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Carissa Adams

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...

Reuters 1.9.24

60/40 portfolio 'is alive and well' - wealth advisor Loreen Gilbert, CEO of WealthWise Financial Services, says that standard portfolio allocations of 60% stocks and 40% bonds will "once again" work in 2024.   Boeing incident puts 'damper' on Dow - wealth advisor...

Bloomberg TV 1.3.24

WealthWise's Gilbert on US Markets Loreen Gilbert, CEO at WealthWise Financial, discusses her outlook and investment strategies for US markets. She speaks with Shery Ahn on "Daybreak Australia". (Source: Bloomberg)   Tracking #524386-1  

Bloomberg Radio 12.21.23

Bloomberg: Markets and the Santa Claus Rally Loreen Gilbert, CEO at Wealthwise, joins to give her outlook for the markets and the economy. Hosted by Paul Sweeney and Emily Graffeo.    

Bloomberg Radio 11.15.23

Bloomberg: Outlook for Markets in 2023 Loreen Gilbert, CEO of WealthWise, discusses her outlook for the markets, investing, and inflation. hosted by Paul Sweeney and Matt Miller.