2023 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 [...]

2604, 2023

Pence Perspective Newsletter – Q2 2023

By |April 26th, 2023|Categories: Pence Insights, Pence Perspective|Tags: , , , , |

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 [...]

1404, 2023

Another 25-basis point rate hike ahead?

By |April 14th, 2023|Categories: Interviews, News Coverage|Tags: , , , |

Another 25-basis point rate hike ahead? Dryden Pence, Chief Investment Officer at Pence Capital Management talks about the possibility of another rate increase, a mild recession, and the tough work the feds have ahead. Source: Reuters TV 04/12/2023 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 [...]

1404, 2023

If U.S. has recession, will be ‘mild’ and ‘shallow’

By |April 14th, 2023|Categories: Interviews, News Coverage|Tags: , , |

If U.S. has recession, will be ‘mild’ and ‘shallow’ Pence Capital Management Chief Investment Officer Dryden Pence says the U.S. economy remains strong and any recession that occurs won’t last long and won’t be that deep. Source: Reuters TV 04/12/2023 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 [...]

1404, 2023

Healthcare, Defense, Energy Stocks Look Appealing

By |April 14th, 2023|Categories: Interviews, News Coverage|Tags: , , , , |

Healthcare, Defense, Energy Stocks Look Appealing Pence Capital Management Chief Investment Officer Dryden Pence said healthcare, defense, and energy stocks worth investing during this uncertain time in the economy. (Source: Reuters TV) 04/12/2023 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 [...]

1004, 2023

CNBC Street Signs: The Markets and What to Expect

By |April 10th, 2023|Categories: Interviews, News Coverage|Tags: , , |

CNBC Street Signs: The Markets and What to Expect (Source: CNBC Asia) 03/30/2023 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 [...]

404, 2023

LAILA PENCE RECOGNIZED IN FORBES AS A 2023 BEST-IN-STATE WEALTH ADVISOR

By |April 4th, 2023|Categories: Press Release|Tags: |

LAILA PENCE - FORBES 2023 BEST-IN-STATE WEALTH ADVISOR RANKED #1 IN SOUTHERN CALIFORNIA We are pleased to share with you that Laila Pence, President of Pence Wealth Management, has been named to Forbes’ 2023 Best-In-State Wealth Advisors list.1 This will be Laila’s 6th consecutive time to be ranked #1 in America’s Top Wealth Advisors Best-In-State (Southern California) since 2018. This national recognition is extremely exciting and humbling, and [...]

404, 2023

LAILA PENCE RANKED IN FORBES 2023 AMERICA’S TOP WEALTH ADVISORS

By |April 4th, 2023|Categories: Press Release|Tags: |

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2023 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION We are excited to announce that Forbes has ranked Laila Pence in the list of 2023 America’s Top Wealth Advisors1 . She is honored to receive this recognition from Forbes. Laila was included in this prestigious ranking every year since 2018. Our team would like to thank all our clients for their support. The [...]

2903, 2023

“So, What?” with Dryden Pence – Episode 2

By |March 29th, 2023|Categories: Pence Perspective|Tags: , , , |

Dryden Pence takes a deeper look into interest rate hikes, the recent banking turmoil, and the resiliency of the U.S. economy. Episode 2 Important Information 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 [...]

2703, 2023

Bonds ‘Legitimate and Meaningful Alternative’ to Build Income

By |March 27th, 2023|Categories: News Coverage, Pence Insights|Tags: , , , |

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 [...]

2303, 2023

[Season 4 Ep.3] Pence Market Insights

By |March 23rd, 2023|Categories: Podcast|Tags: , |

[Season 4 Ep.3] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

2303, 2023

Banks Will Survive

By |March 23rd, 2023|Categories: Interviews, News Coverage|Tags: , , , |

Banks Will Survive Pence Wealth Management President Laila Pence discusses the current banking turmoil and the upcoming fed meeting and the possibility of another rate increase. (Source: Bloomberg Daybreak: Asia) 03/21/2023 Disclosure: 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 [...]

