56 episodi
Be Real with Nicolet Bank Nicolet National Bank
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Join us for a conversation with local business professionals and leaders. Episodes are available every other week! Nicolet Bank is a growing, full-service, community bank providing services ranging from commercial and consumer banking to wealth management and retirement plan services. Founded in Green Bay in 2000, Nicolet National Bank operates branches in Northeast and Central Wisconsin and the upper peninsula of Michigan. More information can be found at www.nicoletbank.com.
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Financial Market Recap, Employment Report Implications, and the Equity Market Setback 5.3.2024 Podcast
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 month? What are the implications of the recent employment report for the US economy and inflation?What are the catalysts for the recent equity market setback? How prolonged might this slump be?How are first quarter earnings per share coming in for the S&P 500 companies?Do the large and expanding US budget def...
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Inflationary Pressures and the Inverted Yield Curve, in this Market Update 4.19.24 Podcast
Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Mike Steppe and Anthony Wilhelms discuss:What has happened in the financial markets over the past month?Do you think that the Fed is going to cut overnight interest rates? What is thelikely timing of rate cuts?Do you believe inflationary pressures will be subsiding over the next severalyears?Will the yield curve remain inverted during 2024?Be sure to subscribe so you never miss the latest updates on investment manage...
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Financial Market Update, S&P 500 Record Highs, and the Housing Market
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 month? What is the impact of the recent FOMC meeting? Where will overnight interest rates be trading at year-end 2024?What continues to drive the S&P 500 index to record highs?At this point, do you feel the technology sector should be overweighted, neutral weighted or underweighted? Is the US equity mark...
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Positive News in the Financial Markets 3.8.2024 Podcast
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 month? How have employment levels in the US changed in January and February? Is the trend of a strong labor market still in place?What do the new highs in the S&P 500 index tells us about the equity market outlook for 2024?What are your expectations for the earnings per share on the S&P 500 index in 2024? ...
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Financial Market Update, Employment, the Stock Market, and Long-term US Interest Rates
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 month? What has happened with employment over the past two (2) months?Why has the stock market done so well over the past three (3) months?Do you think the US economy will sustain a “soft landing”? What is the outlook for US corporate profit margins and earnings per share in 2024?What is the outlook for energy sto...
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Financial markets, Inflation, and Investing Going Forward - 1.19.24 Podcast
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 recent concentration of returns in 2023 mean for investing going forward?What will likely be ...