Feb 9 2015

Charitable Remainder Trusts – Lifetime income for you, tax control now, and a gift to charity at the end

By |2015-02-09T10:41:58-06:00February 9th, 2015|

Appleton Group LLC has partnered with the law offices of Remley & Sensenbrenner S.C. in Neenah, Wisconsin to produce this brief informational video on a powerful estate planning tool called a Charitable Remainder Trust (CRT).  A CRT can help you accomplish three goals: provide lifetime income for you and your family, control taxes now and [...]

Dec 11 2014

Appleton Group Sponsors Lawrence Academy of Music Girl Choir Concert

By |2014-12-15T13:36:12-06:00December 11th, 2014|

The Appleton Group LLC is proud to support the Lawrence Academy of Music's upcoming winter concert, "Of Thee We Sing." The concert will be held this Saturday in the Lawrence University Chapel at both 2:00 PM and 7:00 PM. Tickets are available at the Lawrence Box Office in the adjacent Conservatory of Music (920/832-6749).

Nov 11 2014

Join Us in Supporting the Lawrence Academy of Music This Holiday Season!

By |2017-08-31T08:57:04-05:00November 11th, 2014|

The Appleton Group is excited to once again be the lead corporate sponsor for the Lawrence Academy of Music's annual Tutti! fundraiser! "Tutti!" is an Italian word which means "all together," and it describes perfectly our commitment to helping the Academy reach it's goal of providing need-based scholarships to students throughout the greater Fox Valley [...]

Sep 24 2014

ETF Managed Portfolios Gaining National Attention – In a Big Way!

By |2014-09-24T17:37:07-05:00September 24th, 2014|

Fourteen years ago, Mark Scheffler launched three of the first ETF Managed Portfolios in the country.  An ETF Managed Strategy uses low-cost exchange traded funds (ETFs) instead of stocks in an investor's account.  This account is then actively managed, working to produce meaningful and useful portfolio gains and/or current income while managing investment risk along [...]

Nov 28 2012

Microsoft Selects clearTREND™ for Global Case Study

By |2018-03-10T05:51:20-06:00November 28th, 2012|

NOVEMBER 28, 2012: Appleton Group Wealth Management LLC is thrilled to announce that our innovative market research app, clearTREND™, is one of six new applications chosen by Microsoft as a global case study. "Being chosen as a global case study by Microsoft is huge for us," said Mark Scheffler, Sr. Portfolio Manager and Founder of Appleton [...]

Aug 20 2012

Microsoft Interview of Tim Miller, software designer of clearTREND™

By |2018-03-10T05:52:36-06:00August 20th, 2012|

Video from Pete Brown, Microsoft employee and Windows 8 Evangelist... "At thatConference in Wisconsin Dells this year met up with Tim Miller (of Skyline Technologies) (http://twitter.com/timrmiller ). He showed me a beautiful Windows 8 app written in C# and XAML and uses Azure on the back end. This was originally a Silverlight app, but to [...]

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