Unity in the Community – A conversation with Damian LaCroix

Business Success
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 This conversation with Damian LaCroix, Superintendent at Howard-Suamico School District and Mike Steppe, Chief Investment Officer at Nicolet National Bank, hosted by Anthony Wilhelms, CFA, CFP®,  VP – Wealth Management discussed preparing for the changing world. • How to inspire a large and diverse workforce • How to help ensure students are successful in school, …

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Peak Growth: Nicolet Wealth Management Market Update

Economic Commentary
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Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet.  The S&P 500 has now doubled, up 100% including dividends, since the March 2020 pandemic low point.  The S&P 500 Equity Index, which measures the stock performance of 500 large US companies, started the third quarter up around 2.5% for …

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Travel Insights with Rose Gray

Business Success
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 Anthony Wilhelms hosts a conversation with Rose Gray, Business Relationship Director at Fox World Travel and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include: What changes have occurred in the travel industry since the pandemic? What types of travel are best positioned for a recovery? Will business travel reach pre-pandemic peaks …

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Nicolet Wealth Management Webinar

Nicolet Wealth Management Webinar Series

Economic Commentary
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Unity in the Community with Damian LaCroix August 27, 2021 – Damian LaCroix, Superintendent at Howard-Suamico School District and Mike Steppe, Chief Investment Officer at Nicolet National Bank join the webinar. Damian discussed preparing for a changing world, and how to balance competing needs of different stakeholders. Watch Video Mindset of Discovery with John Sweeney August …

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Melissa DeVantier

Must-Haves for Estate Planning with Melissa DeVantier, Vice President

Financial Success
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 Melissa DeVantier, Vice President – Trust Officer at Nicolet Wealth Management discusses Estate Planning in this webinar hosted by Anthony Wilhelms. Topics include: • Leaving a legacy through your estate • 5 Must-Haves for Estate Planning • Special Estate Planning Considerations • How to talk to your family about wealth Adam Longlais, Senior Investment …

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Darrick Munsch

A Conversation on The Value of Mentorship

Economic Commentary
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 Jake Dinkel hosts this conversation with Darrick Munsch, VP Financial Advisor at Nicolet Wealth Management and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include: Mentorship and its impact on personal and professional growth. Tips to becoming a successful mentor. The impact mentorship has on company culture. Economic and legislative updates. More …

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US Bureau of Labor Statistics

Now Hiring, a Nicolet Wealth Management Market Update

Economic Commentary
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Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet.  The financial markets continued to be resilient in May despite mixed economic data. The employment market continues to improve with the most recent May report showing twice as much hiring as the previous month.  Recent hiring continues to be driven …

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Tom Zellner

Buying a Home in a Competitive Homebuyer’s Market

Home Ownership
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 Tom Zellner, SVP Retail Sales Manager, NMLS ID: 439868 at Nicolet National Bank discussed homebuying in this competitive market and the importance of consulting with a mortgage lender before making an offer to purchase a home. Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management also provided a market update in this conversation …

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Anthony Wilhelms

Conversation with Anthony Wilhelms, CFA, CFP®, VP, Nicolet Wealth Management

Financial Success
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 More than a year ago Anthony Wilhelms, CFA, CFP®  began hosting our Nicolet Wealth Management webinar. The roles changed for this conversation as Jake Dinkel, CFP® steps in as host for Anthony’s insight as a financial advisor during the pandemic. Mike Steppe, Chief Investment Officer at Nicolet National Bank  joined with an economic update. …

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