Investment Management
Fresh Advice: Piton Investment Team Series
May 2026: Engineering a Retirement Plan: Q&A with Piton Advisors
May 15, 2026
April is Financial Literacy month! The Fresh Advice team gathers together some fun tips to families, and especially younger generations, improve financial literacy.
April 2026: Gaming Financial Literacy for the Family, Especially Children
April 15, 2026
April is Financial Literacy month! The Fresh Advice team gathers together some fun tips to families, and especially younger generations, improve financial literacy.
March 2026: The Piton Investment Team part 3
March 15, 2026
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.
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
Piton Investment Team blog
The Piton Investment Team often researches historical patterns in markets to have data available...
The Piton Investment Team looks at an unexpected pattern in early internet and AI investing.
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The Piton Investment Team has been pleased with recent positive returns on Piton portfolios. The...
The Piton Investment Team takes a moment to reiterate the benefits of rebalancing portfolios.
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The Piton Investment Team reviews economic data regularly. When unusual numbers come up, they will...
The Piton Investment Team digs into some numbers within the monthly federal Industrial Production data.
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The Piton Investment Team reviews economic data regularly. For many data points, the team checks on...
The Piton Investment Team watches employment data from multiple perspectives.
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The Piton Investment Team reviews economic data at least weekly. When some data seem at variance...
The Piton Investment Team looks under the hood at the data components that go into the Leading Economic Index (LEI).