Resources & News
Insights to help you compose your next chapter.
The conversations that matter most rarely start with a spreadsheet. At Composition Wealth, we're here for all of them: the questions about family, goals, legacy, and yes, money too. Stay connected to the perspectives and insights that help you move your story forward.
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Paws and Portfolios: Composition Wealth and The LaBelle Foundation Discuss Charitable Giving
Scott Smith, Blake McKibbin, and Jake Hungarter are joined by Samantha Periano to discuss tax strategy and how your giving can be structured to maximize impact, reduce your tax burden, and align your giving with your broader financial goals.
Evaluating IPOs: Thoughts From Two Industry Veterans
IPOs are back, and the excitement is real. Before you chase the next big debut, Composition Wealth's Brock Moseley and Matt Dmytryszyn, CFA®, break down what separates a great company from a great stock.
What to Consider When Assessing an IPO
We continue our three-part series on understanding IPOs with Part II, where we share considerations investors may want to consider when contemplating participation in an IPO.
The ABCs of IPOs - A Guide to Understanding Initial Public Offerings
With trillion-dollar names like SpaceX, OpenAI, and Anthropic poised to go public in 2026, Matt Dmytryzyn breaks down what investors really need to know about how IPOs work, why early gains fade, and the hidden constraints on getting in.
Mega-IPOs Are Coming - Here's What the Average Investor Needs to Know
Mega-IPOs from SpaceX, Anthropic, and OpenAI are generating buzz - but do the numbers justify the hype? Here's what every investor needs to understand before diving in.
Getting Remarried? Here's What to Do With Your Finances First
A second marriage brings more assets, more history, and often more financial complexity. Learn what to sort out before the wedding.
Composition Wealth Announces New Leadership
Composition Wealth announces new leadership, appointing Nate Angelo Chief Executive Officer and elevating Doris Meister to Executive Chair. The Firm enters the next chapter of growth following Bruce Milam’s foundational tenure.
Composition Wealth Adds Two Advisory Teams; Reaches $9.5B in AUM
Composition Wealth announces adding two advisory teams with combined assets of $481M and now manages $9.5B in total AUM. We welcome Blue Oak Capital, in the Bay Area, and Centricity Wealth Management, which establishes our first Ohio office in Columbus.
Composition Wealth's Commitment to LA Wildfire Recovery
Composition Wealth is committed to aiding Southern California's wildfire recovery by supporting the LA Regional Food Bank and California Fire Foundation, organizations vital to helping those still rebuilding their lives after the devastating fires earlier this year.
Spotlight: Katie Pieper, Partner, Senior Wealth Advisor
In honor of International Women’s Day and Women’s History Month, we are highlighting a few of the remarkable women at Composition Wealth. The spotlight shines today on Katie Pieper a partner and Senior Wealth Advisor.
Spotlight: Samantha Kennedy, CFP®, CDFA®, Wealth Advisor
In honor of International Women’s Day and Women’s History Month, we are highlighting a few of the remarkable women at Composition Wealth. The spotlight shines today on Samantha Kennedy one of our Wealth Advisors.
Spotlight: Marla Wooton, CRPC®, Chief Compliance Officer
In honor of International Women’s Day and Women’s History Month, we are highlighting a few of the remarkable women at Composition Wealth. The spotlight shines today on Marla Wooton our Chief Compliance Officer.
Events
Upcoming Events
ITAP Series: War in Iran
Our live, moderated panel discussion will cover what investors need to know about market reactions to war in Iran.
Q2 2026 Market Landscape
Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.
Q2 2026 Market Perspectives
In this Q2 Market Perspective, our Chief Investment Officer, Matt Dmytryszyn, shares insights into the first few months of 2026, uncertainties under the ITAP themes, and other economic indicators shaping the current investment environment.
Q1 2026 Market Landscape
Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.