Appleton Group was recently featured on WBAY-TV, Channel 2 in Green Bay…

Appleton Group is thrilled to announce that Microsoft has created this 90-second Windows 8 video featuring clearTREND (look for our screenshot at approx 0.26 sec).  

Mark Scheffler, Sr. Portfolio Manager and Founder of The Appleton Group will be featured on two different news channels tonight discussing the “fiscal cliff:” WFRV – 5 at both 5:00 PM and 6:00 PM, and WLUK – Fox11 at 9:00 PM. We invite you to tune in.  We’ll also try to get the video links [...]

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 [...]

Appleton Group Wealth Management is a proud sponsor of the 2011 tutti! (Italian music term for “all play together”), Lawrence Academy of Music’s annual student scholarship event.  This signature event takes place February 4, 2011, from 6-9 pm in Lawrence University’s Warch Campus Center, and features performances by Academy students and teachers, hors d’oeuvres, a [...]

That was the theme for Morningstar’s premier ETF Invest Conference that was recently held in Chicago, Illinois. Morningstar gathered industry experts to explore and discuss the latest trends and usage of ETFs. ETFs, short for exchange traded funds, are a hot topic in the financial industry. According to Morningstar, there is dramatic growth in this [...]

Appleton Group Wealth Management is the proud recipient of the Small Business of the Year Award – service category. The award was presented to Appleton Group Wealth Management at the Fox Cities Chamber Small Business luncheon. “This award recognizes our ongoing commitment to strengthening and sustaining the financial lives of our clients, many of whom [...]

All three of the Core Portfolios managed by Appleton Group Wealth Management LLC, a Registered Investment Advisor headquartered in Appleton Wisconsin, have received 5-Stars, Morningstar’s highest possible rating for separate account managers. Morningstar rates separately managed accounts from one to five stars based on how well they have performed in comparison to their peers. Each [...]

The severe market declines of 2008 and a lost decade of no net growth have challenged investors to rethink the assumptions that were once commonplace. While stocks and real estate and commodities have all experienced periods of great boom, they have also experienced periods of great bust, and many investors have experienced it all with [...]

Appleton Group Wealth Management is a finalist for the Emerging Manager of the Year Award in the All-Cap category by Emerging Manager Monthly, in association with eVestment Alliance. Nominees in seven categories were ranked based on the following criteria: excess returns, performance versus peers, asset growth, asset percentage growth and standard deviation. The Appleton Group [...]