Pendleton Financial

Pendleton Financial

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03/06/2026

Pendleton Financial was recently featured in an ABC11 interview discussing how recent global events may impact markets and investor sentiment.

While headlines can create uncertainty, periods of market volatility are a normal part of investing and highlight the importance of maintaining a disciplined, long-term financial plan.

Key points from the interview:

• Market volatility has occurred throughout history during global events.
• Having a financial plan in place can help investors stay focused on long-term goals.
• Maintaining appropriate liquidity may help reduce the need to react to short-term market movements.
• Portfolio risk should evolve as investors approach retirement.

You can read the ABC11 article here:
https://abc11.com/post/iran-tensions-trigger-market-volatility-triangle-experts-weigh/18676617/

We also summarized the key takeaways on our blog:
https://www.pendletonfinancial.com/blog/abc11-interview-navigating-market-volatility-during-global-events

10/10/2025

In honor of Mental Illness Awareness Week and World Mental Health Day, we’re reflecting on how mental and financial wellness are deeply connected.

Recently, we attended WakeMed’s “Destigmatizing Mental Health” event and committed our support to the new mental health hospital they’re building right here in our community.

We were inspired by Dr. Micah Krempasky’s vision and by the influence of programs like CooperRiis, which continue to raise the standard for compassionate care.

At Pendleton Financial, we’re proud to support this effort, because real wellness means feeling safe, supported, and seen in all aspects of life.

10/07/2025

We were recently featured on ABC11, speaking about the financial impacts of a potential government shutdown.

In our segment, we shared an important reminder: if you're facing uncertainty at work — especially in a higher-income role — it's critical to adjust your spending early. Waiting and hoping for a similar-paying job can lead to long-term financial harm.

We’ve seen individuals spend through their savings trying to maintain the same lifestyle, when early budgeting could have changed the outcome completely.

We’re proud to work with federal employees and others affected by these situations, and we’re here to help anyone navigating tough financial decisions.

👉 Want to talk through your situation? Schedule a free, confidential call:
https://calendly.com/teampendletonfinancial/30min

📺 Watch the full ABC11 segment here:
https://abc11.com/post/government-shutdown-financial-tips-employees-consumers-federal-lawmakers-try-work-deal/17951429/

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2607 Oberlin Road
Raleigh, NC
27608

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm