A surge in stock prices of over 30% since the April lows, along with growing headlines about sizable AI infrastructure investments, has stoked concerns about whether a rising bubble is developing in the equity market.

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.

The direction of the market during the third quarter was highly influenced by two storylines: a weakening labor market and prodigious acceleration in Artificial Intelligence (AI)- driven capital spending. Collectively, these trends resulted in favorable returns.

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.

This past week, President Trump announced his intention to remove Lisa Cook as Governor of the Federal Reserve. Our perspective on concerns some investors have expressed regarding the potential for reduced central bank independence and how that could influence markets.

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.