Pence Wealth Management

06/24/2026

🔔 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 discussed the conflict in Iran and its effect on oil and the markets, as well as the latest Federal Reserve interest rate decision.

▶️ https://youtu.be/rO8XvyyThGY?si=Vqyixw_dAcwrNBXB

06/19/2026

Living longer is reshaping what retirement really looks like. What used to be a shorter phase of life is now stretching decades—changing how we think about income, investing, and long-term security.

Today’s retirement plans need to account for more than just averages—they need to be built to adapt over time, with flexibility, growth, and multiple income streams in mind.

Because planning for longevity isn’t about predicting the future—it’s about being prepared for it.

📖 Read the full article to learn more 💡

People are living longer nowadays. According to the Centers for Disease Control and Prevention (CDC), the average life expectancy at birth in 2024 was 76.5 years for males, 81.4 years for females, and 79 years for both sexes. But these averages don’t tell the whole story. Medical advances mean mor...

06/16/2026

Trump Accounts are introducing a new way for families to start investing early on behalf of their children—combining potential government contributions with long-term, tax-advantaged growth.

Like any strategy, where it fits depends on your overall goals and how it compares to more established options.

Understanding the role it can play is an important first step.

📖 Review the full guide to learn more 💡

Expected Launch: July 4th, 2026 Trump Accounts are a new government‑sponsored savings option created under the One Big, Beautiful Bill Act (OBBBA) to help families start investing for their children early

06/11/2026

When it comes to saving for your child, there’s no shortage of options—but knowing where to start can feel overwhelming. From 529 plans to custodial accounts and newer strategies, each plays a different role in building for their future.

The key is prioritizing the right accounts at the right time—while keeping your own financial foundation strong along the way.

A clear, step-by-step approach can help bring confidence to the process.

📖 Read the full article to learn more 💡

A step-by-step guide for where to put your money for your child’s future

05/26/2026

Estate planning is about clarity, control, and peace of mind. From healthcare decisions to protecting your assets and loved ones, having the right documents in place can prevent costly delays and unnecessary stress during difficult moments. Without them, courts may end up making decisions for you.

👉 Read the article to learn the 5 essential estate planning documents—and then let’s make sure your plan is current and reflects your wishes.

These will let you have a say in your medical care, as well as what happens with your assets after you die

05/22/2026

Watch our Chief Investment Officer, Dryden Pence, on CNBC Power Lunch as he shares insights on AI concerns, , and NVIDIA.

Dryden Pence, Pence Capital Management CIO, joins 'Power Lunch' to discuss Nvidia's upcoming earnings, how long investors should hold the stock and more.

05/21/2026

We’re proud to share that Laila Pence has been named a 2026 Summit+ by LPL Financial - an elite distinction reserved for top growth performers within the Summit level of the LPL Club Program.*

This recognition places Laila among a select group of advisors setting the pace for growth and excellence across the industry.

We’re incredibly grateful for the trust our clients continue to place in us. As markets evolve, this milestone only strengthens our commitment to delivering thoughtful, high-impact financial guidance.

Excited for what’s ahead as we continue to grow and deepen our relationships with clients throughout Southern California.



*2026 LPL Club levels are based on 2025 calendar year production among LPL financial advisors. Summit+ qualifiers are the top 25 Summit advisors by growth rate or achievement of $50M+ in net new assets in 2025.

05/14/2026

🌟 We are thrilled to announce that Forbes has named Laila Pence the #1 Best-In-State Wealth Advisor in Southern California and included her on its prestigious 2026 list of America’s Top 250 Wealth Advisors.

This distinction underscores Laila’s leadership in the industry and her ongoing dedication to delivering exceptional results for her clients.

Please join us in celebrating Laila on this remarkable achievement!

Visit our website: https://pencewealthmanagement.com/

Forbes

05/13/2026

Financial stress and financial anxiety aren’t the same—and treating them like they are can hold you back.

One is tied to real-life events. The other is ongoing worry that can persist even when finances are stable. Understanding the difference is the first step toward meaningful progress and healthier financial decisions.

Your money plan should support both your financial and emotional well-being.

👉 Read the article to learn the difference—and let’s talk about building a plan that helps you feel confident, not overwhelmed.

Financial stress comes from a trigger; financial anxiety lingers even without one.

05/06/2026

Is the $1 million retirement goal helping you—or holding you back?

Too many people anchor to a single number that oversimplifies real retirement planning. Your lifestyle, income needs, longevity, and inflation matter far more than chasing a headline benchmark.

The smartest plans focus on income, not a magic number.

👉 Read the article to learn better ways to define your retirement target

People are often too rigid with their long-term savings benchmarks. Experts say it’s a costly mistake.