Investment Management
Inside the Piton Investment Team: A 3-Part Series
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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July 2026: Where to Look in Power and AI Investing
This issue features perspectives from the Piton Investment Team on area and metrics they monitor for investments in key areas.
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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 Piton Investment Team is assessing the past quarter and the prospects for the final quarter of...
The Piton Investment Team looks at helpful dashboard of data related to the potential for an economic recession.
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The Piton Investment Team monitors media reports on events and trends that can have an impact on...
The Piton Investment Team looks ahead to the next phases of investing in technological innovation.