Investment Management
Inside the Piton Investment Team: A 3-Part Series
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.
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March 2026: The Piton Investment Team part 3
This issue continues a three-part series on Piton Wealth’s Investment Team, for a look at the principles and strategies that the team uses to guide client investments.
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February 2026: The Piton Investment Team, part 2
This issue continues a three-part series on Piton Wealth’s Investment Team, for a look at the principles and strategies that the team uses to guide client investments.
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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
There is always plenty of sentiment expressed about the health of the U.S. economy and whether it...
The Piton Investment Team compares tools for assessing the risk of the U.S. economy being in or heading into a recession.
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Will the Strait of Hormuz be open and stable?Where will oil prices settle?Will the current conflict...
The Piton Investment Team explains a key tool for maintaining robust portfolios amid geopolitical & market volatility.