WealthWise in the News
Most Recent Media Appearances:
TD Ameritrade 1.26.23
TD Ameritrade: Market on Close Loreen Gilbert, WealthWise Financial Services CEO discusses 'How to Hedge During Inflationary Times' on TD Ameritrade
Bloomberg TV 1.17.23
Bloomberg Markets: European Close Loreen Gilbert, WealthWise Financial Services CEO discusses the markets and economy on Bloomberg TV
WealthWise Moment 1.11.23
The opinions voiced in this show 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...
WealthWise Moment 1.4.23
The opinions voiced in this show 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...
Bloomberg Radio 12.28.22
Bloomberg Businessweek Podcast: Waiting on Santa Claus Loreen Gilbert, WealthWise Financial Services CEO discusses markets and investing... and the missing Santa Clas rally.
WealthWise Moment 12.28.22
The opinions voiced in this show 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...
Bloomberg Radio 12.21.22
Listen to Loreen's interview on Bloomberg Daybreak Asia.
WealthWise Moment 12.21.22
The opinions voiced in this show 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...
WealthWise Moment 12.14.22
The opinions voiced in this show 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...
WealthWise Moment 12.7.22
The opinions voiced in this show 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...
WealthWise Moment 11.30.22
The opinions voiced in this show 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...
WealthWise Moment 11.23.22
The opinions voiced in this show 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...
Complete List of Media Appearances:
2021
- April 7th: KX FM WealthWise Moment
- March 31st: US News
- March 31st: KX FM WealthWise Moment
- March 31st: CNBC Asia: “Asia Squawk Box”
- March 24th: KX FM WealthWise Moment
- March 17th: KX FM WealthWise Moment
- March 16th: Yahoo! Finance
- March 10th: KX FM WealthWise Moment
- March 3rd: Bloomberg TV “The Close”
- March 3rd: KX FM WealthWise Moment*
- February 24th: KX FM WealthWise Moment
- February 23rd: Finding Money for College or Career School Webinar
- February 23rd: CNBC’s Power Lunch
- February 22nd: TD Ameritrade
- February 12th: Reuters TV
- February 11th: Bloomberg Radio
- February 10th: KX FM WealthWise Moment
- February 3rd: KX FM WealthWise Moment
- January 27th: KX FM WealthWise Moment
- January 26th: Companies beating estimates ‘bodes well’ for the rest of earnings season: WealthWise Financial CEO
- January 20th: KX FM WealthWise Moment
- January 21st: Loreen Gilbert on Which Sectors Could Outperform This Year
- January 13th: Bloomberg TV
- January 13th: Bloomberg Radio – Loreen Gilbert on the Markets
- January 13th: KX FM – Loreen appears on KX FM for the WealthWise Moment.
- January 12th: Investor’s Business Daily – Advisors Guide Clients To Save Money And Shop Smart For Insurance
- January 8th: Yahoo! Finance – Market Recap
- January 6th: KX FM – Loreen appears on KX FM for the WealthWise Moment.
2020
- December 16th: KX FM – Loreen appears on KX FM for the WealthWise Moment.
- December 16th: Bankrate – Top 11 financial New Year’s resolutions and how to fulfill them
- December 11th L.A. Times – Loreen Gilbert wins KX FM’s Silver Tongue Award
- December 9th KX FM – Loreen appears on KX FM for the WealthWise Moment.
- December 2nd KX 93.5 FM – Loreen appears on the KX93.5 for the WealthWise Moment.
- December 1st Yahoo! Finance – WealthWise’s Loreen Gilbert on her end of year market outlook.
- November 25th BBC World News – Loreen talks about the market transition since the election.
- November 24th KX 93.5 FM – Loreen does a takeover on KX FM radio!
- November 16th FXStreet – Zoom Video Communications Inc. continues to tumble amidst COVID-19 vaccine news
- November 16th Bloomberg TV – Tech stocks and vaccine impact
- November 13th Yahoo! Finance – Pre-holiday shopping for retail stocks
- November 13th Reuters – Pre-holiday shopping for retail stocks
- November 11th KX93.5 FM – Loreen appears on the KX93.5 for the WealthWise Moment.
- November 10th Bloomberg Radio – Loreen Gilbert, CEO of WealthWise Financial, joins Rishaad Salamat and Bryan Curtis to discuss the latest on the markets on Bloomberg Daybreak Asia.
- November 9th WealthManagement.com – Advisors see tax, regulatory implications of Biden presidency.
