The start of the 4th quarter is decidedly bearish, with the first two days seeing significant market losses. Our managed portfolios continue to hold extreme cash and bond positions which is helping to significantly limit the amount of deterioration seen in the first few days of the quarter. Click here to access our current view of [...]

Over the past month, the global market advance that began back in September of last year has showed increased evidence of fatigue.  The upward momentum in equities, real estate, commodities and even in fixed income, while still present, is clearly deteriorating.   Click here to access our current view of the markets – our five-year ETF [...]

As has been the case for the last seven months, the market continues to be in the midst of a sustained, rising price-trend environment.  This has been ideal, as it reflects the reality that the markets as a whole continue to be normal, they are experiencing more positive days and weeks than negative ones, and the risks of owning equities right now [...]

 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 [...]

Life here in northeast Wisconsin just got a whole lot warmer! In case you haven’t heard, The Green Bay Packers are headed back to the Super Bowl after a smash-mouth dispatching of the rival Chicago Bears on Sunday afternoon. But instead of a high-scoring affair as had been the case in Atlanta the previous week [...]

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 [...]

Appleton Group offers a wide variety of portfolio strategies powered by clearTREND® Research.  Each portfolio targets either multiple market segments or specific parts of the market, including specific world regions, U.S. sectors, commodities, and even Wisconsin-based corporations. Each is managed by our staff of expert portfolio managers. Broad-based: The Appleton Group PLUS Composite, Tax Managed Growth Composite, and Appleton Group Composite serve [...]