• Best economic expansion in 10 years

    • longest economic expansion

    • the longest bull market on record in LENGTH not by total percentage of return

    1. energy independent

    2. technology continues to advance while investors are becoming smarter

    3. the dollar is in a great spot

    4. seeing expansions

  • How familiar are you with the holdings in your portfolio

  • There is a correlation between knowing what you own and why you know it AND your ability to stick to a process

July 9, 2019