2103, 2023

Lack of Consumer Confidence Can Hurt Regional Banks

By |March 21st, 2023|Categories: Interviews, News Coverage|Tags: , , |

Lack of Consumer Confidence can Hurt Regional Banks Pence Wealth Management President Laila Pence discusses why she thinks the recent bank sector turmoil will create an opportunity for larger banks in the US, as well as her expectations for the next Fed meeting. . (Source:  Bloomberg Daybreak: Australia) 03/20/2023 Disclosure: The opinions expressed are for general information purposes only and are not intended to provide specific [...]

1703, 2023

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2023 AMERICA’S TOP 1200 FINANCIAL ADVISORS

By |March 17th, 2023|Categories: Press Release|Tags: |

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2023 AMERICA’S TOP 1200 FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of 2023 America’s Top 1200 Financial Advisors1 . She is honored to receive this recognition from Barron’s. Laila was included in this prestigious ranking every year since 2014. Our team would like to thank all our clients for their support. The [...]

1503, 2023

B.A.B.Y. Market (Bonds Are Back Y’all)

By |March 15th, 2023|Categories: Interviews, News Coverage, Pence Insights|Tags: , , , |

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 [...]

1503, 2023

2% Inflation Rate? “Not Anytime Soon”

By |March 15th, 2023|Categories: Interviews, News Coverage|Tags: , , , |

2% Inflation Rate? “Not Anytime Soon” Dryden Pence, Chief Investment Officer at Pence Capital, talks about the difficulty the Federal Reserve will have targeting a 2% inflation rate and the adjustments they will likely need to make. (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 [...]

2802, 2023

The 5 P’s Impacting The Market

By |February 28th, 2023|Categories: Pence Perspective|Tags: |

As market volatility headlines the news, it's important to understand the key factors affecting the market and consumer behavior. Watch the latest episode of "So, What?" with Dryden Pence as he explains the 5 P's impact the market. Important Information Pence Financial Group, LLC (“PFG”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series [...]

2202, 2023

Fed Policy Lag and Consumer Spending

By |February 22nd, 2023|Categories: Interviews, News Coverage|Tags: |

FED POLICY LAG AND CONSUMER SPENDING Dryden Pence, Chief Investment Officer at Pence Capital, discusses the lag effect to the rate changes the Feds made, which are beginning to work their way through the economy. (Source: Bloomberg TV) 02/20/2023 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 [...]

1602, 2023

[Season 4 Ep.2] Pence Market Insights

By |February 16th, 2023|Categories: Podcast|Tags: , |

[Season 4 Ep.2] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

1002, 2023

Quarterly Outlook Report – Building America Portfolio Update

By |February 10th, 2023|Categories: Pence Perspective|Tags: , |

Quarterly Outlook Report - Building America Portfolio Update In a world of uncertainty, few things are as clear as an approved Federal Authorization. Because of this, the companies in Builders can look forward to potentially five years of solid revenue visibility. Congress has already approved nearly $1 trillion in spending for roads, bridges, and other spending related to infrastructure. There are relatively few companies that can do [...]

1002, 2023

Recovery Activity Shifting the Narrative Around Asset Allocation

By |February 10th, 2023|Categories: News Coverage, Pence Insights|Tags: , |

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 [...]

802, 2023

LAILA PENCE RECOGNIZED BY FORBES AS A 2023 TOP WOMEN WEALTH ADVISOR

By |February 8th, 2023|Categories: Press Release|Tags: |

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2023 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION We are excited to announce that Forbes has included Laila Pence in the list of 2023 America’s Top Women Wealth Advisors. She is honored to receive the recognition from Forbes. This will be Laila’s 7th consecutive time to be included in the rankings of America’s Top Women Wealth Advisors since her first recognition in 20171. [...]

