In a discussion of key investment themes for the second half of 2019, Jake Falcon of Falcon Wealth Advisors in Mission Woods, Kansas, noted that he'll be looking for companies that can generate real earnings growth at a time when overall economic growth is slowing, while David Hartness of IronGate Partners in Wilmington, N.C., said he will be focused on balancing market growth with risk and guarding against complacency in any possible slowdown later in 2019.