43 episodes

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.

Be Real with Nicolet Bank Nicolet National Bank

    • Business
    • 5.0 • 6 Ratings

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.

    Economic Update, Home Prices, and the Most Anticipated Recession

    Economic Update, Home Prices, and the Most Anticipated Recession

    Welcome to the Nicolet Wealth Management Investment Podcast. In this episode Adam Longlais, Mike Steppe, and Anthony Wilhelms discuss:
    Economic and Market updateChanges in home prices and availabilityHow 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 yearBe 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:
    Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank.com/
    Looking for access to our prior podcasts and webinars? Check out The Vault Blog - Nicolet National Bank (nicoletbank.com)
    Looking for contact information for Anthony Wilhelms, Adam Longlais, Mike Steppe? (Ctrl+Click to follow the link to their bio-page)

    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 affiliates.

    • 22 min
    US Inflationary Pressures, Financial Market Events, Tight Labor Markets, and More

    US Inflationary Pressures, Financial Market Events, Tight Labor Markets, and More

    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 for expert analysis and commentary!
     Be sure to subscribe so you never miss the latest updates on investment management, the economy and much more in this Nicolet Wealth Management podcast.

    Show Notes:
    Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank.com/
    Looking for access to our prior podcasts and webinars? Check out The Vault Blog - Nicolet National Bank (nicoletbank.com)
    Looking for contact information for Jake Dinkel, Adam Longlais, Mike Steppe? (Ctrl+Click to follow the link to their bio-page) 


    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 affiliates.

    • 30 min
    Fed Rate Updates, Financial Market Updates, and Inflation

    Fed Rate Updates, Financial Market Updates, and Inflation

    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 Anthony Wilhelms of Nicolet Wealth Management.

    Show Notes:
    Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank.com/
    Looking for access to our prior podcasts and webinars? Check out The Vault Blog - Nicolet National Bank (nicoletbank.com)
    Looking for contact information for Anthony Wilhelms, Adam Longlais, Mike Steppe? (Ctrl+Click to follow the link to their bio-page) 


    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 affiliates.

    • 21 min
    Interest Rates, the US Economy, and the Financial Markets

    Interest Rates, the US Economy, and the Financial Markets

    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 the investment holdings of failed banks? 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:
    Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank.com/
    Looking for access to our prior podcasts and webinars? Check out The Vault Blog - Nicolet National Bank (nicoletbank.com)
    Looking for contact information for Anthony Wilhelms, Adam Longlais, Mike Steppe? (Ctrl+Click to follow the link to their bio-page) 


    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 affiliates.

    • 22 min
    The US Economy, Mortgage-Backed Securities, and Nicolet National Bank

    The US Economy, Mortgage-Backed Securities, and Nicolet National Bank

    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 of 2023 and what could have caused the loss and what are the implications going forward?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:
    Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank.com/
    Looking for access to our prior podcasts and webinars? Check out The Vault Blog - Nicolet National Bank (nicoletbank.com)
    Looking for contact information for Anthony Wilhelms, Adam Longlais, Mike Steppe? (Ctrl+Click to follow the link to their bio-page) 


    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 affiliates.

    • 30 min
    Silicon Valley Bank, Signature Bank, and the International Markets

    Silicon Valley Bank, Signature Bank, and the International Markets

    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 the past 6 months?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:
    Looking for more information about Nicolet National Bank? Check out https://www.nicoletbank.com/
    Looking for access to our prior podcasts and webinars? Check out The Vault Blog - Nicolet National Bank (nicoletbank.com)
    Looking for contact information for Anthony Wilhelms, Adam Longlais, Mike Steppe? (Ctrl+Click to follow the link to their bio-page) 


    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 affiliates.

    • 31 min

Customer Reviews

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6 Ratings

6 Ratings

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