202, 2023

LAILA PENCE RECOGNIZED BY FORBES AS A 2023 TOP BEST-IN-STATE WOMEN WEALTH ADVISOR IN SOUTHERN CALIFORNIA

By |February 2nd, 2023|Categories: Press Release|Tags: |

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #1 OF 2023 AMERICA’S TOP WOMAN WEALTH ADVISORS BEST-IN-STATE (SOUTHERN CALIFORNIA) We are excited to announce that Forbes has ranked Laila Pence #1 in the list of 2023 America’s Top Women Wealth Advisors Best-In-State Southern California1. She is honored to receive both recognitions from Forbes. This will be Laila’s 2nd consecutive time to be included in the rankings of America’s Top Women Wealth Advisors Best-In-State [...]

2601, 2023

[Season 4 Ep.1] Pence Market Insights

By |January 26th, 2023|Categories: Podcast|Tags: , |

[Season 4 Ep.1] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

2401, 2023

High Sensitivity to Earnings Miss

By |January 24th, 2023|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

2401, 2023

People are Significantly Underestimating China

By |January 24th, 2023|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

2401, 2023

Sentiment Moves the Market Forward

By |January 24th, 2023|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

2312, 2022

Pence Perspective | Q4 2022

By |December 23rd, 2022|Categories: Pence Perspective|Tags: |

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 [...]

2012, 2022

Year-End Planning & Sectors to Watch

By |December 20th, 2022|Categories: News Coverage|

Laila Pence, President of Pence Wealth Management, talks year-end planning, sectors to watch, and the market landscape in the new year. (Source: CNBC)  12/19/2022 Disclosure: 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 [...]

1612, 2022

[Season 3 Ep.15] Pence Market Insights

By |December 16th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.15] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

1312, 2022

Profits at Risk in 2023 (12/08/2022)

By |December 13th, 2022|Categories: Interviews, News Coverage|

Laila Pence, President of Pence Wealth Management, discusses how high labor costs and a slowing consumer demand could put profits at risk in 2023.  Disclosure: 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 [...]

1811, 2022

[Season 3 Ep.14] Pence Market Insights

By |November 18th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.14] Market Update Podcast 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. This information is not intended to be substitute for specific individualized tax advice. We [...]

1011, 2022

[Season 3 Ep.13] Pence Market Insights

By |November 10th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.13] Market Update Podcast 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. This information is not intended to be substitute for specific [...]

2810, 2022

Douglas Frazier Receives Director’s Club Award from LPL

By |October 28th, 2022|Categories: Press Release|

Douglas Frazier receives Director's Club Award from LPL We are excited to announce that Douglas Frazier, an independent LPL Financial advisor at Pence Wealth Management in Newport Beach, announced his inclusion in LPL’s Director’s Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*. “I congratulate Douglas Frazier on behalf of LPL,” said Angela Xavier, LPL executive vice president, [...]

2710, 2022

Laila Pence talks Outlooks and Earnings on Bloomberg Radio (10/25/2022)

By |October 27th, 2022|Categories: Interviews, News Coverage|

Laila Pence talks Outlooks and Earnings on Bloomberg Radio: (10/25/2022) Laila Pence, President at Pence Wealth Management, discusses the latest on the markets. She spoke with host Doug Krizner and Paul Allen on Bloomberg Radio. (Source: Bloomberg) October 25, 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 [...]

2510, 2022

Laila Pence gives a Market Update on Bloomberg TV (10/24/2022)

By |October 25th, 2022|Categories: Interviews, News Coverage|

Laila Pence give a Market Update on Bloomberg TV Laila Pence, President of Pence Wealth Management, discusses her outlook for markets and investment strategy. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia". (Source: Bloomberg) 10/24/2022 Disclosure: 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 [...]

2510, 2022

PENCE WEALTH MANAGEMENT RECOGNIZED IN FORBES 2022 TOP RIA FIRMS

By |October 25th, 2022|Categories: Press Release|Tags: |

Pence Wealth Management Recognized in Forbes 2022 Top RIA Firms Pence Wealth Management has been named one of Forbes’ 2022 Top 100 RIA Firms in the nation1. The inaugural Forbes/Shook Top RIA list, which was recently released, names 100 advisory firms with cumulative assets of $730 billion. Each of the listed firms is led by seasoned professionals who have several decades of experience, a demonstrated history of [...]

