Thought Leadership & Insights
Clear, Actionable Perspectives on Markets, Planning, and Enduring Wealth
At Nicollet Investment Management, we believe informed clients make the best decisions. Our insights, drawn from decades of serving affluent families, offer practical guidance on markets, wealth strategies, and life’s key transitions.
Explore curated articles, white papers, videos, tools, and guides below.
Market Outlook
Q1 2025
APRIL 22, 2025 As we said in the last quarterly letter just three months ago, we notice that despite the Fed cutting short-term rates, long-term interest rates have gone up. The bond market is not going along with the Fed. Interest rates must ultimately reflect the...
Q4 2024
JANUARY 8, 2025 As you will see, the stock market finished on a strong note, capping another very good year. Fourth quarter performance was a bit of a reversion to previous trends. A few larger technology stocks produced the best performance, nonetheless the overall...
Advanced Wealth Strategies
12-Point Tax Analysis Summary
At Nicollet Investment Management, Inc., we perform a comprehensive review of twelve key elements from your tax return to identify meaningful tax planning opportunities. Our Tax Analysis Summary delivers clear insights and actionable recommendations, empowering you to...
The Family Treasurer: A Professional Fixed-Income Strategy for Wealthy Families
For families of significant wealth, the fixed-income portion of the portfolio is far more than “safe money.” It serves as the family liquidity engine — a reliable, professionally managed resource that provides predictable cash flow to support lifestyle needs,...
Navigating Key Milestones
Divorce Financial Planning: Protecting Your Future in Minnesota
A Practical Guide from Nicollet Investment Management, Inc. Divorce represents one of life’s most significant transitions — emotionally, legally, and financially. Beyond the personal challenges, it often triggers immediate and long-term financial shifts that can...
Why Estate Planning Matters
Estate Planning That Protects Your Family and Preserves Your Legacy Estate planning can feel overwhelming — but it doesn’t have to be. At Nicollet Investment Management, we combine deep expertise with a modern, planning-first approach to make the process clear,...