Pence Wealth Management

10/21/2026

🎙️Join us for our next podcast on Thursday, October 29 @3:00PM PT, where we will provide a market update, discuss the latest Federal Reserve meeting and its impact on interest rates, and share our insights on oil and inflation.

We will also cover the upcoming midterm elections and what they may mean for investors and the broader economy, as well as year-end tax planning.

Register here: https://us02web.zoom.us/webinar/register/2817701424857/WN_G3RvVkAJSIGdTm8f8bP7mw

10/14/2026

Expensive. Noisy. And likely inconsequential for markets. The 2026 midterms are almost here.

Rising prices and weak presidential approval have put both chambers of Congress in play. Even so, divided government looks likely, the One Big Beautiful Bill stays in place through 2028, and markets have historically done better under split control.

The bigger story may be what these races reveal about AI. Opposition to data centers has surged in both parties, and that matters for a theme expected to drive most S&P 500 profit growth through 2027.

In our latest Midterm Election Report, we break down:

✅ What's shaping the House and Senate races
✅ Why economics matters more than politics for investors
✅ Why the bipartisan shift on data centers is one to watch

Read the full report here:https://pencewealthmanagement.com/wp-content/uploads/2026/10/Midterm-Election-Report.pdf

10/07/2026

We're proud to announce that Laila Pence has been recognized on Barron’s 2026 Top 100 Independent Advisors list.

This honor reflects what our clients have known for decades: Laila's unwavering commitment to helping individuals and families pursue their financial goals with confidence.

For more than 35 years, she has combined experience with a personalized, client-first approach to wealth management.

We're grateful for the trust our clients place in us and excited to celebrate this well-deserved recognition.

Congratulations, Laila! 👏

09/30/2026

🔔 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, discussed the latest Federal Reserve meeting and its impact on interest rates, and shared our insights on inflation and oil. We also covered the upcoming midterm elections and what they may mean for investors and the broader economy.

▶️ https://youtu.be/bjydnZEnBOA?si=1cEYs0_oZS4g_GHb

09/29/2026

The early years of parenthood bring countless joys and some of life's biggest financial decisions. From childcare and housing to college savings and family protection, the choices you make today can have a lasting impact on your family's financial future.

Read the article to explore key financial considerations for new parents and strategies for building a strong foundation for the years ahead.

The first five years of parenthood tend to be more expensive than most people expect. Often, the biggest financial decisions tend to arrive before families feel financially ready.

09/24/2026

Trillions of dollars are expected to transfer to the next generation in the coming years, with women projected to receive a significant share of that wealth. Yet many have not discussed how an inheritance could impact their long-term financial future.

Read the article to learn why proactive planning can make a meaningful difference in preparing for a future inheritance.

Not planning for inheritance can make it more likely heirs spend money they don’t have.

09/17/2026

🎙️Join us for our next podcast on September 24 @ 3:00PM PT, where we will provide a market update, discuss the latest Federal Reserve meeting and its impact on interest rates, and share our insights on inflation and oil. We will also cover the upcoming midterm elections and what they may mean for investors and the broader economy.

Register here: https://us02web.zoom.us/webinar/register/1817701424707/WN_9w89e5Y2T7Gt4xX9bjwfPw #/registration

09/10/2026

Estate planning for complex families often extends far beyond a will. Trusts, tax-efficient wealth transfer strategies, charitable giving, and legacy planning can all play a key role in helping preserve and pass on wealth according to your wishes.

📖 Read this blog to learn about advanced estate planning strategies and important considerations for navigating today's evolving tax landscape.

Understanding modern estate planning in an evolving tax environment

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.