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The Vault Blog

Tariffs Consume Headlines

Economic Commentary
Posted on May 6, 2025 May 6, 2025

Nicolet Wealth Management Monthly Newsletter Bonds Assess the Impact of Tariffs The 10-year Treasury yield declined only slightly to 4.16%, despite trading a wide band in April at a high of 4.49% and a low of 3.99%. …

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Be Real: Navigating Tariff Uncertainty

Economic Commentary
Posted on May 2, 2025 May 2, 2025

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Dividend Yield Stocks YTD – Discussion of rates and why dividend yield stocks are performing …

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Markets Navigate Tariffs

Economic Commentary
Posted on April 4, 2025 April 4, 2025

Nicolet Wealth Management Monthly Newsletter Investors Turn Defensive The S&P 500 index, a representation of the 500 biggest companies in the U.S., declined 5.6% in March. The market was dragged lower by …

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Be Real: Market's Response to Tariffs

Economic Commentary
Posted on March 7, 2025 March 7, 2025

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais and Erik Zurek discuss:  Dividend Yield Stocks YTD – Discussion of rates and why dividend yield stocks are performing …

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Sentiment Shifts on Uncertainty

Economic Commentary
Posted on March 6, 2025 March 6, 2025

Nicolet Wealth Management Monthly Newsletter Tariffs Weigh on Stocks Uncertainty forced investors to reassess the richness of the stock market, especially the growth and technology segments. The S&P 500 Growth …

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Stock Market Back on Track

Economic Commentary
Posted on February 6, 2025 February 6, 2025

Nicolet Wealth Management Monthly Newsletter Equity Markets Recover Large-cap equities exhibited a broad recovery, as the S&P 500 index advanced 2.8% to begin 2025 after declining -2.4% in December 2024. This …

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Portfolio Insights & Outlook Q1 2025

Economic Commentary
Posted on January 29, 2025 January 29, 2025

The stock market’s rally since recovering from a bear market (a decline of more than 20%) in October 2022 has been nothing short of remarkable, gaining more than 70% through the end of 2024. Most notable was the lack …

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Navigating Financial Trends and Predictions for 2025

Economic Commentary
Posted on January 10, 2025 January 10, 2025

Welcome to the Nicolet Wealth Management Investment Podcast. We start the episode off saying goodby to Mike Steppe. Mike Steppe and Adam Longlais …

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Markets Stumble into the New Year

Economic Commentary
Posted on January 6, 2025 January 6, 2025

Nicolet Wealth Management Monthly Newsletter Investors Take Gains In December 2024, the S&P 500 index (large U.S. companies) dropped -2.4%, led lower by the value segment of the stock market declining -6.8%. In …

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  • Personal
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