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

Conversation with Mike Steppe, Adam Longlais, and Anthony Wilhelms

Economic Commentary
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 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 National Bank Webinar Series

Nicolet Wealth Management Webinar Series

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

Strong Finish to 2020

Economic Commentary
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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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Annie Dart

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

Financial Success
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 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
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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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Todays Economy Kristy Maney

Nicolet Wealth Management Webinar: Financial Wellness and Economic Update

Economic Commentary
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 June 26, 2020 – Kristy Maney and Adam Longlais joined the Webinar Seriers for a conversation: What is in the $1 trillion Infrastructure Plan and who will benefit most What is Financial Wellness How to incorporate risk management into your financial plan How to structure your debt and cash How to coordinate all aspects …

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Nicolet National Bank’s Personal Bankers Focus on Customer Needs

Financial Success
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Simplifying Processes Gives Nicolet Bank a Hometown Feel Nicolet National Bank’s personal bankers provide the link between good, old-fashioned hometown banking and the array of products and technological services available in today’s financial world. It is this focus on individualized service that creates long-lasting relationships between personal bankers and their customers. “We believe exceptional customer …

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