Recent tariff clarity—15% on imports from Japan and the EU—suggests faster movement than expected toward a 10% tariff goal (excluding China). Additionally, the OBBBA signing highlights the stimulus aspect of Trump’s now more defined economic agenda.

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.

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.

In the second quarter, markets moved in stark contrast to what transpired during Q1 of 2025. The environment in 2025 has been one of greater uncertainty but also increasing opportunity. As global economic conditions shift, investment opportunities are evolving.

On June 21st, the United States enacted a military operation to strike nuclear facilities in Iran. As is custom in our investment discipline, we are actively considering various scenarios and assessing how we might adjust portfolio positioning under specific circumstances.

Chief Investment Officer, Matt Dmytryszyn shares insights on recent tariff policies, market volatility, and key 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.

We focus on long-term trends rather than short-term market noise. While headlines may drive short bursts of volatility, fundamentals like global diversification, risk management, and alignment with long-term goals remain the best guide through an evolving economic and policy landscape.

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.

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.