Nicolet Wealth Management Monthly Newsletter – 6.2.23 Federal Reserve (Fed) hiked rates by 0.25% to a level of 5.00%-5.25% in early May. The investment community widely expected the Fed’s May announcement to be the last rate increase of this cycle, but that has changed in recent weeks. What caused this pivot in expectations? Consumer prices …
Continue reading “Federal Reserve on Pause?”
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Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais, Mike Steppe, and Anthony Wilhelms talk about: What has happened over the past several weeks in the financial markets? What might be the most likely scenario for the US economy over the next several quarters and what will this mean for US …
Continue reading “Interest Rates, the US Economy, and the Financial Markets”
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Market Update April 17, 2023. The U.S. economy continues to be more resilient than most investors had expected. The year started with stronger than expected economic activity driving the equity market higher as valuation multiples expanded. Investors were willing to pay more for earnings until fears that the strong economic activity would turn into higher …
Continue reading “Resilient: Market Update”
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Welcome to the Nicolet Wealth Management Investment Podcast. On this episode, you will hear Mike Steppe and Anthony Wilhelms talk about: What created the problems with Silicon Valley Bank and Signature Bank? And who benefitted from their downfall? How might banks respond to the risks exposed in this recent collapse? What has caused the outperformance …
Continue reading “Silicon Valley Bank, Signature Bank, and the International Markets”
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On this podcast episode, you will hear Adam Longlais and Mike Steppe discuss: How to find strong yields that are exempt from Federal Income Taxes. New car sales and the average interest rate on new and used car loans. Why has the value of the US dollar been changing lately? Are supply chains getting back …
Continue reading “Car Sales, the Supply Chain, and the Value of the US Dollar – 02/27/23”
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Welcome to the Nicolet Wealth Management Investment Podcast. On this episode, you will hear Adam Longlais and Mike Steppe give an update on the financial markets, discuss non-consensus investment opportunities for 2023, and talk about how portfolio managers work through down markets. They will also highlight ways you can benefit from volatility and key risks …
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Welcome to the Nicolet Wealth Management Investment Podcast. On this episode, you will hear Adam Longlais and Mike Steppe give an update on the financial markets, talk about recent employment reports, the impact of several high-profile REITs, and the value of the US dollar. Adam will also share his insights about some year-end tax strategies …
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Welcome to the Nicolet Wealth Management Investment Podcast. On today’s episode you will hear Adam Longlais and Mike Steppe give an update on the financial markets, talk about how the Wisconsin school referendums have been received by the market, discuss recent inflation reports, and the impact of the collapse of the crypto market. They will …
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Welcome to the Nicolet Wealth Management Investment Podcast. On today’s episode you will hear Adam Longlais and Mike Steppe give an update on the financial markets, talk about what is happening with employment and wages, discuss what shoppers and retailers will be doing this holiday shopping season, review why municipal bonds might be an attractive …
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