As with many things in life, investing is often about managing expectations on the economy, markets and portfolio returns. Doing so can be challenging since strong market gains and solid economic growth can fuel even greater and eventually unrealistic expectations. At the same time, long-term investors understand that temporary market pullbacks and economic slowdowns are unavoidable. Preventing disappointment is often a matter of maintaining discipline and perspective as market expectations continue to rise. After a red-hot economic rebound and stock market rally, there are certainly high expectations across the entire investment landscape. For instance, last week's jobs report severely missed economist projections.