2110, 2022

Dryden Pence on Bloomberg Radio (10/21/2022)

By |October 21st, 2022|Categories: Interviews, News Coverage|

Dryden Pence on Bloomberg Radio (10/21/2022) Dryden Pence, Chief Investment Officer of Pence Wealth Management, discusses the latest on the markets. He spoke with host Paul Sweeney and Matt Miller. October 21, 2022 Click Here to Listen Disclosure: 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 [...]

3009, 2022

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2022 TOP INDEPENDENT FINANCIAL ADVISORS

By |September 30th, 2022|Categories: Press Release|Tags: |

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2022 TOP INDEPENDENT FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2022 Top 100 Independent Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 11th consecutive time to be included in the [...]

2309, 2022

[Season 3 Ep.12] Pence Market Insights

By |September 23rd, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.12] Market Update Podcast 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. This information is not intended to be substitute for specific [...]

2508, 2022

[Season 3 Ep.11] Pence Market Insights

By |August 25th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.11] Market Update Podcast 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. This information is not intended to be substitute for specific [...]

2408, 2022

LAILA PENCE RANKED #50 IN FORBES 2022 AMERICA’S TOP WEALTH ADVISORS

By |August 24th, 2022|Categories: Press Release|Tags: |

LAILA PENCE RANKED #50 IN FORBES 2022 AMERICA’S TOP WEALTH ADVISORS   We are excited to announce that Forbes has ranked Laila Pence #50 in the list of 2022 America’s Top Wealth Advisors1 . She is honored to receive this recognition from Forbes. Laila was included in this prestigious ranking every year since 2018. Our team would like to thank all our clients for their support. The [...]

108, 2022

[Season 3 Ep.10] Pence Market Insights

By |August 1st, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.10] Market Update Podcast 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. This information is not intended to be substitute for specific [...]

1907, 2022

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

By |July 19th, 2022|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

107, 2022

[Season 3 Ep.9] Pence Market Insights

By |July 1st, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.9] Market Update Podcast 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. This information is not intended to be substitute for specific [...]

3006, 2022

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2022 TOP WOMEN FINANCIAL ADVISORS

By |June 30th, 2022|Categories: Press Release|Tags: |

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2022 TOP WOMEN FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of 2022 America’s Top Women Financial Advisors1 . She is honored to receive this recognition from Barron’s. Laila was included in this prestigious ranking every year since 2008. Our team would like to thank all our clients for their support. The [...]

1706, 2022

[Season 3 Ep.8] Pence Market Insights

By |June 17th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.8] Market Update Podcast 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 [...]

106, 2022

[Season 3 Ep.7] Pence Market Insights

By |June 1st, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.7] Market Update Podcast 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 [...]

1305, 2022

[Season 3 Ep.6] Pence Market Insights

By |May 13th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.6] Market Update Podcast 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 [...]

1005, 2022

[Season 3 Ep.5] Pence Market Insights

By |May 10th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.5] Market Update Podcast 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 [...]

704, 2022

LAILA PENCE RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR

By |April 7th, 2022|Categories: Press Release|Tags: |

LAILA PENCE RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR We are pleased to share with you that Laila Pence, President of Pence Wealth Management, have been named to Forbes’ 2022 Best-In-State Wealth Advisors list. This national recognition is extremely exciting and humbling, and it’s a reflection of the entire Pence Wealth Management teams’ effort and success over this past year. Laila would also like to [...]

604, 2022

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

By |April 6th, 2022|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

604, 2022

Pence Wealth Management President on Markets

By |April 6th, 2022|Categories: Interviews, News Coverage, Pence Insights|Tags: |

Pence Wealth Management President on Markets 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 professionals [...]

404, 2022

Industrial & Material Sectors On The Move: DE, VMC, LMT, RTX, LHX

By |April 4th, 2022|Categories: Interviews, News Coverage, Pence Insights|Tags: |

Industrial & Material Sectors On The Move: DE, VMC, LMT, RTX, LHX 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 [...]

2503, 2022

[Season 3 Ep.4] Pence Market Insights

By |March 25th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.4] Market Update Podcast 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 [...]

