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.

Composition Wealth announced a merger with Edgewater Wealth Management of Tacoma, WA. Composition welcomes the Edgewater team of 16, bringing $900 Million in total client assets and expanding the firm's footprint in the Northwest.

Private credit has evolved from a niche corner of the market into a major force in today's financing landscape. In Matt's Hot Take, he discusses the market conditions, what is fact, and what is fiction.

Software stocks slid sharply in early February after Anthropic’s AI announcement reignited concerns about disruption and valuation. While fundamentals remain strong, investors are reassessing long-term risk. We explore what’s driving the selloff—and where opportunity may emerge beneath the uncertainty.

Gold surged in 2025 and opened 2026 with one of the fastest moves in its history—before pulling back sharply. We examine what fueled the rally, what triggered the reversal, and how we’re thinking about gold’s role in portfolios today.

Estate planning is a journey, and every family’s path is different. This overview helps you get oriented—clarifying goals, priorities, and potential challenges—so you can start the conversation and partner with an advisor to map the right next steps.

A Grantor Retained Annuity Trust, or GRAT, is one of the most effective ways to transfer appreciating assets to family members with minimal gift or estate tax exposure. It’s also one of the more elegant financial planning tools.

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.

We're excited to share our Q1 Market Perspective, written by our Chief Investment Officer, Matt Dmytryszyn, which features highlights of the past year's market performance and provides insights for the year ahead.