Irvine • Dallas

Carissa Adams

Wealthion 5.3.24

Is The Housing Market Going to Crash? Join host James Connor and Loreen Gilbert, Wealthwise Financial CEO, as they discuss the latest revolving around real estate, if now is the time to rent or buy and if we’ll ever see fixed 30-year mortgage rates slump down to 3%....

Yahoo! Finance 3.28.24

S&P 500 rallied across Q1, but valuations a 'concern': Strategist Josh Lipton and Akiko Fujita - Thu, Mar 28, 2024 The S&P 500 (^GSPC) is on track for its best first quarter of a fiscal year since 2019. AI stocks and cooling inflation have fueled the rally....

Yahoo! Finance 3.20.24

Yahoo Finance STORY: Wall Street's main indexes rallied on Wednesday after the Federal Reserve signaled it was on track to cut interest rates three times by the end of 2024. The Dow gained 1%, the S&P 500 added nine-tenths of a percent and the Nasdaq climbed...

Houston Business Journal article

WealthWise Financial acquires Houston-based wealth practice Irvine, California-based WealthWise Financial Services has acquired a Houston-based financial practice. The firm acquired the $35 million financial practice from certified financial planner Thomas Higgins. ....

Wealthion 3.14.24

  The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be...

Bloomberg Intelligence Podcast 2.23.24

Bloomberg Intelligence: Nvidia Surges, Reddit U.S IPO Loreen Gilbert, CEO of WealthWise Financial, joins to discuss her outlook for the markets. For Loreen's segment, start at time 11:55.  Hosts: Paul Sweeney and Molly Smith           Tracking...

Schwab Network 2.9.24

Schwab Network: No Positive Guidance Hurts Stocks When we don’t hear positive guidance, that’s where stocks get hit, notes Loreen Gilbert. She discusses takeaways from earnings season. She looks at investing trends with markets at all-time highs, highlighting that the...