Financial markets, October's employment report, and year-end tax strategies
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Be Real with Nicolet Bank
Financial markets, October's employment report, and year-end tax strategies
Nov 03, 2023 Season 2 Episode 14
Nicolet National Bank

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss:

  • What has happened in the financial markets over the past several weeks?
  • What are the implications of the employment report for October?
  • Are third quarter earnings releases providing a lift to the equity markets?
  • As we get closer to year-end, what are some tax strategies (tax loss harvesting, gifting, etc..) that clients should be considering?
  • Why are healthcare stocks underperforming the S&P index over the past six (6) months?
  • Why are the “Magnificent 7 stocks” accounting for most of the year-to-date gain in the S&P 500 index?
  • Why are the size of the US Treasury auctions increasing?
  • What are the implications of higher interest rates on the US budget deficit?

Be sure to subscribe so you never miss the latest updates on investment management, the economy and much more in this podcast hosted by Anthony Wilhelms of Nicolet Wealth Management.

Show Notes:
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Contact information for Anthony Wilhelms, Adam Longlais, and Mike Steppe

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