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 [...]

Welcome to The Appleton Group’s homepage for the Appleton Area School District 403(b) Program. On this page, you will find a summary of the Appleton Group 403(b) program, links to on-demand presentations detailing the many features of this program, advisor contact information, and additional resources to help you get started. Appleton Area School District 403(b) Program [...]

Generally speaking, each of the ETFs used in Appleton Group Wealth Management’s core portfolios (Appleton Group Portfolio, Appleton Group PLUS Portfolio, and Appleton Group Tax Managed Growth Portfolio) is demonstrating a supportive rising price trend at the present time. The market has remained cooperative over the past four months or so, and as such we have continued to [...]

The Appleton Group Asset Allocation Portfolios combine any one of our firm’s core investment strategies with a specific allocation to fixed income and/or money-market assets.  Working with one of our firm’s private client advisors, clients first choose which of our firm’s core portfolio strategies best fits their particular needs and personal investing style.  They then [...]

The Appleton Group Managed 401(k) / 403(b) has been one of our firm’s most successful investment programs. It offers full-time, professional management of an individual’s personal retirement plan assets. We review the lineup of funds available under the plan, and adjust the participant’s holdings in real time as market conditions change. Many of our firm’s professionally [...]

    Appleton Group Retirement Plan Services’ advisory expertise runs deep, a valuable asset in today’s dynamic fiduciary and regulatory environment.  In fact, our firm was named to the list of the Top 20 Rising Stars of Retirement Plan Advisors by Institutional Investor Magazine.* As a true leader in the corporate retirement plan market, we [...]