Clients and prospects, non-advisors

Mar 18 2020

Quick Comment – More Defense

By |2020-03-18T09:52:43-05:00March 18th, 2020|

Appleton Group further reduced invested positions yesterday across nearly all risk-managed and hybrid strategies. In our broad asset allocation strategies we have reduced stock market exposure over the past three weeks by approximately 80%, and bond market exposure by nearly 65%. A quick word about the bond market: efforts by central banks such as [...]

Mar 16 2020

Quick Comment – Operations Normal

By |2020-03-16T09:52:57-05:00March 16th, 2020|

Due to recent market turbulence, Appleton Group continues to hold extremely high historic cash positions across all risk-managed and hybrid strategies. For our retired clients and those taking periodic withdrawals, the amount of assets that are insulated from market risk is often enough to last more than 15 years of normal sustainable distributions. This [...]

Mar 13 2020

Quick Comment – Fed Stepping Up

By |2020-03-13T10:11:24-05:00March 13th, 2020|

Following yesterday's steep selloff, world markets have bounced in the early going Friday. Massive fiscal stimulus packages across the globe have been deployed, most notably here in the U.S. and in Germany. Here in the States, the Federal Reserve has ballooned it's balance sheet to at least $5.7 trillion (it was only $500 billion [...]

Mar 12 2020

Quick Comment – Maintaining Strong Defensive Posture

By |2020-03-12T09:44:00-05:00March 12th, 2020|

Appleton Group's risk-managed and hybrid strategies continue to maintain strong defensive positions. The inherent flexibility in these strategies has enabled us to significantly reduce our exposure to growth assets in favor of money market assets (stable value), and short-term bond positions. Our response to the rapidly deteriorating market conditions has helped to soften (but [...]

Mar 11 2020

Quick Comment – Additional Defense Deployed

By |2020-03-11T09:03:36-05:00March 11th, 2020|

Yesterday's up market provided an opportunity to raise additional cash across all of our firm's risk-managed and hybrid portfolios. Defensive assets (money-market assets and short-term bonds) are now at extreme levels across these strategies and will significantly limit (but not entirely eliminate) market participation. World markets have failed to stabilize in response to global [...]

Mar 9 2020

Quick Comment – Buying Time

By |2020-03-09T09:10:38-05:00March 9th, 2020|

No - we're not buying now.That would be imprudent given the current market environment. In fact, Appleton Group has proactively raised significant defensive assets over the past two weeks, which has helped to reduce market participation and investment risk. We know from experience that market turns can be volatile, and last week saw wild [...]

Mar 3 2020

Three Minute Trend Talk – Delicate Balance

By |2020-03-03T10:06:16-06:00March 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). 2oVhVXkEQ_E [...]

Feb 28 2020

Quick Comment – Appleton Group Takes Steps to Reduce Client Risk

By |2020-02-28T07:40:47-06:00February 28th, 2020|

Over the past two days, Appleton Group has taken pre-emptive steps to reduce market exposure across our risk-managed and hybrid asset allocation strategies. While markets are still demonstrating overall rising trends, the sudden downturn means that many trendlines have now been crossed. World markets have failed to stabilize in response to global Corona virus [...]

Feb 25 2020

Corona Virus Effect

By |2020-02-25T09:58:11-06:00February 25th, 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). SPNN7ZWLwlk [...]

Dec 3 2019

Quick Comment – November Fed Surprise

By |2019-12-03T09:05:49-06:00December 3rd, 2019|

November was a solid month for the markets and for all of Appleton Group’s managed portfolios. But the market appreciation wasn’t for the reason you might think, and it’s an important thing to note. In late October, the Federal Reserve did something very quiet but really important: it injected significant additional liquidity into the [...]

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