About Mark Scheffler

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 26 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio strategies. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016.
Feb 26 2024

Welcome to this Three Minute Talk™ – Inflation Inflation

By |2024-02-26T10:06:25-06:00February 26th, 2024|

Welcome to this Three Minute Talk™ for Tuesday, February 27, 2024 . I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group. In case you’re in a hurry, here are three things to know right now: First, the recent hotter-than-expected read on inflation sent a one-day ripple through the markets as fears are [...]

Feb 13 2024

Three Minute Trend Talk™ – 2023 Recap

By |2024-02-13T11:54:21-06:00February 13th, 2024|

Well, 2023 is officially in the books, and you know what? It was a solid year for our clients as a more cooperative market environment helped to produce measurable progress toward both investment and financial goals. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for [...]

Dec 13 2023

On the Right Side of the Market™ – Discovering Corporate Trustees

By |2023-12-13T13:39:05-06:00December 13th, 2023|

Welcome to this special edition of On the Right Side of the Market Podcast™ for Wednesday, December 13, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group. For the overwhelming majority of our clients, the issue of estate planning is critical. Whether it’s a simple will or a [...]

Dec 7 2023

Three Minute Trend Talk™ – Back to Normal

By |2023-12-07T10:11:59-06:00December 7th, 2023|

Our flexible investment allocations have definitely tilted in a more assertive direction, with on-target exposure to all assets we want to own. That’s a big change from just a month or so ago. And as we work our way to the end of 2023, Peter and I have been pleased with the performance of [...]

Nov 21 2023

Three Minute Trend Talk™ – Thanksgiving 2023

By |2023-11-21T09:28:42-06:00November 21st, 2023|

Without a doubt, my favorite episodes of these podcasts have been the Thanksgiving editions. It’s my favorite holiday – truly – because it’s really one that I think should be celebrated not just on a Thursday near the end of November but every day. Gratitude is tops in my book of human virtues – it [...]

Nov 7 2023

Three Minute Trend Talk™ – Pressure Release

By |2023-11-07T11:40:54-06:00November 7th, 2023|

Welcome to this Three Minute Trend Talk™ for Tuesday, November 7, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group. Two weeks ago I said that once the Fed see evidence of a slowing economy they’d signal it to the markets and the response would be immediately positive. [...]

Nov 1 2023

Three Minute Trend Talk™ – The Trick or Treat Market

By |2023-11-01T12:59:04-05:00November 1st, 2023|

Welcome to this Three Minute Trend Talk™ for Wednesday, November 1, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group. It’s appropriate that we’re chatting the day after Halloween because the broad markets have definitely taken a turn for the worse, and the way we’re currently positioned in [...]

Oct 24 2023

Three Minute Trend Talk™: Far Far Away

By |2023-10-24T16:52:44-05:00October 24th, 2023|

Just a quick check-in today to let you know that our flexible and hybrid strategies are currently invested far, far away from our targets, and that’s on purpose. And although we’d prefer to be invested in our targeted assets, there’s a great reason not to be, and it’s simple: the current market environment just isn’t [...]

Oct 19 2023

Three Minute Trend Talk™ – The Jekyll and Hyde Market

By |2023-10-19T07:14:08-05:00October 19th, 2023|

Welcome to this Three Minute Trend Talk™ for Thursday, October 19, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group. In case you’re in a hurry, here are three things to know right now. First, the market has become significantly less predictable over the past few weeks as [...]

Oct 17 2023

By |2023-10-17T07:36:53-05:00October 17th, 2023|

We announced Appleton Group’s merger with Johnson Financial Group almost 2 months ago, and the integration has been even smoother than expected. Over the past two months we’ve integrated all of our IT systems, all of our trading and strategy management systems, email, phones, and many more behind the scenes operational systems that continue [...]

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