Nicolet Wealth Management Webinar

Nicolet Wealth Management Webinar Series

Economic Commentary
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Terry Albrecht with Swagger at Packer Fastener and Packer Freight October 8, 2021 – 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 hosted by Anthony Wilhelms about building an intentional culture – with swagger! Watch VideoListen to PodcastAmazonAppleGoogleSpotify Unity in …

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Peak Growth: Nicolet Wealth Management Market Update

Economic Commentary
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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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Have you heard? Live music is back! A Conversation with Dave Willems

Business Success
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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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Darrick Munsch

A Conversation on The Value of Mentorship

Economic Commentary
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 Jake Dinkel hosts this conversation with Darrick Munsch, VP Financial Advisor at Nicolet Wealth Management and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include: Mentorship and its impact on personal and professional growth. Tips to becoming a successful mentor. The impact mentorship has on company culture. Economic and legislative updates. More …

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US Bureau of Labor Statistics

Now Hiring, a Nicolet Wealth Management Market Update

Economic Commentary
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Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet.  The financial markets continued to be resilient in May despite mixed economic data. The employment market continues to improve with the most recent May report showing twice as much hiring as the previous month.  Recent hiring continues to be driven …

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Dr. Dennis Episcopo

A Conversation with Dr. Dennis Episcopo On Leadership

Business Success
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 Anthony Wilhelms, CFA, CFP®  hosted this conversation with Dr. Dennis Episcopo, Senior Pastor at Appleton Alliance Church and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank about leadership principles for your life, successful succession planning for organizations, and commentary on today’s economy. More Webinars   Investment and insurance products: – Are Not FDIC …

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Jenny Tice

Ready for College, a discussion with Jenny Tice and Adam Madson

Financial Success
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 Josh Kohnhorst hosts a conversation with Jenny Tice, Operations Director at CollegeReady (formerly Scholarships, Inc.) and Adam Madson, Financial Advisor at Nicolet Wealth Management. Topics include: How can you help your student find the college that meets his or her needs? Solutions to saving for upcoming college expenses. What does the scholarship application process …

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

The Current State of The Stock Market and Cryptocurrency – Featuring 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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