Podcast Season 22021-10-08T10:59:56-07:00

Learn more about what’s next for the market and how your portfolio could be affected by joining our live monthly podcast.

Topics to look forward to

  • Latest developments in the global economy

  • Potential impact of new leadership in the White House

  • How the COVID-19 vaccine could help the country return to normal

  • What challenges we might face in coming months

  • Special Event Announcements

Our founders, Laila and Dryden Pence, will discuss the latest developments in the global economy and what challenges we might face in coming months. 

Register Today for More Information on Thriving in the COVID Economy. Don’t miss out! This is your opportunity to learn more about the economic impact of recent political developments and the COVID-19 response.  

You are invited to our next upcoming podcast. The live podcast will be approximately 20-30 minutes long.

*You must pre-register to participate* Registration can be completed through Zoom (click on the link below). All we need is your first name, last name and email address. New registrations will not be accepted after the start of the live podcast. If you have missed the live podcast, replay links will be available down below this page, as well as via our social media channels.

*Please note that you may submit any questions you have through the registration form* Laila and Dryden will answer as many questions as possible during the live discussion.

Click Here to Register

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.

No strategy assures success or protects against loss. All company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. Unit Investment Trusts (UITS) are a fixed portfolio of securities with a set term. Strategies are long term, therefore investors should consider their ability to pursue investing in successive trusts and the tax consequences.

Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.

Pence Wealth Management does not provide legal and/or tax advice or services.  Please consult your legal and/or tax advisor regarding your specific situation.

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.

Dryden Pence is a registered representative with and offers securities and advisory services though LPL Financial, LLC (“LPL Financial”) member FINRA/SIPC and a registered investment adviser. Mr. Pence may offer financial planning services through Pence Wealth Management (“PWM”), a registered investment advisor.

Pence Wealth Management (“PWM”) is a sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. Pence Wealth Management, Inc. is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 4/1/21, the total assets serviced by PWM through LPL Financial consist of $1.7 billion in advisory assets and $300 million in brokerage assets.

Barron’s Top 100 Private Wealth Management Teams (2021) and the Top 50 Private Wealth Management Teams (2019) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

The Forbes – Ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.