Five Important Transitions to Keep Your Eyes On

In many ways, fall is the most obviously “transitional” season there is—the landscape in much of the U.S. is literally changing color and the ground beneath our feet goes from soft to crunchy as leaves cover lawns.

Likewise, the financial markets can sometimes experience significant changes and transitions as we approach the final three months of the year. Fall is often the time when investors—especially professional ones—get refocused on the markets after taking time off during the summer months. That can mean opportunities for goals-based investors, as well as challenges to navigate.

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