Pence Wealth Management

Laila Pence on TD Ameritrade Network to discuss 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. The opinions expressed are for general information purposes on...ly and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision. All performance referenced is historical and is no guarantee of future results. All indices referenced, if any, are unmanaged and may not be invested into directly. The opinions expressed in this material are those of Pence Capital Management and do not necessarily reflect the views of LPL Financial. Third party comments made within this communication do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 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 4/1/2021, the total assets serviced by PWM through LPL Financial consist of $1.7 billion in advisory assets and $300 million in brokerage assets. TDA Network, PWM and LPL Financial are separate entities. 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. #pencewealth #lailapence #LPLFinancial

If you were able to attend this month’s podcast, thank you! If you missed it, don’t worry! The replay of Season 2 Episode 4 is now available. And there’s more good news you can also access our previous podcast to get all the details on how to navigate today’s volatile market.

Government Stimulus vs. Taxes: Watch Dryden discuss current events, the market & the economy. ******************************... The opinions expressed are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making any decision. All performance referenced is historical and is no guarantee of future results. All indices referenced, if any, are unmanaged and may not be invested into directly. The opinions expressed in this material are those of Pence Wealth Management and do not necessarily reflect the views of LPL Financial. 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 4/1/2021, the total assets serviced by PWM through LPL Financial consist of $1.7 billion in advisory assets and $300 million in brokerage assets. 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 and LPL Financial are separate entities.

Pence Wealth Management Announces Firm Named One Of Country's Top Private Wealth Management Teams By Barron's https://prn.to/3vJpwNb

Barron’s has included Pence Wealth Management in the list of the 2021 Top 100 Private Wealth Management Teams*. We are honored to receive this recognition from Barron’s a publisher covering U.S. financial information, market developments and relevant statistics. This will be the firm’s second year to be included in the rankings after being recognized as one of the Top 50 Private Wealth Management Team* in 2019. Our team would like to thank all our clients for their support.... We look forward to our continued collaborative efforts in planning for your future and, as always, we are available to discuss any opportunities, concerns or changes to your financial plans. Thank you for your continued business and trust. Disclosures: https://bit.ly/3gMT3RZ

Dryden Pence on TD Ameritrade Network with Oliver Renick to discuss how Biden's infrastructure proposal will affect the market. Check it out here: https://tdameritradenetwork.com/video/rB4A-HjqHB-BeOye9LgBAQ 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 pri...or to making any decision. All performance referenced is historical and is no guarantee of future results. All indices referenced, if any, are unmanaged and may not be invested into directly. The opinions expressed in this material are those of Pence Capital Management and do not necessarily reflect the views of LPL Financial. Third party comments made within this communication do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Dryden Pence is a registered representative with, and offers securities and advisory services though LPL Financial, a registered investment adviser and member FINRA/SIPC. Pence Capital Management is a registered investment adviser and separate entity from LPL Financial. Pence Capital Management engages in institutional portfolio consulting and does not provide retail investment advisory services. TD Ameritrade Network, Pence Capital Management and LPL Financial are separate entities.

We are thrilled to announce that Laila Pence, President of Pence Wealth Management, was included in the ranks of Working Mother Magazine's annual list of Top Wealth Advisor Moms. She is ranked #3 and this is her 4th consecutive year in this ranking. For four years, Working Mother has partnered with SHOOK Research to identify the top wealth advisor moms across the country. This year's list has expanded to feature 500 of the most successful mothers working in financial advisi...ng today. As a working mother herself, Laila is excited to see Working Mother Magazine and SHOOK Research recognize women’s hard work and achievements. Check out the 2020 Top Wealth Advisor Moms https://bit.ly/34tdRpO This year alone, Laila was recognized in the ranks of Forbes Best-State Wealth Advisors (#1 in Southern California), Top Women Wealth Advisors and America’s Top Wealth Advisors. ******************************* The Top Wealth Advisor Moms Rankings, developed by SHOOK Research, are based on a combination of qualitative and quantitative surveys, acceptable compliance record, having children 21 years or younger still living at home, 5 years of FA experience, minimum 1 year at current firm, with exceptions (acquisitions, etc.), recommendations and nominations by Firm, completion of online survey and over 50% of revenue/production with individuals. The Forbes Rankings, developed by SHOOK Research, are 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. As of 8/7/2020, Laila Pence President of Pence Wealth Management had approximately $1.3 billion in total assets under management consisting of $1 billion in advisory assets and $300 million in brokerage assets. The financial professionals associated with Pence Wealth Management are registered with LPL Financial, member FINRA/ Securities Investor Protection Corporation and a registered investment adviser. Working Mother/SHOOK Research, Pence Wealth Management and LPL Financial are separate entities. #pencewealth #lailapence #LPLFinancial

Laila Pence On How Stimulus Relief Impacts U.S. Households ******************** The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly.... The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. TD Ameritrade Network, Pence Wealth Management and LPL Financial are separate entities. The 2020 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.

