The Appleton Group is proud to introduce 8 new portfolios available starting February 1, 2013, all powered by clearTREND™ Research: Domestic Equity: Appleton Group U.S. Sectors Wisconsin Select Portfolio International: Appleton Group Asia Appleton Group Europe Appleton Group Americas (ex. U.S.) Commodity Focus: Appleton Group Commodities from Heaven™ Appleton Group Commodities from Hell™ Income/High Dividend [...]

Last night’s Presidential and Congressional election results have already had a definite effect on the markets.  What does it mean? To answer this important question, we’re pleased to present our firm’s first Trend Talk LIVE! event.  During this live online webinar, we’ll be discussing the market’s reaction to the elections, how clearTREND™ Research  will factor in this [...]

Crowdsourcing is a term that’s being used a lot lately. Discover how Appleton Group Wealth Management uses the “wisdom of the crowd” to power clearTREND™ Research.

Mark C. Scheffler offers you this brief, personalized introduction to clearTREND™, available exclusively to clients of Appleton Group Wealth Management LLC (3 min 45 sec, select 1080p HD for best resolution).  

Introducing clearTREND™, the world’s first online simple moving average calculator, available exclusively from Appleton Group Wealth Management (0 min, 34 sec, select 1080p HD for best resolution) Here’s a sneak peek… Over the coming weeks, we’ll be highlighting the numerous features and benefits of clearTREND™.  This new research service from Appleton Group Wealth Management represents [...]

 Earnings season is upon us once again, with a few companies schedule to release quarterly profit reports, revenues and their own forecasts in the coming week.  By perhaps the best measure, the market has already priced in much of the current economic recovery: the current modified price to earnings ratio (PE/10) for the S&P 500 index [...]

Another good couple of weeks for the markets and for all of our managed portfolios.  With the current market environment being quite cooperative, we continue to be nearly fully invested in all major market segments, including U.S. dividend-paying equities, U.S. growth equities, foreign emerging markets, U.S. real estate, commodity-based equities, and high-yield fixed income.  Positions [...]

Another month of largely positive market action pushed all of our firm’s managed portfolios higher during February. The current rising price trend has been intact since mid-September of last year, and has required only minimal adjustments during this period. With the U.S. and other developed economies demonstrating ongoing economic stability (and even a bit of [...]

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 [...]