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 19 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 offerings. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of The Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016

Thanksgiving Trend Talk 2017

In this time of Thanksgiving, we're grateful for all of the daily blessings that come our way and for the many elements of our lives that are so easy to take for granted. Mark Scheffler, AIF®, hosts this Thanksgiving Trend Talk™ (select 1080p HD for best resolution, 720p HD for slower connections).   [...]

By | 2017-11-21T10:33:13+00:00 November 21st, 2017|Client|Comments Off on Thanksgiving Trend Talk 2017

Three Minute Trend Talk™ – Cybersecurity SUMMARY Presentation

Cybersecurity is in the news almost every day, and we've prepared both a summary presentation and a full presentation on what we're doing to protect your identity, assets and privacy.  THIS IS THE SUMMARY PRESENTATION. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the [...]

By | 2017-10-03T11:23:51+00:00 October 3rd, 2017|Client, On-Demand Presentations|Comments Off on Three Minute Trend Talk™ – Cybersecurity SUMMARY Presentation

Appleton Group Cybersecurity FULL Presentation

Cybersecurity is in the news almost every day, and we've prepared both a summary presentation and a full presentation on what we're doing to protect your identity, assets and privacy.  THIS IS THE FULL PRESENTATION. Select 1080p HD for best resolution, 720p HD for slower connections.     CLICK HERE for the SUMMARY [...]

By | 2017-10-03T11:28:42+00:00 October 3rd, 2017|Client, On-Demand Presentations|Comments Off on Appleton Group Cybersecurity FULL Presentation

Three Minute Trend Talk™ – Weather Forecast

"Everybody talks about the weather, but nobody does anything about it."  Mark Twain was right - there's nothing we can do about the weather, but we can do a lot to be ready for whatever Mother Nature throws our way. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic [...]

By | 2017-09-05T14:29:38+00:00 September 5th, 2017|Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Weather Forecast

Three Minute Trend Talk™ – August 2017 Update

There's a lot going on this Summer at Appleton Group, including a really nice market environment, the launch of Appleton Group Charitable, and a couple of fun upcoming events. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in [...]

By | 2017-08-16T09:21:11+00:00 August 16th, 2017|Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – August 2017 Update

Registration NOW OPEN for our Fall 2017 401(k) Workshop

Presented in conjunction with Fox Valley SHRM... Date: Thursday, September 28, 2017 I 8:00 AM Registration, 8:30-2:30 PM Workshop (continental breakfast and lunch included) Venue: Riverview Gardens I 1101 S. Oneida Street I Appleton, WI Cost: No Charge Intended participants: Plan sponsors and investment committee members (accounting and legal advisors also [...]

By | 2017-10-02T14:26:31+00:00 August 11th, 2017|Company-Sponsored 401(k)s, Events|Comments Off on Registration NOW OPEN for our Fall 2017 401(k) Workshop

Appleton Group and High Cliff Yacht Club to Sponsor 2017 Eclipse Ellipse Regatta

One of the highlights of the summer of 2017 will be the solar eclipse on August 21st.   Visible from Lake Winnebago, 80% of the sun will be blocked and there's no better view than from the middle of the lake. To make it even more memorable, High Cliff Yacht Club and The Appleton Group [...]

By | 2017-09-08T14:36:14+00:00 July 26th, 2017|Events|Comments Off on Appleton Group and High Cliff Yacht Club to Sponsor 2017 Eclipse Ellipse Regatta

Three Minute Trend Talk™ – Mid-Year Update 2017

With the midpoint to the year here at the end of the week, we wanted to give you an update on how our managed portfolios are doing.  In a few words, they're all doing quite well. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for [...]

By | 2017-06-26T10:52:51+00:00 June 26th, 2017|clearTREND™, Client, Market and Portfolio Commentary, Trend-Following|Comments Off on Three Minute Trend Talk™ – Mid-Year Update 2017

Three Minute Trend Talk™ – Never Miss A Turn™

Happy Birthday to clearTREND! It's been five years since we created what we believe is the world's first online trend calculator, and the results have been as good as we'd expected. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) [...]

By | 2017-06-13T08:03:36+00:00 May 2nd, 2017|Client|Comments Off on Three Minute Trend Talk™ – Never Miss A Turn™

Three Minute Trend Talk™ – Thumbs Up

2017 is off to a solid start all around, and it's thumbs up all-around. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best [...]

By | 2017-03-01T08:05:57+00:00 March 1st, 2017|Client, Market and Portfolio Commentary, Trend-Following|Comments Off on Three Minute Trend Talk™ – Thumbs Up