WealthWise in the Media

2021

June 9: KX FM WealthWise Moment
June 8: TD Ameritrade
June 2: Bloomberg TV "The Close"
June 2: KX FM WealthWise Moment
June 1: Yahoo! Finance Article
June 1: Yahoo! Finance Video
May 25: The 529 puzzle: A college savings plan cheat sheet for advisors
- For clarification purposes, WealthWise Financial is not a Registered Investment Advisor (RIA). Loreen provides advisory services through LPL Financial, a Registered Investment Advisor. WealthWise Financial Services is a separate entity from LPL Financial.
May 19: KX FM WealthWise Moment
May 18: CNBC Power Lunch
May 17: ETF Trends
May 14: Yahoo! Finance
May 12: Bloomberg Radio
May 12: Bloomberg TV
May 5: KX FM WealthWise Moment
April 28: KX FM WealthWise Moment
April 27th: TD Ameritrade's The Watch List
April 26th: Bloomberg TV
April 23rd: John Milligan on Cheddar TV
April 21st: KX FM WealthWise Moment
April 19th: Financial Planning Article Feature
April 14th: KX FM WealthWise Moment
April 7th: CNBC' Power Lunch
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"