Pence Wealth Management

08/27/2026

Major wealth events, such as the sale of a business, inheritance, stock options, or a liquidity event, can create both opportunities and challenges. Having a plan in place can help you make thoughtful decisions, manage taxes, and align newfound wealth with your long-term goals.

📘 Read this guide to learn key strategies for navigating major wealth events and transitioning from illiquid to liquid assets with confidence.

Strategic planning for major wealth events

08/25/2026

Building wealth for retirement isn't just about how much you save. It's also about making the most of your investments over time.

Reinvesting dividends can be a powerful way to harness the benefits of compounding, helping your portfolio grow through market ups and downs. Even small differences in returns can add up significantly over the long term.

💡 Read this blog to learn how dividend reinvestment and staying invested may help strengthen your retirement strategy.

See how dividend reinvestment, automatic contributions and long-term discipline can help investors harness compounding and strengthen retirement savings.

08/24/2026

🥳 Celebrating our August birthdays at Pence Wealth Management! Please join us in wishing Laila Pence, Diana Hernandez, Natalie Adams, and Ethan Parker a very happy birthday! 🎉

08/20/2026

We are proud to share that Barron's has named Laila Pence one of its Top 100 Women Financial Advisors for 2026, ranking her #16 nationally.

This prestigious recognition reflects Laila's unwavering commitment to helping clients navigate their financial journeys with confidence, clarity, and personalized guidance. Throughout her career, she has dedicated herself to delivering exceptional service and thoughtful wealth management strategies to individuals and families across the country.

While awards are gratifying, what makes this recognition especially meaningful is the trust our clients place in us every day. Laila's passion for serving others and her commitment to excellence continue to set a high standard for our profession.

Please join us in congratulating Laila on this remarkable achievement and well-deserved honor.

👏 Congratulations, Laila!

08/17/2026

⭐ A Meaningful Moment for Our Team at LPL Focus

Last week, Laila Pence and Dryden Pence had the privilege of speaking at LPL Focus about a topic that is incredibly meaningful to our team: what it means to be recognized among the top advisors in the country.

We are grateful for the rankings and recognition our team has received over the years from respected names like Forbes and Barron's. But to us, those honors are about more than accolades. They reflect the relationships we have built, the trust our clients place in us, and the dedication our team brings to helping each client move forward with clarity and confidence.

We are proud of this moment, proud of our team, and most importantly, grateful for the clients who make our work so meaningful.

LPL Financial

08/11/2026

🔔 If you missed our latest podcast or want to watch again, the replay is now available! Click the link below to tune in.

In this episode, we provided a market update, shared practical mid-year planning strategies, and discussed the recent Federal Reserve meeting and its implications for interest rates. We also explored the latest developments in inflation and oil.

▶️ https://youtu.be/a_swJIWWqkc

08/06/2026

Despite geopolitical uncertainty, rising oil prices and shifting expectations for monetary policy, markets showed remarkable resilience through the first half of 2026.

In his latest article for Forbes, our Chief Investment Officer, Dryden Pence, examines three structural forces that may help explain why: lower oil intensity, AI-driven markets, and net stimulus.

What has changed about the U.S. economy, and how prepared is it to withstand the next disruption?

Read Dryden’s full perspective in Forbes by clicking the link below.

If energy isn’t driving markets, what is? It’s artificial intelligence, which is not affected by oil.​

08/05/2026

One of the most important retirement decisions you'll make is when to claim Social Security. The right timing depends on factors like your life expectancy, retirement income sources, tax situation, and spousal benefits strategy.

📖 Read this blog to explore four key factors that can help you make a more informed Social Security claiming decision.

"When should I file for Social Security?" This becomes one of the most important decisions clients of financial advisors may face as retirement approaches. Optimal timing depends on personal circumstances, savings goals, and spousal considerations. Here's what to know.

08/03/2026

Your will is an important part of your estate plan, but it may not determine who inherits certain assets. For retirement accounts, life insurance policies, and other beneficiary-designated accounts, the beneficiary form on file often takes precedence.

📖 Read this blog to learn why keeping your beneficiary designations up to date is a critical part of protecting your legacy and helping ensure your assets transfer according to your wishes.

The dramatic reading of the will in a wood-paneled office has long been a staple of television dramas. Who’s in the will (and who isn’t) is a go-to motive for murder whodunnits, and there’s good reason the premise lands: Many Americans believe the will has the final say over their legacy.

07/31/2026

🎙️Join us for our next podcast on August 6 @ 3:00PM PT, where we will review our newly published Mid-Year Outlook, share practical mid-year planning tips, and discuss the recent Federal Reserve meeting and its impact on interest rates. We will also cover the latest developments in inflation and oil.

Gain clear, actionable insights to help you stay informed and ahead of the curve.

Register here: https://us02web.zoom.us/webinar/register/2817701424857/WN_QF9d6YvxRXyMGrNu4AGgpw