Piedmont Capital Management

03/30/2026

Piedmont Capital Management will be closed on Good Friday - April 3, 2026.
We Wish you a blessed Easter!

Email from Piedmont Capital Management, LLC We wish you a blessed Easter!     View Services       Piedmont Capital Management will be closed on Good Friday - April 3, 2026. We will be back to serve yo

02/20/2026

In this edition of the Piedmont Perspective Tom discusses RMD timing; Drew provides insight into the impact of geopolitical tension, Fed policy, and technology selloffs on market performance; Alex cautions against normalcy bias; Diego takes on Gen Z investing trends; and Erika looks for validation.
You will also find important tax information inside.
https://conta.cc/4aE0RzF

Email from Piedmont Capital Management, LLC Your monthly journal of news and insights from the team at Piedmont Capital Management     View Services     The Piedmont Perspective Insights for your fina

02/19/2026

It's time to clear your clutter!!

The PCM annual shred event is right around the corner.

The PCM Shred Event
Date: MARCH 16 - MARCH 20, 2026
Time: 9 am - 4 pm each day

Email from Piedmont Capital Management, LLC March 16- March 20, 2026     View Services     It's time to clear your clutter!! The PCM annual shred event is right around the corner.   The PCM Shred Even

02/10/2026

Piedmont Capital Management will be CLOSED on Monday, February 16, 2026, in observance of Presidents Day.
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Email from Piedmont Capital Management, LLC     View Services       Monday, February 16, 2026 is a federal, market, and bank holiday. Our offices will be closed in observance of Presidents Day We'll b

01/22/2026

Happy New Year! Welcome to the first Piedmont Perspective of the year! While Winter has barely made her presence known in the Flathead Valley yet this year (2026) like everything these days, that too will change. With some forecasts predicting highs in the teens after a relatively warm start to the season, why not curl up with a warm beverage and enjoy the offerings the Piedmont Capital team has for you.
To kick off the year, Tom muses on the difference between forecasting and planning; Drew provides insight into the market’s volatile start to the year; Alex takes us back to eternal September; Erika has thoughts on intention, and we welcome Diego Biggerstaff to our staff as an intern.
You will also find important tax information inside.

01/14/2026

Monday, January 19, 2026 is a federal, market, and bank holiday.

Our offices will be closed in observance of

Martin Luther King Day.

We'll be back ready to serve you on

Tuesday, January 20, 2026!

"Darkness can not drive out darkness, only light can do that. Hate cannot drive out hate, only love can do that."

Email from Piedmont Capital Management, LLC     View Services       Monday, January 19, 2026 is a federal, market, and bank holiday. Our offices will be closed in observance of Martin Luther King Day.

12/18/2025

The final days of December are upon us and a momentous trip around the sun is almost complete. What a year it has been! We want to thank you, our valued clients, for your continued trust and business. We absolutely could not be Piedmont Capital Management without you and our success hinges on your financial health, success, and most importantly, happiness. Thank you for allowing us to continue working for you!
Now we want to invite you to curl up by the fire and delve into this month’s edition of the Piedmont Perspective (at home or in our office – you are always welcome to come sit a spell and chat by the fire!) This month, Drew provides an overview of the wild ride of 2025; Tom offers advice on the 50-year mortgage; Alex does some complicated lottery math; and Christmas can’t come soon enough for Erika.
May all the blessings of this special season, a time that calls us to draw loved ones near and reflect on the goodness of life, be yours.
Wishing you and yours a blessed Christmas and bright New Year!

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Email from Piedmont Capital Management, LLC Your monthly journal of news and insights from the team at Piedmont Capital Management     View Services     The Piedmont Perspective Insights for your fina

09/17/2025

The world has felt heavy of late but in just a few days Autumn makes her colorful entrance and I, for one, can’t wait for my favorite season to make her presence official! I’ve yet to don mittens for my morning dog walks and the warm golden evenings “just make me feel that special September way…”

I encourage you to get out there and breathe deeply. Relish these golden days and stay grounded in what is good and true.

