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 market reaching a “bubble level”? Why has the performance of US small cap equities lagged versus US l ..read more

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?  What sectors do you think will outperform in 2024? With the German manufacturing sector so weak ..read more

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 the growth rate of earnings per share for the S&P 500 index in 2024?  Why was there so mu ..read more

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 the growth rate of earnings per share for the S&P 500 index in 2024?  Why was there so mu ..read more

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 to the upside? Why have oil prices traded into the low $70 per barrel price range?  Does this create an investment opportunity for investors? Why has the MSCI EAFE Index performed ..read more

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 have oil prices not gone up further with the geo-political risks in the Middle East? Is the Fed likely done hiking interest rates for this economic cycle?  When will the Fed start cutt ..read more

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 have oil prices not gone up further with the geo-political risks in the Middle East? Is the Fed likely done hiking interest rates for this economic cycle?  When will the Fed start cutt ..read more

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 that credit card and auto loan delinquencies are rising rapidly?  What are the implications if the economy slides into a recession? How have global real estate investments done in 2023 ..read more

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 harvesting, gifting, etc..) that clients should be considering? Why are healthcare stocks underperforming the S&P index over the past six (6) months? Why are the “Magnificent 7 stocks” accounting fo ..read more

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 value-oriented stocks over the next year? Why are US Treasury yields continuing to push higher? Be sure to subscribe so you never miss the latest updates on investment management, the economy and much ..read more