20 Ways Pre-Retirees Can Prepare For Uncertain Social Security Changes   Aug 1, 2024 As the future of long-term Social Security benefits hangs in the balance, those at or near retirement age are facing the possibility of reduced benefits or changes in eligibility criteria. That's why it's important to develop…

19 First Steps To Take When Your Personal Information Is Compromised Aug 29, 2024 As data breaches become increasingly common, anyone should be prepared to take decisive and swift action when they learn their personal information has been compromised. The initial steps you take can determine how well the situation…

Tech stocks power Nasdaq to 5th straight record close Fri, June 14, 2024  The Nasdaq eked out its fifth straight record closing high on Friday, as gains in tech-related stocks helped keep the streak alive. The Dow and S&P 500 each fell slightly lower, while the Nasdaq added about a…

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%. Loreen shares…

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. With looming interest…

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 one-and-a-quarter percent. While the…

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. . The deal will bring WealthWise’s total brokerage and advisory assets served to over $300 million through registered investment…

  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 suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk

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 #546100

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 S&P 500 touched 5,000 for the first time Thursday. Tune…