Delray Beach, Florida
— September 2, 2025

Walking Into September: Perspective and Patience for Markets

I filmed this update while walking down the beach path through the dunes in Delray Beach, Florida — soaking up the last days of summer before heading back to New York City. There’s something about standing at the ocean’s edge that brings perspective, which is exactly what we need as we head into September, historically the market’s worst month.

But don’t worry — we’ve got you covered. Here are the key dates and events investors should be watching this September:

Key September Market Events:

• Jobs Report: September 5th
• Inflation (CPI): September 11th
• Federal Reserve Rate Decision: September 17th
• Triple Witching: September 19th
• Klarna IPO (KLAR): This month

Earnings to Watch:

• Broadcom (AVGO)
• Salesforce (CRM)
• Figma (FIG) – their first report as a public company

The first trading session of September was already down across the three major indices, but context matters. From my chair on the beach, looking out at the horizon, I couldn’t help but think: perspective and patience. That’s what this month requires.

The horizon always looks distant, but it’s steady. Markets may get choppy, headlines may stir up nerves, but staying focused on the long term is what helps investors weather September — and whatever lies ahead.

So, as we move into the fall season, keep your eyes on the big events, but don’t lose sight of the horizon. Be patient, stay informed, and as always — be good out there.