With stocks this expensive you 'better know what you own, and not let risk creep in': Michael Farr

With earnings season kicking off, will the results be enough to give investors some clarity as they navigate the market with very limited economic data. With us now, Region's Wealth Management CIO Alan Mcnite and Far Miller and Washington President and CEO Michael Farre, also a CNBC contributor. Gentlemen, it's great to have you on.Michael, I'm going to start with you on this because I was looking at your notes and uh you talk about flashing yellow lights and you say you're very cautiously bullish. What doe ...