Nicolet National Bank Webinar Series

Nicolet Wealth Management Webinar Series

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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Anthony Wilhelms, Mike Steppe, and Adam Longlais

Economic Outlook for 2021 from Nicolet Wealth Management

In this conversation hosted by Anthony Wilhelms, CFA, CFP®, Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, and Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management discuss the economic outlook for 2021. More Webinars   Investment and insurance products: – Are Not FDIC Insured – May Lose Value – Are …

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Mike Daniels

Mike Daniels, President and CEO of Nicolet National Bank, 2021 Conversation

Mike Daniels, President and CEO of Nicolet National Bank joins the Nicolet Wealth Management webinar to discuss: • Leading an organization through an unprecedented time • How banking (and business) will change in 2021 • How have his thoughts about success changed since co-founding the bank in 2000 • What is Nicolet doing to help …

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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

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

 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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Annualized U.S. GDP

Political Uncertainty for Market and Economic Conditions

Nicolet Wealth Management Market Update Thank you for your continued confidence in Nicolet. As the COVID-19 pandemic continues to create uncertainty in our lives, we will work hard to provide you with timely insights on market and economic conditions. An estimated 160 million Americans voted in the 2020 presidential election. With two out of every three …

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Jayme Sellen

Jayme Sellen, VP of Economic Development & Government Affairs at the Fox Cities Chamber

Jayme Sellen, VP of Economic Development & Government Affairs at the Fox Cities Chamber and Adam Longlais, VP Senior Investment Officer at Nicolet Wealth Management join Anthony Wilhems to discuss: • A snapshot of the economy leading into the election • What is the Fox Cities chamber doing to support small business? • What brings …

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Brian Beaulieu Webinar Recording

An economic discussion with Brian Beaulieu, CEO of ITR Economics

 Brian Beaulieu, CEO of ITR Economics joined Anthony Wilhelms for an economic discussion at the Nicolet Wealth Management Webinar on October 2, 2020.   Topics included: What is ahead in 2021 for your business and wallet What impact will COVID and the flu season have on the overall economy? A snapshot of today’s economy   …

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