As we head into September, the headlines may feel particularly heavy. Between a dramatic spike in global bond yields and reignited geopolitical tensions impacting energy markets, it is completely natural to feel a bit of headline fatigue. On top of that, you might be thinking about the notorious "September Effect"—the historical tendency for the stock market to experience a seasonal breather this time of year. Not to mention, the uncertainties that come with the midterm elections right around the corner.