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.
Education Funding Beyond the 529
A 529 plan is great, but for families with significant wealth and multiple kids or grandkids, it's not the whole strategy. Here are four powerful tools, from direct tuition payments to dynasty trusts, that work above and around it.
Back-to-School Checklist: Don’t Forget the Estate Planning Essentials
Sending a kid to college? Before you focus solely on dorm supplies, consider two often-overlooked documents: a Medical and Financial Power of Attorney. Once your child turns 18, these simple forms ensure you can still help when it truly matters.
Q3 2026 Market Perspectives
Confidence in both the economy and the markets continued to build as uncertainty gave way to stronger fundamentals and renewed optimism.
Dynasty Trust: Building a Legacy That Lasts
Your Opportunity Zone Fund is About to Wake Up
If you own an Opportunity Zone Fund from 2018, 2019, or 2020, it's about to require your attention for the first time in years. Here's what's happening before December 31.
Don't Let Summer Surprises Catch You Unprepared
A cracked dance floor, a $20,000 bill, and a honeymoon that almost didn't happen: the financial surprises hiding beyond your favorite summer plans.
Upcoming Events
Register for Composition Wealth Events
Turning Passion into a Career: Simmy Kustanowitz, Clock Tower Innovation
We will be joined by Simmy Kustanowitz, an Emmy-nominated television producer, to discuss how to turn your dreams into a dream job, and how you can feed your passions through work and life.
Webinar: Sleeping Better for Better Days
Join Dr. Marc Milstein on September 10, 2026 at 12 pm PT for a practical and entertaining webinar on improving the quality of your sleep (and your life).
Navigating the Current Workforce: How to Help Your Recent College Grads
The current job market is causing significant stress for young adults and recent grads alike. We will be joined by recruiter Katie Simon to discuss how to stand out as an applicant and build a career from the ground up.