Conversation with Anthony Wilhelms, CFA, CFP®, VP, Nicolet Wealth Management

More than a year ago Anthony Wilhelms, CFA, CFP®  began hosting our Nicolet Wealth Management webinar. The roles changed for this conversation as Jake Dinkel, CFP® steps in as host for Anthony’s insight as a financial advisor during the pandemic. Mike Steppe, Chief Investment Officer at Nicolet National Bank  joined with an economic update. Topics include:

• Maintaining a high level of communication as the world is changing.

• Highlights in a year of hosting the webinar.

• Reflecting on the evolution of the webinar and the various topics discussed.

• Economic update for Wisconsin and Michigan

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Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services. Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes.  Investing in securities entails risk, and the potential for losing money always exists when investing in securities.  Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice.  Investors should consult with their legal and tax professionals before making investment decisions.

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