1503, 2022

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2022 AMERICA’S TOP 1200 FINANCIAL ADVISORS

By |March 15th, 2022|Categories: Press Release|Tags: , |

BARRON’S RECOGNIZES LAILA PENCE AS ONE OF 2022 AMERICA’S TOP 1200 FINANCIAL ADVISORS   We are excited to announce that Barron’s has included Laila Pence in the list of 2022 America’s Top 1200 Financial Advisors1 . She is honored to receive this recognition from Barron’s. Laila was included in this prestigious ranking every year since 2014. Our team would like to thank all our clients for their support. [...]

1503, 2022

[Season 3 Ep.3] Pence Market Insights

By |March 15th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.3] Market Update Podcast 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 [...]

903, 2022

War Stories: What Top Financial Advisors Are Advising Clients About Ukraine

By |March 9th, 2022|Categories: Interviews, News Coverage, Pence Insights|Tags: |

War Stories: What Top Financial Advisors Are Advising Clients About Ukraine Read Full Article 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, Inc. (“PWM”) is a financial services practice within LPL Financial [...]

2502, 2022

[Season 3 Ep.2] Pence Market Insights

By |February 25th, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.2] Market Update Podcast 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 [...]

2502, 2022

Market Impacts Of Russian Invasion Of Ukraine

By |February 25th, 2022|Categories: Interviews, News Coverage, Pence Insights|Tags: |

Market Impacts Of Russian Invasion Of Ukraine 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 [...]

1702, 2022

U.S Stocks Tumble, Bonds Rally In Flights-To-Safety Bid

By |February 17th, 2022|Categories: Interviews, News Coverage, Pence Insights|Tags: |

U.S Stocks Tumble, Bonds Rally In Flights-To-Safety Bid 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 [...]

1602, 2022

Addressing a Potential Conflict in Ukraine

By |February 16th, 2022|Categories: Pence Perspective|

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 [...]

1402, 2022

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA

By |February 14th, 2022|Categories: Press Release|Tags: |

FORBES/SHOOK RECOGNIZES LAILA PENCE AS #5 OF 2022 AMERICA’S TOP WOMAN WEALTH ADVISORS IN THE NATION AND #1 BEST-IN-STATE SOUTHERN CALIFORNIA   We are excited to announce that Forbes has included Laila Pence in the list of 2022 America’s Top Women Wealth Advisors for both National1 and Best-In-State Southern California2. She is honored to receive both recognitions from Forbes. This will be Laila’s 6th consecutive time to be included [...]

902, 2022

Pence Perspective | Commentary Ep. 3

By |February 9th, 2022|Categories: Pence Insights, Pence Perspective|Tags: |

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 [...]

202, 2022

[Season 3 Ep.1] Pence Market Insights

By |February 2nd, 2022|Categories: Podcast|Tags: , |

[Season 3 Ep.1] Market Update Podcast 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 [...]

801, 2022

From Egypt to the American Dream: How Laila Pence Defied All Odds

By |January 8th, 2022|Categories: Interviews, News Coverage, Pence Insights|Tags: |

From Egypt to the American Dream: How Laila Pence Defied All Odds By Mona Abdou January 8, 2022 Read Full Article 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, Inc. [...]

1212, 2021

Pence Perspective | Commentary Ep. 2

By |December 12th, 2021|Categories: Pence Insights, Pence Perspective|Tags: |

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 [...]

912, 2021

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

By |December 9th, 2021|Categories: Press Release|Tags: , |

Douglas Frazier RECOGNIZED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS Newport Beach, CA — November 18, 2021 – Douglas Frazier, an independent LPL Financial advisor at Pence Wealth Management in Newport Beach, today announced his inclusion in LPL’s Director’s Club. With more than 17,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*. “On behalf of LPL, I congratulate Douglas [...]

812, 2021

[Season 2 Ep.8] Pence Market Insights

By |December 8th, 2021|Categories: Podcast|Tags: , |

[Season 2 Ep.8] Market Update Podcast Laila Pence: (00:00) Welcome everyone to today's podcast. Today is December 2nd, and this is season two, episode eight. We have, as usual, a lot to cover, especially with this new virus and the market volatility. So I'm going to get started. We have a full schedule. We're going to start by talking about the virus and what's going [...]