The "no matter what stocks": Pence Wealth Management's Dryden Pence picks four stocks of companies he says will do well "no matter what" happens in the presidential elections. **************** The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly.... The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. 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. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Reuters TV, Pence Wealth Management and LPL Financial are separate entities. #pencewealth #lplfinancial #drydenpence

Factors That Could Derail Stocks in Q4: Stocks continue to climb, but a series of potential challenges lie ahead for investors. #pencewealth #lplfinancial #drydenpence

We are excited to announce that Laila Pence, President of Pence Wealth Management, is ranked in the Barron's[1] list of Top 100 Independent Financial Advisors for the 4th consecutive year. She is ranked #46 nationwide. Laila and the rest of the Pence Wealth Management Team would like to thank all our clients for their support. We appreciate the opportunity to serve you.... Click here to see the ranking https://bit.ly/2HmzsbG ************************************ As of 8/7/2020, Laila Pence President of Pence Wealth Management had approximately $1.3 billion in total assets under management consisting of $1 billion in advisory assets and $300 million in brokerage assets. The financial professionals associated with Pence Wealth Management are registered with LPL Financial, member FINRA/SIPC and a registered investment adviser. [1] The Barron’s Top 100 Independent Financial Advisors ranking is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Laila was recently ranked in Forbes[1] 2020 America’s Top Wealth Advisors. Check out this fun illustration of Laila’s headshot in the October 2020 issues of Forbes Magazine. ************************************* [1] As of 8/7/2020, Laila Pence President of Pence Wealth Management had approximately $1.3 billion in total assets under management consisting of $1 billion in advisory assets and $300 million in brokerage assets. The financial professionals associated with Pence W...ealth Management are registered with LPL Financiall, member FINRA/SIPC and a registered investment adviser. 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 weighs 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 receive a fee in exchange for rankings. #pencewealth #lplfinancial #lailapence

Haidi Stroud-Watts in Sydney and Shery Ahn in New York drive to the Asia, Australia and New Zealand market opens while wrapping the biggest stories of the previous day on Wall Street. Watch Full Clip https://bloom.bg/33aiWCE *************************************************... The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. 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. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Bloomberg L.P., Pence Wealth Management and LPL Financial are separate entities. #pencewealth #lplfinancial #lailapence

Laila Pence President at Pence Wealth Management, discusses market moves of the day. She speaks with Bryan Curtis and Paul Allen on Bloomberg Daybreak Asia. Link to listen https://bloom.bg/32j7wNG *********************************************... The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Bloomberg L.P., Pence Capital Management and LPL Financial are separate entities.

Stocks Drop Amid Vaccine Concern; Dollar Rises: Markets Wrap (Laila Pence quoted) Read the full article here https://bit.ly/2DSP3hS ****************************************... The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. 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. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Bloomberg L.P., Pence Wealth Management and LPL Financial are separate entities. #pencewealth #lplfinancial #lailapence

Advisor Laila Pence, one of the top ranked financial advisors on Barron's annual survey, says investors should use Thursday and Friday's market retreats to buy tech and consumer staples stocks. She tells Reuters' Fred Katayama she is also investing in short-term Treasuries for protection against volatility. Link to watch https://reut.rs/3k2xFqc **********************************************... The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. 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. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Reuters, Pence Wealth Management and LPL Financial are separate entities. #pencewealth #lplfinancial #lailapence

Laila Pence Discusses Weakness In The Tech Sector with TD Ameritrade Network Link to watch: https://bit.ly/3mc4wef **************************... The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. 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. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. TD Ameritrade Network, Pence Wealth Management and LPL Financial are separate entities.

**This is the 12th Pence Wealth Management podcast** Due to the headlines and market volatility surrounding the COVID-19 virus, Dryden and Laila Pence will address what they see is happening now and what we can expect to see in the future. Click here to replay the last podcast https://bit.ly/3lQA4Gf... #pencewealth #lplfinancial

We are excited to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the Forbes[1] list of America’s Top 250 Wealth Advisors for the 4th consecutive year. She is ranked #76 nationwide. The Forbes Top 250 Wealth Advisors ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. based on an algorithm developed by SHOOK Research. Forbes also published... an article highlighting Laila as a featured advisor, titled Laila Pence’s Journey As An Egyptian Immigrant Building A Diverse $1.6 Billion Financial Advisory Firm.[2] Read the full article here https://bit.ly/34YihXI Laila and the rest of the Pence Wealth Management Team would like to thank all our clients for their support and we sincerely appreciate the opportunity to serve you. #pencewealth #lplfinancial #forbes #lailapence ***********Disclosure************ [1] As of 8/7/2020, Laila Pence President of Pence Wealth Management had approximately $1.3 billion in total assets under management consisting of $1 billion in advisory assets and $300 million in brokerage assets. The financial professionals associated with Pence Wealth Management are registered with LPL Financial, member FINRA/SIPC and a registered investment adviser. 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 weighs 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 receive a fee in exchange for rankings. [2] Pence Wealth Management 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. The practice is led by Laila Pence and as of 8/7/2020, that practice serviced approximately $1.6 billion in total assets consisting of $1.3 billion in advisory assets and $300 million in brokerage assets. The financial professionals associated with Pence Wealth Management are registered with LPL Financial, member FINRA/SIPC and a registered investment adviser.

It is our pleasure to announce that Laila Pence, President of Pence Wealth Management, has been ranked on the list of Top 100 Women Financial Advisors for the for the fifth consecutive year. Laila is ranked 16th nationwide, and tops the list amongst Southern California women advisors. The Barron’s 2020 Top 100 Women’s ranking focuses on diversity and describes the 2020 honorees as leading women who are champions of diversity and compassion. The ranking reflects the volume of ...assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Download the Barron's reprint https://bit.ly/2CVSkfH #pencewealth #LPLFinancial #lailapence