Portfolio balance 'is the name of the game' in current market, says Lauren Goodwin

New York Life Investments' Lauren Goodwin, Truist’s Keith Lerner and Axonic’s Pete Cecchini join 'Closing Bell' to discuss market outlooks.

[@BarbaraLouise-i3r]

The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.

[@JacobReynolds-t7v]

Nobody knows anything; You need to create your process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

[@KarenDuncan-o5s]

@@JacobReynolds-t7v True, initially I wasn't quite impressed with my gains, as opposed to my previous performances, I was doing so badly, that I figured I needed to diversify into better assets, I touched base with a portfolio advisor, and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.

[@BarbaraLouise-i3r]

@@KarenDuncan-o5s Could you kindly elaborate on the advisor's background and qualifications?

[@KarenDuncan-o5s]

@@BarbaraLouise-i3r “Victoria Carmen Santaella’’ is the licensed fiduciary I use. Just research the name. You’ll find the necessary details to work with a correspondence to set up an appointment.

[@BarbaraLouise-i3r]

@@KarenDuncan-o5s I just ran an online search on her name and came across her website; pretty well educated. thank you for sharing.

[@MiaAmador-fl]

I started investing in stocks at 18, grew portfolio to $600k by 33. Recently, lost over 30% and want to mitigate risks. Also, plan to pay off my mortgage and want my portfolio to grow. What should I do for stable cashflow?

[@LoriRish-]

Dont think here is the place for personalised investment guidance. However, I suggest consulting with a reliable advisor to ensure appropriate investment planning.

[@CaroLewis-j8k]

Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. During the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my portfolio has grown by 25% every quarter since Q3 2020.

[@StephenTho42]

@@CaroLewis-j8k this is all new to me, How do I find a suitable fiduciary advisor, can you recommend any?

[@CaroLewis-j8k]

I've stuck with the popularly ‘’Katherine Nance Dietz” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up..

[@Biggerstaff4]

thank you for putting this out, it has rekindled the fire to my goal... was able to spot Katherine after inputting her full name on the web, she seems highly professional with over a decades of experience.

[@mrchad97z49]

Should the FED lower rates at a new market high?? with plenty of liquidity... Housing and Rent at an All-time high... really? Lower rates?? haha

[@cozyslor]

Lauren is clearly CNBC's new favorite. I agree.

[@Jpsantos94]

Buy and hold VTI. Buy the whole US market.

[@illegalsmirf]

hiya Lauren hun ur a good girl for daddy ;-)

[@giannidc1207]

She s on tv all the time, thank god, bcause she s too beautiful

[@far1762]

Are, prune, în, gura, numa, convyns, nu,,, nu, e sigura, vorbește, evaziv, iar, el, e, speryat😮

[@far1762]

Un, ou, într-un, ocean, ynputyt, de, vrajala,,,,, 😮