712, 2021

Pence Perspective | Q4 2021

By |December 7th, 2021|Categories: Pence Perspective|

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 [...]

1011, 2021

The Flight To Quality Will Look Different This Time Around

By |November 10th, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

The Flight To Quality Will Look Different This Time Around Read Full Article Dryden Pence serves as chief investment officer for Pence Capital Management and runs Pence Wealth Management. He has been a contributor to The Smarter Investor since 2019. Formally trained as an economist, Dryden received a bachelor’s degree in economics from Harvard University in 1982. That same year, [...]

111, 2021

OC LEADER BOARD: THE NEXT NORMAL IS ABNORMAL

By |November 1st, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

OC LEADER BOARD: THE NEXT NORMAL IS ABNORMAL 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 [...]

2910, 2021

Pence Perspective Commentary | OCT 2021

By |October 29th, 2021|Categories: Pence Insights, Pence Perspective|Tags: |

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 [...]

2810, 2021

Can You Hold My Attention? The Derek Bruton Podcast

By |October 28th, 2021|Categories: Interviews, Pence Insights|

Can You Hold My Attention? The Derek Bruton Podcast It’s always fun to have an accomplished advisor on the show. It’s more fun and interesting to have an advisor who has defied the odds to reach success. But it’s most enjoyable to have that advisor on my show just as she was named one of the top 100 advisors in the country by Barron's!  Laila [...]

2810, 2021

Pence Wealth Management’s Laila Pence on the Future of Cultural and Gender Diversity

By |October 28th, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

Pence Wealth Management’s Laila Pence on the Future of Cultural and Gender Diversity 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, [...]

2510, 2021

[Season 2 Ep.7] Pence Market Insights

By |October 25th, 2021|Categories: Podcast|Tags: , |

[Season 2 Ep.7] Market Update Podcast Laila Pence: (00:00) Well, hello, everyone. Welcome to our podcast. Today is Thursday, October 21, and we have a lot to cover today. We'll first cover inflation and then I'll cover the proposed tax law changes. We will talk about earnings, cover a market update and then some year-end tax planning. Then, we'll try to answer some of the [...]

1910, 2021

Can you afford to quit your job?

By |October 19th, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

Can you afford to quit your job? If you were looking to buy a new car in today’s market, Dryden Pence says ‘if you can wait, you should’. In Young Money by Lauren Young Dryden offers advice on the best model to buy when the time is right. October 19, 2021 Read Full Article Pence Wealth Management (“PWM”) [...]

1410, 2021

Working Wardrobes hosts record-breaking Annual Gala

By |October 14th, 2021|Categories: News Coverage, Press Release|Tags: |

Working Wardrobes hosts record-breaking Annual Gala Read Full Article 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 sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of [...]

1310, 2021

Consumer Price Index Takeaways

By |October 13th, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

Consumer Price Index Takeaways What should investors take away from the CPI report, and what is the latest on inflation data? Dryden Pence says that 3rd quarter earnings are going to be positive. The panel then weighs in on the sectors that are performing well and not so well in the current market conditions. Nicole Petallides 1: (00:00) Greg McBride is with us, Senior Vice [...]

1110, 2021

Laila Pence on Bloomberg Daybreak Asia (10/11/2021)

By |October 11th, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

Laila Pence on Bloomberg Daybreak Asia (10/11/2021) Laila Pence on Bloomberg Daybreak to discuss current events, market outlook and the market. Speaker 1: (00:00) Let's bring in Laila Pence, who is the president of Pence Wealth Management. It's great to have you with us. So, how do you characterize the price pressures that we're seeing? Laila Pence: (00:12) Well, you know, it's to be expected [...]

710, 2021

Laila Pence Luncheon Presentation (2021) | 24th Annual Pence Wealth Luncheon

By |October 7th, 2021|Categories: Pence Insights, Pence Perspective|

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 [...]

