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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.

Insights
Jul 8, 2026

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. 

Education
Jul 1, 2026

Dynasty Trust: Building a Legacy That Lasts

Insights
Jun 29, 2026

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. 

Insights
Jun 29, 2026

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. 

Insights
Jun 29, 2026

Mid-Year Check-In: Is Your Estate and/or Business Succession Plan Ready?

Is your estate or business succession plan actually where it needs to be? December conversations get rushed. Summer conversations get built. A midyear pause now is the difference between reactive paperwork and an intentional plan. 

News
Jun 25, 2026

AI in Practice: Answers to Advisor Questions About Artificial Intelligence

Have questions about AI? You're not alone; there are probably more questions than answers, but CEO Nate Angelo sat down with Capital Group's Brock Sutton to tackle some of the things advisor seem to be most curious about. 

Market News

Current Events and Market Perspectives

Videos
Mar 24, 2026

ITAP Series: War in Iran

Our recent panel discussion covers what investors need to know about market reactions to war in Iran.

Forecasts
Apr 23, 2026

Q2 2026 Market Landscape

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.

Forecasts
Apr 8, 2026

Q2 2026 Market Perspectives

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.

Forecasts
Jan 15, 2026

Q1 2026 Market Landscape

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