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 [...]

A solid fourth quarter in the markets and in all Appleton Group Portfolios has set the stage for the New Year.  For much of the past three months there have existed sustained rising price trends for all market segments in which we invest, including U.S. equities (both dividend-paying and pure growth), emerging foreign markets, real [...]

Since the elections back in early November, two market-related events stand out: First, practically every at-risk asset in the marketplace (such as domestic and foreign equities, real estate, commodities, etc.) has demonstrated a strengthening, rising price trend.  Second, the fuel for this advancing market has come at the expense of most fixed-income assets (particularly federal [...]

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 [...]

Click here to visit the Appleton Group PLUS Fund (AGPLX) website…

Appleton Group Wealth Management offers expert investment advisory services to individuals, families, foundations, trusts and to employer-sponsored retirement plans. Our advisory process begins with an initial in-person interview, enabling you to get to know our firm and our staff of well-trained advisors and for us to learn about your particular needs, goals and risk tolerance.  We [...]

Q: Who is Appleton Group Wealth Management? A: Appleton Group Wealth Management LLC is an independent Registered Investment Advisor (RIA), that provides wealth management services to a wide range of investors, primarily in Northeast Wisconsin. We provide wealth management services to individuals, corporations, trusts, endowments, foundations, institutions and corporate sponsored retirement plans. Q: What is [...]

Appleton Group Wealth Management provides professional, full-time investment management services for a wide variety of clients.  Our firm focuses on the task of producing meaningful investment returns over time while simultaneously managing the risk of significant declines along the way. All of our investment offerings utilize our time-tested, proprietary investment strategy we call The Appleton [...]

Following a strong Republican showing in Tuesday’s elections and the Federal Reserve’s unveiling of further easing measures, the markets have responded in a very positive way.  In fact, since the end of September the S&P 500 has put in a nice showing, rising a total of 4.91% through Wednesday’s close.  Today’s strong market action is [...]