710, 2021

Bill McManus Luncheon Presentation (2021) | 24th Annual Pence Wealth Luncheon

By |October 7th, 2021|Categories: Pence Insights, Pence Perspective|

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 [...]

710, 2021

Dryden Pence Luncheon Presentation (2021) | 24th Annual Pence Wealth Luncheon

By |October 7th, 2021|Categories: Pence Insights, Pence Perspective|

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 [...]

3009, 2021

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

By |September 30th, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

2309, 2021

LAILA PENCE RECOGNIZED AS ONE OF BARRON’S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS

By |September 23rd, 2021|Categories: Press Release|Tags: |

LAILA PENCE RECOGNIZED AS ONE OF BARRON'S 2021 TOP 100 INDEPENDENT FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2021 Top 100 Independent Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 10th consecutive time to be included in [...]

1709, 2021

Two e-commerce stores best for exposure before the holiday season

By |September 17th, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

2608, 2021

Laila Pence in Forbes 2021 America’s Top Wealth Advisors

By |August 26th, 2021|Categories: Press Release|Tags: |

FORBES RECOGNIZES LAILA PENCE AS ONE OF AMERICA’S TOP WOMAN ADVISOR (2021) We are excited to announce that Forbes has included Laila Pence in the list of the 2021 Top Wealth Advisors*. She is honored to receive this recognition from Forbes – a publisher covering original content on finance, industry, investing and marketing topics. This will be Laila’s 6th consecutive time to be included in the rankings since her [...]

2008, 2021

Opportunities In FAANG Stocks: Why Netflix (NFLX) Is The Riskiest FAANG Stock

By |August 20th, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

1608, 2021

Pence Perspective | Q3 2021

By |August 16th, 2021|Categories: Pence Perspective|

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 [...]

408, 2021

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

By |August 4th, 2021|Categories: News Coverage, Pence Insights|Tags: |

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 [...]

408, 2021

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

By |August 4th, 2021|Categories: News Coverage, Pence Insights|Tags: |

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 [...]

308, 2021

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

By |August 3rd, 2021|Categories: News Coverage, Pence Insights|Tags: |

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 [...]

308, 2021

Still Growth in Tech

By |August 3rd, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

2807, 2021

[Season 2 Ep.6] Pence Market Insights

By |July 28th, 2021|Categories: Podcast|Tags: , |

[Season 2 Ep.6] Market Update Podcast 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 [...]

407, 2021

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

By |July 4th, 2021|Categories: Interviews, News Coverage, Pence Insights|

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 [...]

207, 2021

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

By |July 2nd, 2021|Categories: Interviews, News Coverage, Pence Insights|

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 [...]

3006, 2021

[Season 2 Ep.5] Pence Market Insights

By |June 30th, 2021|Categories: Podcast|Tags: , |

[Season 2 Ep.5] Market Update Podcast 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 [...]

2806, 2021

LAILA PENCE RECOGNIZED IN BARRON’S 2021 TOP WOMEN FINANCIAL ADVISORS

By |June 28th, 2021|Categories: Press Release|Tags: |

LAILA PENCE RECOGNIZED IN BARRON'S 2021 TOP WOMEN FINANCIAL ADVISORS We are excited to announce that Barron’s has included Laila Pence in the list of the 2021 Top Women Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 6th consecutive time to be included in the rankings since her [...]

2806, 2021

Laila Pence in Barron’s 2021 Top Women Financial Advisors

By |June 28th, 2021|Categories: Press Release|Tags: |

Laila Pence in Barron’s 2021 Top Women Financial Advisors We are excited to announce that Barron’s has included Laila Pence in the list of the 2021 Top Women Financial Advisors*. She is honored to receive this recognition from Barron’s – a publisher covering U.S. financial information, market developments and relevant statistics. This will be Laila’s 6th consecutive time to be included in the rankings since her first [...]

