Housing Prices, Municipal Debt, and Business Types – Featuring Mike Steppe and Jake Klaus

May 15, 2020 – 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.

Topics discussed:

  • 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


Investment and insurance products:
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
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member  FINRA/SIPC.  TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.

Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company (“SPTC”) as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.

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.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.


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