Economic Commentary Archives

Nicolet Wealth Management. Real People. Real Conversations. Featuring Mike Steppe and Adam Longlas. Recording from March 26, 2021

In this conversation with Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, hosted by Anthony Wilhelms, CFA, CFP® topics included: What is Robinhood and why is it getting so much traction? What is a meme stock and what influence does …

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Nicolet Wealth Management Webinar Series

Economic Commentary

March 26, 2021March 31, 2021

Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank March 26, 2021 – Anthony Wilhelms, CFA, CFP® hosts a conversation about Robinhood, meme stocks, special purpose acquisition companies, cryptocurrency and more. Watch Video Joe Kiedinger, CEO of Prophit Company and Chris Dimmer, SVP Retail …

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Stimulus and Vaccinations (Nicolet Wealth Management Market Update)

Economic Commentary

February 26, 2021March 2, 2021

Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet. The S&P 500 Index has now gained over 75% since the current equity market cycle started 11 months ago. We are now experiencing the strongest bull equity market since 1932, when the market rallied off the Great Depression lows. Perhaps, …

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Anthony Wilhelms, Mike Steppe, and Adam Longlais

Economic Outlook for 2021 from Nicolet Wealth Management

Economic Commentary

February 24, 2021March 24, 2021

In this conversation hosted by Anthony Wilhelms, CFA, CFP®, Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, and Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management discuss the economic outlook for 2021. More Webinars Investment and insurance products: – Are Not FDIC Insured – May Lose Value – Are …

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Manny Vasquez, VP Business Development at NAI Pfefferle Companies

Economic Commentary

February 5, 2021February 8, 2021

Manny Vasquez, VP Business Development at NAI Pfefferle Companies and Mike Steppe, SVP Chief Investment Officer at Nicolet National Bank are guests of the Nicolet Wealth Management webinar hosted by Anthony Wilhelms, CFA, CFP®. Topics include: Are the real estate needs of businesses changing? Does Northeast WI have the right real estate to attract …

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Mike Daniels, President and CEO of Nicolet National Bank, 2021 Conversation

Nicolet Updates

January 22, 2021February 5, 2021

Mike Daniels, President and CEO of Nicolet National Bank joins the Nicolet Wealth Management webinar to discuss: • Leading an organization through an unprecedented time • How banking (and business) will change in 2021 • How have his thoughts about success changed since co-founding the bank in 2000 • What is Nicolet doing to help …

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Source: Bloomberg. S&P 500 Index. FAAMG (Facebook Inc., Apple Inc., Amazon.com Inc., Microsoft Corp., & Alphabet Inc.)

Strong Finish to 2020

Economic Commentary

January 13, 2021January 21, 2021

Nicolet Wealth Management Market Update. Thank you for your continued confidence in Nicolet. The global COVID-19 pandemic has dominated nearly all of 2020. Yet remarkably, the capital markets were not only able to function, but were able to generate attractive returns for investors. However, investors had to accept a higher level of volatility and uncertainty …

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Discussion with Charles Guthrie, Director of Athletics at the University of Wisconsin – Green Bay

Business Success

December 18, 2020December 30, 2020

Anthony Wilhelms hosts a discussion with Charles Guthrie, Director of Athletics at the University of Wisconsin – Green Bay and Mike Steppe, SVP Chief Investment Officer at Nicolet National Bank joined the webinar. Topics include: Why the Division 1 athletic designation matters for UW-Green Bay and the community How to do more with less: …

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Discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation

Financial Success

December 4, 2020December 30, 2020

Anthony Wilhelms hosts a discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management for this webinar. How is the giving season looking for non-profits? What impact has COVID had on non-profits in 2020? How did major fundraisers pivot/adapt in …

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