Financial Market Updates 9.6.24 Podcast

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

  • How have the financial markets performed over the past couple of weeks?
  • What are the important elements in the August employment report?
  • Why have some of the Magnificent 7 stocks drifted modestly lower over the past couple of weeks?
  • With consensus earnings per share figures for the S&P 500 companies projected at $242.42 for 2024 (up 10%) and $278.92 per share for 2025 (up 15%), do you think that these earnings expectations are realistic?
  • Do you see value stocks outperforming growth stocks over the next twelve months? 
  • Why are energy stocks (CVX, SLB, etc..) weakening? 
  • As the Fed eases, how will the US Treasury yield curve shift?
  • Are US mortgage rates becoming more attractive?
     

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? Check out The Vault Blog – Nicolet National Bank (nicoletbank.com)
Contact information for Anthony WilhelmsAdam Longlais, and Mike Steppe

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. Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.
 
 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.

Listen & Subscribe to our Podcast

Tune in for the next episode, subscribe or follow us wherever you listen to podcasts.

Amazon Apple Google Spotify