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”
Read More
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”
Read More
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”
Read More
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”
Read More
On this episode, you will hear Adam Longlais and Mike Steppe talk about what has worked well in the stock market this year. They will also discuss how high can the debt ceiling go and how might it impact the equity market? And listen in as the team deliberates if we will see inflation fall …
Continue reading “Debt Ceiling, the Stock Market, and When Might Inflation Fall – 02/21/23”
Read More
Welcome to the Nicolet Wealth Management Investment Podcast. On this episode, you will hear Adam Longlais and Mike Steppe talk about what is happening in emerging and international markets in 2023 and examine if gold is a good investment option. They will also discuss if the government can afford the rising cost of defense, aging …
Continue reading “US Economy, Gold, Emerging Markets, and the Federal Reserve – 01/18/23”
Read More
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 …
Read More
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 …
Read More
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 …
Read More
