Investment Management
Inside the Piton Investment Team: A 3-Part Series
October 2026: Questions to Ask of Financial Advisors part 3 (of 3)
Feeling that your finances are complex? Are you looking for a Financial Advisor who can handle that complexity? How do you look and compare intelligently? You can Google or ask AI for questions to ask about Financial Advisors, but are they really the questions that will match you with the right Advisor. In this special 3-part series of Fresh Advice, the team offers questions that you can and, more importantly, what you will learn from the answers to those questions.
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September 2026: Questions to Ask of Financial Advisors part 2 (of 3)
Feeling that your finances are complex? Are you looking for a Financial Advisor who can handle that complexity? How do you look and compare intelligently? You can Google or ask AI for questions to ask about Financial Advisors, but are they really the questions that will match you with the right Advisor. In this special 3-part series of Fresh Advice, the team offers questions that you can and, more importantly, what you will learn from the answers to those questions.
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August 2026: Questions to Ask of Financial Advisors part 1 (of 3)
Feeling that your finances are complex? Are you looking for a Financial Advisor who can handle that complexity? How do you look and compare intelligently? You can Google or ask AI for questions to ask about Financial Advisors, but are they really the questions that will match you with the right Advisor. In this special 3-part series of Fresh Advice, the team offers questions that you can and, more importantly, what you will learn from the answers to those questions.
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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 big news this past week, and not just in finance, was the headline that Jensen Huang, CEO of...
The Piton Investment Team assesses their posture on having stock in Nvidia, following major headlines this week.
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The Piton Investment Team often researches historical patterns in markets to have data available...
The Piton Investment Team reviews historical context for how markets perform following midterm elections.