WealthWise in the News

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”