Anthony Wilhelms, CFA, CFP® talks with PJ Madson, Senior Vice President at Nicolet Wealth Management and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management. Topics include: • What does financial planning …
Continue reading “Financial Planning in Times of Uncertainty – Featuring PJ Madson”
Read More
Anthony Wilhelms, CFA, CFP® hosted this conversation with Dr. Dennis Episcopo, Senior Pastor at Appleton Alliance Church and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank about leadership …
Continue reading “A Conversation with Dr. Dennis Episcopo On Leadership”
Read More
Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet. In the first quarter of 2021, the capital markets witnessed a material increase in optimism …
Continue reading “Pent-Up Demand”
Read More
Josh Kohnhorst hosts a conversation with Jenny Tice, Operations Director at CollegeReady (formerly Scholarships, Inc.) and Adam Madson, Financial Advisor at Nicolet Wealth Management. Topics include: How can you …
Continue reading “Ready for College, a discussion with Jenny Tice and Adam Madson”
Read More
In this conversation with Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, hosted by Anthony …
Read More
In this conversation hosted by Anthony Wilhelms, CFA, CFP®, Joe Kiedinger, CEO of Prophit Company and Chris Dimmer, SVP Retail and Private Banking Manager at Nicolet National Bank discussed: …
Continue reading “Leadership in Business with Joe Kiedinger and Chris Dimmer”
Read More
Nicolet Wealth Management Market Update. Thank you for your continued confidence and trust in Nicolet. The S&P 500 Index has now gained over 75% since the current equity market cycle …
Continue reading “Stimulus and Vaccinations (Nicolet Wealth Management Market Update)”
Read More
In this conversation hosted by Anthony Wilhelms, CFA, CFP®, Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, and Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth …
Continue reading “Economic Outlook for 2021 from Nicolet Wealth Management”
Read More
Ann Franz, Executive Director of the NEW Manufacturing Alliance and Mike Vogel, SVP Commercial Banking Manager at Nicolet National Bank, were our guests at this conversation hosted by Anthony …
Read More
