September 2026 Newsletter:

Greetings!

As the calendar turns toward fall, it's easy to assume year-end planning means watching the market more closely. Most of the time, it doesn't.

This month's feature article walks through the decisions that actually move the needle before December 31st — how retirement income gets pulled together, how a charitable gift gets made, and whether the paperwork behind your plan is as current as your life is.

We also look at what's driving markets heading into the fall, welcome a new face to the LynnLeigh team, and share a few favorite fall events happening around Rochester and the Finger Lakes.

Feature Article:

The Decisions That Matter Before Year-End Aren't Always Investment Decisions

Coordinating retirement income, giving with intention, Medicare Open Enrollment, and the beneficiary paperwork that's easy to put off — this month, we walk through the four decisions worth handling now, before December makes the choice for you.

Markets have stayed resilient this year, with earnings and a durable economy supporting investor confidence. This update covers where the Fed stands heading into its September meeting, what the midterm elections could mean for market noise, and why staying grounded in your plan matters more than reacting to either.

If any part of this got you thinking about your own year-end plan — retirement income, a gift you're considering, or a form you haven't looked at in years — that's exactly the kind of conversation we're here to have.

Enjoy everything the season has to offer!

Best,

Your LynnLeigh & Company Team

LynnLeigh & Company — A Registered Investment Advisor

This information is provided by LynnLeigh & Co. for general information and educational purposes based upon publicly available information from sources believed to be reliable. LynnLeigh & Co. advisors cannot assure the accuracy or completeness of these materials. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. The information in these materials may change at any time and without notice. Past performance is not a guarantee of future returns.