WealthWise in the News
Most Recent Media Appearances:
Yahoo! Finance 3.28.24
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....
Yahoo! Finance 3.20.24
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...
Houston Business Journal article
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. ....
Wealthion 3.14.24
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...
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.
Yahoo Finance 10.17.23
Yahoo Finance Retail sales came in stronger than expected for September, increasing 0.7 percent month-over-month and 3.8 percent year-over-year. WealthWise CEO Loreen Gilbert joins Yahoo Finance Live to discuss the report and what it means for future interest rate...
ABC Australia 10.12.23
As Israel's war against Hamas escalates, US sends a warning to Iran, raising fears of a recession By business reporter Nassim Khadem As fears mount over Tehran's involvement in the Israel-Gaza conflict, the Biden administration has sent a clear message to Iran's...
Complete List of Media Appearances:
2023
- April 13th: Bloomberg
- April 12th: Reuters
- April 3rd: CNBC
- March 29th: Reuters TV
- March 22nd: Yahoo Finance
- March 7th: TheStreet Today
- February 28th:Reuters TV
- February 28th: Bloomberg TV
- February 24th: Cheddar TV
- February 21st: Money Article: A Political Battle Over ESG Investing Is Heating Up. Here’s What It Could Mean for Your 401(k)
- January 30th: Bloomberg TV
- January 20th: KX FM WealthWise Moment
- January 26th: TD Ameritrade
- January 17th: Bloomberg TV
- January 11th: KX FM – KX FM WealthWise Moment
- January 4th: KX FM – KX FM WealthWise Moment
2022
- December 28th:Bloomberg Radio
- December 28th: KX FM WealthWise Moment
- December 21st:Bloomberg Radio
- December 21st: KX FM WealthWise Moment
- December 14th: KX FM WealthWise Moment
- December 7th: KX FM WealthWise Moment
- November 30th: KX FM WealthWise Moment
- November 23rd: KX FM WealthWise Moment
- November 18th: Reuters TV
- November16th: KX FM WealthWise Moment
- November 10th: CNBC Power Lunch
- November 9th: KX FM WealthWise Moment
- November 2nd: KX FM WealthWise Moment
- November 1st: Yahoo Finance
- November 1st: Bloomberg Radio
- November 1st: Bloomberg TV
- October 26th: KX FM WealthWise Moment
- October 18th: Bloomberg TV
- October 12th: KX FM WealthWise Moment
- September 28th: KX FM WealthWise Moment
- September 28th: Bloomberg Radio
- September 28th: Bloomberg TV
- September 21st: KX FM WealthWise Moment
- September 15th: Yahoo Finance
- September 14th: KX FM WealthWise Moment
- September 8th: Reuters TV
- August 31st: KX FM WealthWise Moment
- August 29th: Cheddar TV
- August 25th: Bloomberg TV
- August 24th: KX FM WealthWise Moment
- August 17th: Bloomberg TV
- August 17th: Bloomberg radio
- August 10th: Yahoo News
- August 10th: Reuters TV
- August 3rd: KX FM WealthWise Moment
- August 1st: Cheddar TV
- July 27th: KX FM WealthWise Moment
- July 20th: KX FM WealthWise Moment
- July 15th: Bloomberg TV
- July 15th: Bloomberg Radio
- July 13th: KX FM WealthWise Moment
- July 9th: Yahoo Finance
- July 7th: Bloomberg TV
- July 6th: KX FM WealthWise Moment
- June 15th: KX FM WealthWise Moment
- June 9th: HerMoney Article
- June 9th: Reuters TV
- June 8th: KX FM WealthWise Moment
- June 1st: Bloomberg TV
- June 1st: TD Ameritrade
- June 1st: KX FM WealthWise Moment
- May 31st: Redfin Article
- May 27th: KX FM WealthWise Moment
- May 18th: Bloomberg TV
- May 18th: Yahoo Finance
- May 16th: KX FM WealthWise Moment
- May 13th: Moneyweb
- May 12th: Bloomberg Radio
- May 12th: Reuters TV
- May 12th: Bloomberg TV
- May 11th: KX FM WealthWise Moment
- April 28th: MSN
- April 28th: Yahoo Finance
- April 28th: Bloomberg Radio
- April 27th: KX FM WealthWise Moment
- April 20th: KX FM WealthWise Moment
- April 13th: KX FM WealthWise Moment
- April 11th: Bloomberg TV
- April 11th: Bloomberg Radio
- April 8th: MSN
- April 8th: Yahoo!
- April 8th: Reuters TV
- April 6th: KX FM WealthWise Moment
- March 24th: Bloomberg TV
- March 24th: Bloomberg Radio
- March 24th: Yahoo Finance
- March 23rd: KX FM WealthWise Moment
- March 16th: KX FM WealthWise Moment
- March 15th: Bloomberg Radio
- March 15th: Bloomberg TV
- March 8th: TD Ameritrade
- February 24th: Reuters TV
- February 23rd: KX FM WealthWise Moment
- February 22nd: Yahoo! Finance
- February 16th: KX FM WealthWise Moment
- February 15th: Bloomberg TV
- February 15th: Benzinga Live
- February 7th: Bloomberg TV
- February 7th: Bloomberg Radio
- February 2nd: KX FM WealthWise Moment
- January 27th: Bloomberg TV
- January 24th: TD Ameritrade
- January 19th: CNBC Power Lunch
- January 19th: KX FM WealthWise Moment
- January 13th: Yahoo! Finance
- January 12th: KX FM WealthWise Moment
- January 5th: Reuters TV
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”