- November 4th KX93.5 FM – Loreen appears on the KX93.5 for the WealthWise Moment.
- October 30th CNBC – Investors are hoping for a clear presidential and Senate election outcome to end the sell-off.
- October 28th KX93.5 FM – Loreen appears on the KX93.5 for the WealthWise Moment.
- October 23rd Yahoo! Finance – ‘I think there is more risk to be out of the market’ than being in: WealthWise Financial CEO
- October 21st KX93.5 FM – Loreen appears on the KX93.5 for the WealthWise Moment.
- October 7th Financial Planning – Loreen is quoted in a Financial Planning article talking about ETF’s.
- September 30th CCN – 3 Reasons These Train Wreck Debates Won’t Derail An S&P 500 Rally.
- September 30th Cantech Letter – Biden or Trump? The bull market doesn’t care, this money manager says.
- September 29th CNBC – Loreen Gilbert sees a year-end rally no matter who wins election.
- September 23rd KX93.5 FM – Loreen appears on the KX93.5 for the WealthWise Moment.
- September 21st Yahoo! Finance – The markets have been pricing in more stimulus. WealthWise Financial CEO.
- September 21st Bloomberg TV – Loreen Gilbert discusses the markets on Bloomberg TV.
- September 21st Bloomberg Radio – Loreen Gilbert discusses the markets on Bloomberg Radio.
- September 9th KX93.5 FM – Loreen appears on the KX93.5 for the WealthWise Moment.
- September 3rd CNBC – Markets are experiencing a healthy pullback.
- September 3rd Bloomberg Radio – Loreen discusses the markets on Bloomberg Radio.
- September 2nd Reuters TV – Loreen appearances on Reuters TV to talk about small and mid-cap stocks.
- September 1st Barron’s Live Podcast – An Investor’s Guide to Employer Stock.
- August 24th Bloomberg TV – Loreen appears on Bloomberg TV to talk about all-time highs.
- August 24th ETF Trends – Loreen is quoted in ETF Trends Magazine.
- August 24th Plan Sponsor – Loreen is quoted in Plan Sponsor Magazine.
- August 21st TD Ameritrade – Loreen appears on the TD Ameritrade Network.
- August 19th KX93.5 FM – Loreen appears on the “Mornings with Ed Show” for the WealthWise Moment.
- August 12th KX93.5 FM – Loreen appears on the “Mornings with Ed Show” for the WealthWise Moment.
- August 6th TD Ameritrade Network – Assessing Earnings Season.
- August 5th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- July 28th Bloomberg TV – Loreen appears on Bloomberg TV to talk about investment strategy.
- July 28th Barron’s Live – How to know if annuities are right for you.
- July 27th TD Ameritrade Network – Notable Earnings This Week: Loreen Gilbert Evaluates.
- July 24th Yahoo! Finance – Loreen appears on “The Final Round” and talks about recession-proof areas of the market.
- July 22nd KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- July 22nd CNBC Power Lunch – Look to rotate tech into other areas of the market: WealthWise Financial’s Loreen Gilbert.
- July 19th Barron’s – Loreen is quoted in a Barron’s article called “Annuities Can help Your Portfolio Stay Afloat. Here Are the 100 Best Ones Right Now.”
- July 15th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- July 8th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- July 7th Bloomberg TV – Loreen appears on Bloomberg TV to talk about market activity.
- June 24th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- June 24th Reuters – Loreen appearance on Reuters: Another correction coming for stocks.
- June 23rd Yahoo! Finance – Loreen appears on “The Final Round” Why the U.S. economic recovery may be W-shaped, not V-shaped.
- June 23rd TD Ameritrade Network – Loreen appears on the TD Ameritrade Network: Relative strength remains in emerging markets.
- June 18th CNBC Power Lunch – Loreen appears on CNBC Power Lunch to talk about big tech and their market influence.
- June 17th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- June 3rd KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- June 2nd Yahoo! Finance – Loreen features in Yahoo! Finance piece “Does market volatility mean it’s time to rebalance your portfolio?
- May 27th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- May 26th TD Ameritrade Network – Loreen appears on the TD Ameritrade Network
- May 22nd Cheddar TV – Loreen on Cheddar TV: Stocks Close Mostly Lower; Tensions Rise Between U.S., China
- May 20th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- May 18th Reuters – Loreen is interviewed by Fred Katayama of Reuters.
- May 18th Yahoo Finance – Loreen appears on “The Final Round” It’s a stock-pickers market.
