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. ....

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: 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...

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...