Some of you have driven past our office and wondered if “we are open?” Though it may not look like it on the exterior, we most definitely are! The interior remodel is complete, and we welcome you to stop by, say hi and check out our “new digs.” The finish work on the exterior – of which there is a lot remaining to do - has met with a few hiccups. We will get to the finish line – hopefully before the snow flies! We thank you for your patience and perseverance through the banging, dust, and odd parking arrangements.
Keep in mind, none of that has any influence on your investments with us! Read on in this month’s edition of the Piedmont Perspective where Tom discusses proper benchmarks; Drew analyzes the impact the Fed’s policy decisions, tariffs, and politics have on the markets and our portfolio strategies; Alex looks at how online gaming-industry policies may have broader impacts than you may think; and Erika has an international adventure.
Click the link below for our September newsletter.
https://conta.cc/3K8NL48

06/17/2025

Summertime is upon us, have you noticed? I’ve had a bird’s eye view of three seasons from my home office this past winter, spring and now almost summer. Something I have never had before – not even during COVID! The cold winter winds that seeped under my patio door frame as I opened accounts or answered your calls seem like a distant memory as the heat of June sets in. Working from home has its plusses – I enjoy it very much and so does my dog, Ember - but so does the office – namely the team I get to work with every day. The next time I write this mid-month missive – we'll all be back together in our new office and summer will be on the wind down.

In this month’s edition of the Piedmont Perspective, Tom looks at the fundamental divide in how different groups view the same financial landscape; Drew sorts out the market’s short-term volatility juxtaposed with it's fundamental resilience; Alex continues his series on tariffs bringing us to and through WWII; and Erika has praise for ordinary days.

We are still in the remodel process – you’ll find more information on that inside.

"Show me that river, take me across, wash all my troubles away. Whilst that lucky old sun's got nothing to do, but roll around heaven all day." – That Lucky Old Sun by Brian Wilson

Happy Summer!

Email from Piedmont Capital Management, LLC Your monthly journal of news and insights from the team at Piedmont Capital Management     View Services     The Piedmont Perspective Insights for your fina

06/16/2025

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Email from Piedmont Capital Management, LLC Juneteenth - The Day of Freedom     View Services       Piedmont Capital Management will be closed for the Federal and Market Holiday - Juneteenth - Thursda

05/20/2025

It’s almost Memorial Day weekend and as much as I enjoy gardening, I already feel like I am weeks behind the game. I haven’t bought or planted a single sprig of spring. My focus has been on keeping my current landscaping alive amid a very busy schedule and stormy weekends. I’ve turned the lawn mowing over to a professional – realizing that my time (in my case 4-5 hours every weekend) is more valuable than money.

This reminds me of why you come to us at Piedmont Capital. Not that your time is more valuable than your money – but because we spend our time managing your valuable investments so you don’t have too! Especially when the market gets stormy and economic headlines are filled with constant breaking news.

When you turn to us and plant the investment seed, we tend to your financial crops with plans for a bountiful harvest in the future in mind, and together, we watch your financial plantings grow, revising when necessary so they weather the storms as best possible. We value your trust. Thank you!

In this month’s edition of the Piedmont Perspective: Tom discusses our Momentum Investment strategy amid the whipsawing economic climate; Drew further dissects how our momentum strategy has performed for your portfolio; Alex continues his saga on tariffs; and I find wonder in winterkill.

We are still in the remodel process – you’ll find more information on that inside.

"Another May new buds and flowers shall bring: Ah! why has happiness no second Spring?" – Charlotte Smith

Wishing you a safe and reflective Memorial Day.

Email from Piedmont Capital Management, LLC Your monthly journal of news and insights from the team at Piedmont Capital Management     View Services     The Piedmont Perspective Insights for your fina