Be Real with Nicolet Bank

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe, Chief Investment Officer, and Erik Zurek, Senior Investment Strategist discuss: What has happened in the financial markets over the past month?  What has happened with inflation over the past two (2) months? Why did the ten (10) largest US stocks by market capitalization do so well in 2023?  What does the rec...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: Why have the financial markets rallied so strongly over the past six (6) weeks?  What has happened with inflation over the past two (2) months? In looking into 2024, do you think that the equity market leadership will remain with the Magnificent 7 stocks?  What sectors could surprise...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: Why has the equity market rallied so strongly over the past month?  What has happened in the financial markets over the past several weeks? Assuming the S&P 500 index finishes the year near 4,500, what type of return might an investor expect in 2024 for large cap US equities? Why...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: The CPI report for October seems to have triggered a large market reaction.  What was so critical about the CPI release this month?  What has happened in the financial markets over the past several weeks? What is driving the recent rally in the S&P 500 index? Does it concern you...

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 har...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: What are the implications for the financial markets of the hostilities in the Middle East? How are third quarter earnings releases impacting the equity markets? How will the increasing level of geo-political issues impact defense stocks? What are the potential catalysts affecting val...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Adam Longlais discuss: What are the implications of the new employment report? Why are oil prices trading with such a high level of volatility? What is your outlook on Chinese equities? Did the change in the Speaker of the House impact the financial markets. Be sure to subscribe so you never miss the lates...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Erik Zurek discuss: How high can gas prices get and how will it affect inflation? Will we see any relief in mortgage rates? How will the resumption of student loan payments impact consumer spending? Be sure to subscribe so you never miss the latest updates on investment management, the economy and much mor...

Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais, Mike Steppe, and Anthony Wilhelms discuss: Economic and Market update Changes in home prices and availability How much can we expect short term rates to move “The most anticipated recession that has failed to materialize" What do 2nd quarter earnings tell us about the rest of the year Be sure to subscr...

Welcome to another episode of the Nicolet Wealth Management Podcast with guest host, Jake Dinkel! In this episode, Chief Investment Officers, Mike Steppe and Adam Longlais cover US inflationary pressures, recent financial market events, tight labor markets, recession prospects, Q2 earnings expectations, midstream energy outlook, Fed's rate hike chances, and fixed income investments. Tune in f...

On this episode of the Nicolet Wealth Management podcast you will hear Mike Steppe discuss the Fed rate updates, financial market updates, and inflation, with Adam Longlais joining later on to add to the conversation with points on Real Estate, AI, and more . Be sure to subscribe so you never miss the latest updates on investment management, the economy and much more in this podcast hosted by Anth...

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 interest rates?   What is the possible impact of the FDIC selling th...

Welcome to the Nicolet Wealth Management Investment Podcast. On this episode, you will hear Adam Longlais, Mike Steppe, and Anthony Wilhelms talk about: Are mortgage-backed securities an attractive investment at this time?  What is happening with the US dollar and what are the possible implications for international equities?    Nicolet National Bank’s announced earnings loss for the first quarter...

Welcome to the Nicolet Wealth Management Investment Podcast. On this episode, you will hear Adam Longlais, 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 of international markets over...

Welcome to the Nicolet Wealth Management Investment Podcast. On this 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 to normal and what to expect for price...

Welcome to the Nicolet Wealth Management Investment Podcast. 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 in the near future.   Be sure to subscribe so y...

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 populations, and higher debt. And listen in as the team deliberates...

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 to watch for in 2023.  Be sure to subsc...

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 that investors might consider.   Be sure to subscribe so...

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 also touch on why the US Treasury yield curve inversion...

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 investment, and are we going to be in a recession...

Welcome to the Nicolet Wealth Management Investment Podcast. On today’s episode you will hear Adam Longlais and Mike Steppe discuss the recent sell off in equity markets, changes in inflation expectations and the outlook for interest rates and much more.  Listen in as our team also discusses: What has happened in the financial markets over the past few weeks? How does inflation impact the economy...

On this episode of the Nicolet Wealth Management Podcast, you’ll hear Adam Longlais, Mike Steppe, and Anthony Wilhelms discuss what happened in the financial markets over the past several weeks, the key geopolitical risks as we look at 2023, and the case for why it can be a good idea to stay invested in stocks, even during difficult times in the equity market. Be sure to subscribe so you never mis...

Uses for short-term cash, labor force participation rate, the likely impact of the strong payroll number for July, and the equity market rebound are discussed in this market update with Adam Longlais and Mike Steppe. On this episode of the Nicolet Wealth Management Podcast, we discuss how second quarter earnings are coming in versus expectations, and how high yield bonds have performed. Be sure to...

On this episode of the Nicolet Wealth Management Podcast, you’ll hear Senior Vice President and Chief Investment Officer Mike Steppe discuss why the U.S. dollar is strengthening against other currencies, how inflation affects interest rates, how employment affects inflation, and much more. Be sure to subscribe so you never miss the latest updates on investment management, the economy and much more...