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
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.
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[NOTE: The Piton Investment Team did not meet today, in recognition of Good Friday. The team...
Why does the Piton Investment Team regularly analyze both the "Cap Weighted" and "Equal Weighted" S&P 500? Find out!
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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?