Discussion with Mike Steppe and Jake Klaus – Nicolet Wealth Management Webinar Series

View our discussion with Mike Steppe, Chief Investment Officer, and Jake Klaus, Wealth Advisor, Fiduciary Specialist, Nicolet Wealth Management , at this week’s Webinar Series.

• What are the economic impacts of states/economy re-opening
• What happens to housing when the economy is open again
• Can some states survive without Federal support
• What do the different entity types mean (LLC, Partnership, S-Corp…)
• How to protect your assets in estate planning and business

 

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Are Not FDIC Insured
May Lose Value
Are Not Bank Guaranteed
Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
Are Not a Condition to Any Banking Service or Activity
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Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

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