2706, 2021

Egypt to launch fundraiser Sept. 25 collecting donations from Egyptians in US, Canada in contribution to needy local communities

By |June 27th, 2021|Categories: News Coverage, Press Release|

Egypt to launch fundraiser Sept. 25 collecting donations from Egyptians in US, Canada in contribution to needy local communities CAIRO – 27 June 2021: A fundraiser will be launched to collect donations from Egyptians in the U.S. and Canada on Sept. 25 as part of integrating Egyptians abroad in Egypt’s sustainable development 2030. The campaign, launched by Minister of Immigration Nabila Makram under the auspices of Prime [...]

2706, 2021

Egypt to launch fundraising event in US, Canada on 25 September

By |June 27th, 2021|Categories: News Coverage, Press Release|

Egypt to launch fundraising event in US, Canada on 25 September June 27, 2021 Minister of State for Emigration and Egyptian Expatriates’ Affairs, Nabila Makram, on Sunday met with a delegation from the Ministry of Planning and Economic Development and the “Decent Life” Initiative, to launch a fundraising event in the US and Canada on 25 September. Save Makram also received businesswoman Laila Pence, who made the [...]

2706, 2021

Emigration min: Egyptian expats in US, Canada to extend donations to Decent Life initiative

By |June 27th, 2021|Categories: News Coverage, Press Release|

Emigration min: Egyptian expats in US, Canada to extend donations to Decent Life initiative Emigration Minister Nabila Makram said an event will be launched on September 25 to collect donations from Egyptian expats in the US and Canada for the presidential initiatives of Decent Life and Survival Boats. In a statement on Sunday, the minister said the event will be organized under the auspices of Prime Minister [...]

1506, 2021

Top US adviser participates in Egypt’s ‘Decent Life’ initiative

By |June 15th, 2021|Categories: News Coverage, Press Release|

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021 Minister of Emigration and Egyptian Expatriates Affairs Nabila Makram received Pence and her husband, businessman Dryden Pence, as well as Aya Omar, Chairperson of the Board of Trustees at the Decent Life Foundation. Laila Pence, who received the 2021 Forbes Top Women Wealth Advisors award in the US, has [...]

1406, 2021

Emigration Ministry Seeks to Upgrade Areas Exporting Illegal Immigrants.

By |June 14th, 2021|Categories: News Coverage, Press Release|

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021 Minister Nabila Makram met on Monday with Laila Pence, one of the US’ 2021 Forbes Top Women Wealth Advisors and president of Pence Wealth Management, to discuss contributions of Egyptian expats to development programs at home. The Emigration Ministry is keen on upgrading areas that export illegal immigrants and [...]

1406, 2021

Laila Pence in Egypt to discuss launching campaign for Egyptian expats’ donations to Haya Karima

By |June 14th, 2021|Categories: News Coverage, Press Release|

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 [...]

1406, 2021

Emigration minister prepares for launching donations campaign by Egyptians in US

By |June 14th, 2021|Categories: News Coverage, Press Release|

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021 Minister Nabila Makram met on Monday with Laila Pence, one of the US’ 2021 Forbes Top Women Wealth Advisors and president of Pence Wealth Management, to discuss contributions of Egyptian expats to development programs at home. Egypt’s Minister of Emigration and Expats Affairs Nabila Makram discussed on Monday with [...]

906, 2021

June 2021 | Pence Perspective

By |June 9th, 2021|Categories: Pence Insights, Pence Perspective|

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 [...]

2705, 2021

2021 Memorial Day Message

By |May 27th, 2021|Categories: Pence Perspective|Tags: |

2021 Pence Wealth Management - Memorial Day Message Happy Memorial Day! This Memorial Day I wish to share a personal note. The most emotionally difficult mission and yet greatest honor afforded me in my 30 year military career, was presiding over the Honor Guard at my father’s military funeral service at the National Cemetery in Fort Smith, Arkansas this past July. Eldon. D. Pence Jr. [...]

2405, 2021

Underlying Equity Fundamentals & Overblown Inflation Fears

By |May 24th, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

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 [...]

2105, 2021

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

By |May 21st, 2021|Categories: Interviews, News Coverage, Pence Insights|Tags: |

Stock Repurchases Are Increasing After A 2020 Slowdown – Here’s Why Experts Say Buybacks Will Accelerate In 2021 The opinions voiced in this material