Clients and prospects, non-advisors

Feb 17 2021

2021 Investment Strategy Guide

By |2023-06-15T11:05:04-05:00February 17th, 2021|

For nearly two decades, Appleton Group has been offering a complete strategy lineup built for every stage of an investor's life. This guidebook will help you better understand how our suite of time-tested strategies are built, our overall investment philosophy, and help you get to know our portfolio management team.

Nov 5 2020

Three Minute Trend Talk™ – Post Election Edition

By |2020-11-09T12:18:26-06:00November 5th, 2020|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

Nov 3 2020

Three Minute Trend Talk™ – Election Day Edition

By |2020-11-03T05:54:31-06:00November 3rd, 2020|

Election Day is finally here! In what seems like an eternity, the 2-year race for the White House is coming to a close and appears and all bets are off again. Polling has become less reliable as a much larger electorate brings elements into the voting process that simply didn't show up a decade [...]

Jun 11 2020

Quick Comment – Market Significantly Overbought

By |2020-06-11T09:06:05-05:00June 11th, 2020|

Following strong positive moves for global markets in May and early June, our read is that markets are now significantly overbought. clearTREND identifies "overbought" conditions during which markets have gotten ahead of themselves and whether a short-term pullback is likely. It also measures "oversold" conditions which can help to determine if a downward move [...]

Jun 3 2020

Three Minute Trend Talk™ – Re-Inflating the Markets

By |2020-06-03T09:49:18-05:00June 3rd, 2020|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

May 28 2020

Quick Comment – Current Allocations

By |2020-05-28T11:28:44-05:00May 28th, 2020|

During this period of extraordinary market upheaval, Appleton Group is taking the unprecedented step of disclosing our current approximate offensive vs. defense investment allocations for all of our Private Client Risk-Managed Strategies, Age-Based Hybrid Strategies, and Traditional Risk-Accepting Strategies. View Current Allocations

May 6 2020

Quick Comment – Green Shoots

By |2020-05-06T11:20:59-05:00May 6th, 2020|

Positive signs of market stability have been springing up over the past two weeks and have brought Appleton Group's core asset allocations back to a more neutral posture. We call them "Green Shoots" and are aptly named because just like in Spring, flowers pop up as buds before they eventually bloom. On balance, we're [...]

Apr 21 2020

Three Minute Trend Talk™ – Wave 1

By |2020-04-21T10:40:24-05:00April 21st, 2020|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

Apr 14 2020

Three Minute Trend Talk – Bond Market Backstop

By |2020-04-14T08:49:10-05:00April 14th, 2020|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

Mar 26 2020

Quick Comment – Whatever it Takes

By |2020-03-26T08:51:42-05:00March 26th, 2020|

Markets have taken great comfort in the extraordinary steps being taken by the Federal Reserve and other Central Banks around the world, as well as seemingly unending commitments from Governments to spend whatever sums of capital it takes to revive the global growth economy. The U.S. Federal Reserve is already all in, increasing their [...]

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