- May 13th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- May 6th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- April 30th Bloomberg TV – Loreen discusses a w-shaped recovery.
- April 30th Bloomberg Radio – Loreen talks about Apple’s earnings call.
- April 29th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- April 22nd KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- April 21st CNBC – Loreen Gilbert talks about the health care sector and how it remains strong.
- April 20th Reuters – Loreen Gilbert appearance on Reuters being interviewed by Fred Katayama.
- April 17th TD Ameritrade Network – Loreen Gilbert appearance on TD Ameritrade Network
- April 15th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- April 7th KX93.5 FM – Loreen appears on the “Mornings with Ed Show.”
- March 30th Plan Sponsor – https://www.plansponsor.com/plan-sponsors-facing-difficult-decisions-coronavirus-pandemic/
- March 27th Bloomberg – Stock Market Looking Forward To U.S. Stimulus Package, Says Loreen Gilbert
- March 20th CNBC – Loreen Gilbert discuss today’s trade, in which the market actually showed signs of life.
- March 8th Fox News – Loreen Gilbert dives into the effects the coronavirus has on the U.S. economy on “America’s News HQ”
- March 3rd Bloomberg – Loreen Gilbert discusses the U.S. stocks declining after Fed Chair Powell’s coronavirus warning. She speaks with Paul Allen and Emily Chang on “Bloomberg Markets.”
- February 20th – Yahoo! Finance Loreen Gilbert joins On the Move to predict the Fed’s next move
- February 10th – Bloomberg Radio Volatility to be Expected Ahead (Radio)
- February 9th – We Need To Understand Coronavirus’s Impact on The Global Economy, Says Loreen Gilbert
- January 24th – Yahoo! Finance Why investors should avoid utilities: WealthWise Financial President
- January 14th – Bloomberg TV “Loreen Gilbert Appearance on Bloomberg TV”
- January 14th – Bloomberg Radio “Loreen Gilbert joined Bryan Curtis and Stephen Engle on Daybreak Asia”
- January 13th – Yahoo! Finance “The 2010’s were all about the market booming, as the U.S. economy recovered from financial crisis according to Loreen Gilbert.”
- January 13th – CNBC “S&P 500 rises to record high after news the US will remove currency manipulator tag from China”
- January 13th – CNBC’s “Power Lunch” “CNBC’s “Power Lunch” team breaks down markets with Julian Emanuel of BTIG and Loreen Gilbert”
2019
- November 14th – Bloomberg TV “Loreen Gilbert Appearance on Bloomberg TV”
- November 14th – Nightly Business Report: “Loreen Gilbert on Outlook for Small Cap Stocks”
- November 4th – Women Advisors Business Networking Lunch: “Loreen Speaks at LPL Financial Women Advisors Networking Lunch”
- October 2nd – NAPA Top Women Advisor Nominations: “Loreen Gilbert Makes List of NAPA’s Top Women Advisors Nominees”
- September 27th – Women’s Global Development and Prosperity Initiative: “Loreen Gilbert Invited to Attend the International Visitor Leadership Program in NYC”
- September 19th – National Women’s Business Council: “Loreen Gilbert Participates in NWBC Roundtable.”
- August 19th – LPL Financial FOCUS: “Loreen Gilbert Speaks at LPL Focus 2019”
- July 26th – LPL Financial: “Loreen Gilbert Attends LPL Focus on Growth Symposium”
- July 2nd – Los Angeles Business Journal: “NAWBO National Partners with UCLA”
2018
- November 16th – NAWBO Blog: “NAWBO Applauds U.S. Senate Passage of Resolution Marking 30th Anniversary of H.R. 5050“
- November 5th – Feedspot: “Top 35 Financial Advisor Podcasts You Must Subscribe & Listen to in 2018″
- October 12th – Barron’s: “Access Cash After Natural Disasters”
- October 11th – Financial Planning Magazine: “6 Ways to Help Clients Access Cash After Natural Disasters”
- October 1st – Orange County Business Journal: “Retirement Plan Industry Trends: What Employers Need to Know”
- May 9th – American Express: “Winning the Endgame: How to Create an Exit Strategy “
- April 27th – Stu News “Leading Ladies Event, Led by Laguna’s Loreen Gilbert”
- April 20th – NAWBO Blog “Now is the Time For “WorkFlex” in the 21st Century”
- April 16th – American Express “Where Are the Resources for Women-Owned Businesses?”
