In this podcast hosted by Anthony Wilhelms of Nicolet Wealth Management, we bring you the latest news on investment management, financial planning, the economy and much more.
On this episode, you’ll hear Adam Longlais, Senior Vice President – Chief Investment Officer at Nicolet Wealth Management, and Mike Steppe, Senior Vice President – Chief Investment Officer at Nicolet National Bank give an update on the capital markets, interest rates and inflation, earnings and share their thoughts on what might lie ahead.
Although we believe it to be reliable as of the publication date and have sought to take reasonable care in its preparation, all information provided is for informational purposes only and we make no representations or warranties regarding its accuracy, reliability, or completeness and assume no duty to make any updates in the event of future changes. Past performance may not be indicative of future market results. Any examples used (including specific securities) are generic and meant for illustration purposes only and are not, and should not be interpreted as, offers to buy or sell such securities. To the extent indices are referenced, please note that you are not able to invest directly in an index.
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. Investment advisory services offered through Nicolet Advisory Services, LLC (dba Nicolet Wealth Management), a registered investment advisor. Securities offered through Private Client Services, LLC (“PCS”), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank or Nicolet Wealth Management.
All investments are subject to risks, including possible loss of principal, and are: NOT FDIC INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; AND NEITHER DEPOSITS OR OTHER OBLIGATIONS OF, NOR GUARANTEED BY, Nicolet National Bank or any of its affiliates. Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. You should consult with your legal and tax professionals before making investment decisions.