Investment Management
Fresh Advice: Piton Investment Team Series
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.
February 2026: The Piton Investment Team, part 2
February 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 S&P 500 is current down about 7% from its highs, loosely tracking the time since the war in...
There certainly has been a correction in the market, but is it leading to a bubble? The Piton Investment Team turns to research and data on the issue.
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Across major geopolitical shocks since WWII: Initial selloff: ~3% to 10% Bottom reached: often...
What is the Piton perspective on geopolitical shocks, such as current events in around Iran, and their impact on markets?
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The “Fed” makes headlines periodically, but the decision-making and data from the Federal Reserve...
How and why the Piton Investment Team follows the Federal Reserve Open Market Committee and more.