- April 13th – Stu News “How to Meet Tax Deadlines to Avoid Extensions, Penalties and Interest”
- March 16th – Newport Beach Indy ““Maria Sharapova Establishes Program to Help Women Entrepreneurs”
- March 8th – Yahoo Financa – “Maria Sharapova Establishes Program to Help Women Entrepreneurs and Business Owners“
- February 12th – USA Today Personal Finance – Top 10 Financial Mistakes Women Should Avoid
- January 30th – Critical Mass Radio Show – “The Top 10 Mistakes Business Owners Make”
- January 19th – Stu News – “How to Avoid The Top Financial Mistakes Women Make”
2017
- December 4th – Stu News Newport: “United Way Breakfast Raising More than $400,000”
- December 1st – Laguna beach Magazine: “Loreen Gilbert Was Selected For A Panel on Tax Reform”
- November 28th – Stu News Laguna: “Loreen Gilbert Leads the Way in Empowering Women Entrepreneurs in Nicaragua through Micro-Lending”
- November 10th – Laguna Beach Indy “White House Aids On The Road”
- October 24th – Stu News Laguna: “Loreen Gilbert offers Top Ten Financial Mistakes Business Owners Make”
- September 22nd – Newport Beach Independent: “How to Avoid Going Overboard When Buying Yachts and Planes”
- August 28th – Laguna Beach Independent: “Installed as Chair Elect NAWBO Institute”
- August 18th- Newport Indy: “Five Star Travel On A Three Star Budget”
- August 18th- Stu News Laguna: “Loreen Gilbert is appointed Chair-elect of NAWBO”
- July/August Edition of Laguna Beach Magazine: “Loreen Gilbert Named Women Business Advocate Of The Year”
- July 14th- U.S. News: “Female Financial Advisors Find Their Way”
- June 30th – Stu News Laguna: “Local Wealth Manager Loreen Gilbert Provides Useful Tips for Art Collectors and Investors”
- June 26th- Newport Beach Independent: “Financial Tips For Recent Grads”
- June 8th- Orange County Register: “Four Orange County businesswomen honored at the Remarkable Women Awards Gala”
- May 31st – Newport Beach Independent “Local Philanthropist Help Raise $400k for United Way”
- May 10th – LA Times: ” 4 Local Business Executives To Receive Remarkable Women Awards”
- May 5th – Newport Beach Independent: “Women Business Owners Honor Four Remarkable Women”
- May 1st – Five Star Professionals: “Orange County Five Star Award Winner”
- May 1st- Orange County Register: “4 Orange County Women To Be Feted for Their Roles in Business”
- February 7th – Yahoo: “WealthWise Financial Now Offers Access to Both Worlds Robo and Advisor”
- February 3rd – Laguna Beach Independent: “Local Joins Presidential Advisory Council”
- January 31st – Stu News: “Loreen Gilbert, of Laguna Beach, Only Wealth Manager in State Named to Trump Small Business Advisory Council”
- January 27th- LA Times: “Laguna Resident Appointed to Trump Small-Business Advisory Group”
2016
- December 9th – Laguna Beach Magazine “Laguna Beach Luminaries”
- December 6th – Stu News “WealthWise’s Loreen Gilbert is one of the Select OC Advisor Selected by LPL to Offer New Investment Platform”
- November 11th – Stu News “LBPA will host clothing drive on Friday, Nov 18”
- November 4th – Stu News “KX 93.5 FM debuts “WealthWise Moments” to Educate Listeners about Financial and Philanthropic Matters”
- November 2016 – Modern Luxury “Philanthropy: One To Watch”
- September 2016 – Laguna Beach Magazine “Global-Minded Philanthropist”
- August 19th – Stu News “Laguna Beach’s Loreen Gilbert Names to NAWBO Board”
- August 13th – Yahoo Finance “What to Do With Leftover Money in Your College Savings Plan”
- August 10th – Money Magazine “What to Do With Leftover Money in Your College Savings Plan”
- August 10th – Reuters “Your Money: What to do with Leftover College Savings Plan Cash”
- May 14th – Orange County Register ” Three Women Running O.C. Businesses are Honored from Building from Zero”
- April 26th – Investor’s Business Daily with Personal Finance “How To Beat The Phaseout Of Social Security File-And-Suspend Move “
- April 15th – Laguna Beach Independent “Money Manager Earns Praise of Women”
- April 14th – Orange County Business Journal: “NAWBO Honors Gilbert, Dickson”
- April 12th – Stu News Laguna: “Loreen Gilbert will be honored at Remarkable Women event May 19, as Business Owner of the Year”