• What goes up must come down, nothing goes in a straight-line

  • Going through predictions that have come true during 2019 so far

  • Discussing predictions from the AAII

    • when will the next recession hit?

  • 3 things investors need during times of volatility

    • buy discipline

    • sell discipline (with an asset allocation strategy)

    • investment philosophy and strategy

  • When you ask yourself are my investments doing the best they can; it is not in comparison to returns

  • Discussion of a conversation with a question from a client about selling their stock

  • Corrections are normal and corrections happen!!

  • Secular bull markets and cyclical bull market

    • secular = long term

    • cyclical = short term

  • Volatility is not bad, it is GOOD!

August 7, 2019