Financial Success Archives

Terry Albrecht with Swagger at Packer Fastener and Packer Freight October 8, 2021 – Terry Albrecht, CEO and co-founder of Packer Fastener and Packer Freight, and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management join this conversation hosted by Anthony Wilhelms about building an intentional culture – with swagger! Watch VideoListen to PodcastAmazonAppleGoogleSpotify Unity in …

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

Financial Success

July 2, 2021August 31, 2021

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

Financial Success

May 21, 2021June 3, 2021

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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Financial Planning in Times of Uncertainty – Featuring PJ Madson

Financial Success

May 7, 2021July 1, 2021

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 …

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Ready for College, a discussion with Jenny Tice and Adam Madson

Financial Success

April 9, 2021May 5, 2021

Josh Kohnhorst hosts a conversation with Jenny Tice, Operations Director at CollegeReady (formerly Scholarships, Inc.) and Adam Madson, Financial Advisor at Nicolet Wealth Management. Topics include: How can you help your student find the college that meets his or her needs? Solutions to saving for upcoming college expenses. What does the scholarship application process …

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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

Economic Commentary

March 26, 2021July 1, 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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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 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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COVID-19 Pandemic created opportunity for Estate and Business Succession Planning

Economic Commentary

July 17, 2020July 17, 2020

The COVID-19 Pandemic has created a once in a lifetime opportunity for Estate and Business Succession Planning Stay at home orders across the Country have allowed people to pick up new hobbies, spend more time with family, and find new means of entertainment. One thing that may not have crossed your mind while sitting at …

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