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.
Every Objection to 529 Plans Is Fair. Savvy Investors Fund Them Anyway.
Every common objection to 529 plans holds up under scrutiny: the lock-up, the mediocre investments, the uncertain payoff. Here's why savvy investors fund them anyway, and how new rules like Roth rollovers make the trade-off worth it.
Iran, AI, and the Fed: What's Really Driving Markets Now
What do a war in the Middle East, a semiconductor boom, and a more tight-lipped Federal Reserve have in common? Together, they're the three forces behind nearly every bout of market volatility we've seen this year.
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
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