Anthony Wilhelms

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

 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. …

Read More
PJ Madson

Financial Planning in Times of Uncertainty – Featuring PJ Madson

 Anthony Wilhelms, CFA, CFP®  talks with PJ Madson, Senior Vice President at Nicolet Wealth Management and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management.  Topics include: • What does financial planning look like in times of uncertainty? • How can a business owner have a successful business transition? • What is happening with wood prices and …

Read More
Dr. Dennis Episcopo

A Conversation with Dr. Dennis Episcopo On Leadership

 Anthony Wilhelms, CFA, CFP®  hosted this conversation with Dr. Dennis Episcopo, Senior Pastor at Appleton Alliance Church and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank about leadership principles for your life, successful succession planning for organizations, and commentary on today’s economy. More Webinars   Investment and insurance products: – Are Not FDIC …

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

The Current State of The Stock Market and Cryptocurrency – Featuring Mike Steppe, Adam Longlais, and Anthony Wilhelms

 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 …

Read More

Stimulus and Vaccinations (Nicolet Wealth Management Market Update)

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, …

Read More
Anthony Wilhelms, Mike Steppe, and Adam Longlais

Economic Outlook for 2021 from Nicolet Wealth Management

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 …

Read More
Manny Vasquez

What’s Next for Real-Estate – Featuring Manny Vasquez

 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 …

Read More
Mike Daniels

What’s Ahead for Banking in 2021– Featuring Mike Daniels, President and CEO of Nicolet Bank

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 …

Read More