Enjoy the rest of your summer, fellow Fools, because come September, the markets could get a little crazy.  

As the world awaits a new chairperson and a possible shift in monetary policy at the Fed, at the same time as new political leadership comes to power in Europe, investors across the financial sector -- from mREITS like Annaly Capital Management (NYSE:NLY) and American Capital Agency (NASDAQ:AGNC) to banking giants like Wells Fargo (NYSE:WFC) -- should stand at the ready for high seas across the markets.

In the video below, Motley Fool contributor Jay Jenkins discusses what's at stake and the likely outcomes for investors navigating these turbulent times.