Investment Management
Inside the Piton Investment Team: A 3-Part Series
June 2026: Why Different State Taxes Matter for Financial Planning
This issue gives examples of how the tax structures of different U.S. states can factor into financial planning. For more details about some of the taxes mentioned in this issue, go to https://pitonwealth.com/investment-resources/june-2026-why-different-state-taxes-matter-for-financial-planning/
Share This
May 2026: Engineering a Retirement Plan: Q&A with Piton Advisors
The May calendar includes IEEE Global Engineering Day, which is “about recognizing the achievements of engineers and their work that has an impact on society”
Share This
April 2026: Gaming Financial Literacy for the Family, Especially Children
April is Financial Literacy month! The Fresh Advice team gathers together some fun tips to families, and especially younger generations, improve financial literacy.
Share This
The Piton Investment Philosophy and Process
MICHELLE A. CLARY, CFP®, ChFC®, CLU®, RICP®, AEP®, CEO, Senior Wealth Advisor & CHUCK ETZWEILER, MBA, CFP®, CIMA®, CMT, Senior Vice-President of Research
More Resources & Timely Articles
The Piton Investment Team took some time to analyze data about Small and Mid Cap (SMID) companies....
The Piton Investment Team looks at the prospects for Small and Mid Cap, especially indications that suggest continued growth.
Share This
With the new quarter, and the halfway point of 2026, the Piton Investment Team is busy with updates...
The Piton Investment Team examines a research report on the relationship of two important economic topics: Productivity Growth and the Adoption of New Technologies like AI.