Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet. The S&P 500 Equity Index has once again returned to record high levels. The recent strength follows an earlier setback in September when the equity market experienced a 5% correction for the first time in 11 months. Strong company fundamentals …
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Mike Campbell, Founder of ONE MILE and Mike Steppe, Chief Investment Officer at Nicolet National Bank join this conversation hosted by Anthony Wilhelms. Topics include: Why One Mile focus on mental health for veterans Keeping a community active Surrounding yourself with a network More Webinars Investment and insurance products: – Are Not FDIC Insured …
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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 about intentional culture hosted by Anthony Wilhelms. From startup to building a culture with swagger Strategic planning with an entire team HEXCELLENCE: invest in employees and their excellence More Webinars …
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This conversation with Damian LaCroix, Superintendent at Howard-Suamico School District and Mike Steppe, Chief Investment Officer at Nicolet National Bank, hosted by Anthony Wilhelms, CFA, CFP®, VP – Wealth Management discussed preparing for the changing world. • How to inspire a large and diverse workforce • How to help ensure students are successful in school, …
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Yes! And… this conversation with John Sweeney, Owner of Brave New Workshop, Author, Keynote Speaker, Entertainer, and Trainer, and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management, revolves around mindset. Anthony Wilhelms, CFA, CFP®, VP – Wealth Management hosted this conversation, with topics that included: • Importance of the mindset of discovery in business today …
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Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet. The S&P 500 has now doubled, up 100% including dividends, since the March 2020 pandemic low point. The S&P 500 Equity Index, which measures the stock performance of 500 large US companies, started the third quarter up around 2.5% for …
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Anthony Wilhelms hosts a conversation with Rose Gray, Business Relationship Director at Fox World Travel and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include: What changes have occurred in the travel industry since the pandemic? What types of travel are best positioned for a recovery? Will business travel reach pre-pandemic peaks …
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Dave Willems, Principal and Founder at Willems Marketing & Events and Mike Steppe, CFA, SVP Chief Investment Officer, Nicolet National Bank join this conversation hosted by Anthony Wilhelms, CFA, CFP®. Introduction to the Fox Valley’s Mile of Music celebration Looking ahead to Mile of Music 2021 Impact on performers and communities that rely on …
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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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