It’s somewhat hard to believe we’re almost at the halfway point of 2019. And it’s now, in the heart of summer-vacation season (when we have a feeling investors may not be paying quite as much attention as usual to their investments), that we think it’s valuable to take a look at your portfolio from a higher level, and consider what may be worth watching in the second half that could affect your sector allocation. Long-time readers of this publication (thank you) know that the last publication of every year has thoughts for the next year—18 for 2018, 19 for 2019, etc. Since we’re halfway through ’19, and you’re ... (full story)