Resources
Thursday, February 20, 2025
Piedmont Investment Call 2025
Hosted by John Simms and Daniel Smith of Piedmont along with Wes Hays of Monticello Associates.
Listen in as Wes Hays of Monticello Associates joins John and Daniel to review 2024 and look ahead to 2025! The information referenced in the recording is available below and titled Piedmont Investment Slides. Please reach out to us if you have any questions or comments. Thank you to those who joined us and those who listen later. Here’s to a very successful 2024!
Piedmont Investment Call Audio File
+ All News
Maximizing Retirement Contributions Before Year-End Tax-Loss Harvesting: A Strategic Tool to Turn Losses into Tax Savings Market Commentary - 2nd Quarter 2025 Major Tax Law Changes: What the One Big Beautiful Bill Act Means for You Market Commentary - 1st Quarter 2025 Living and Investing in a Time of Uncertainty - Note Two Living and Investing in a Time of Uncertainty Market Commentary - 4th Quarter 2024 Market Commentary - 3rd Quarter 2024 Market Commentary - 2nd Quarter 2024 Market Commentary - 1st Quarter 2024 Welcome to Piedmont, Jay Harris! Piedmont Investment Call 2024 Market Commentary - 4th Quarter 2023 Market Commentary - 3rd Quarter 2023 Market Commentary - 2nd Quarter 2023 Market Commentary - 1st Quarter 2023 Piedmont Investment Call 2023 Marketing Commentary - 4th Quarter 2022 Marketing Commentary - 3rd Quarter 2022 Don't Let Yourself Get Spooked by Your Existing Trustee! Marketing Commentary - 2nd Quarter 2022 Marketing Commentary - 1st Quarter 2022 Market Commentary – 4th Quarter 2021 Piedmont Investment Call 2022 Welcome to Piedmont, Katie Muhlenkamp! 'Tis the Season to Choose a New Trustee Piedmont Investment Call 2021 Locking in Tax Savings, Piedmont Provides Guidance Seeking to Reduce Investment Risk, Piedmont Provides Guidance Sleeping Better at Night, Piedmont Offers Guidance Piedmont Investment Call 2020 Piedmont Provides...Trusted Protection Be Prepared for an Untimely Death