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

Appleton Group – Quick Take…

Remember we said recently (actually a lot over the past several years) that the markets will have a tough time moving higher without additional stimulus? Well fresh out of Europe this morning (via the NY Times): European Central Bank Says Stimulus Is Likely, but Not Before June Instead of fixing economic and political and social [...]

By | 2014-05-08T09:51:43+00:00 May 8th, 2014|Market and Portfolio Commentary|Comments Off on Appleton Group – Quick Take…

Three Minute Trend Talk™ – Taking Away the Stimulus

Mark Scheffler 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 resolution, 720p HD for slower connections). GtIfK-caIYk [separator top="40"]

By | 2014-05-05T10:39:58+00:00 May 5th, 2014|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Taking Away the Stimulus

Focus on Sustainability – Pt. 5: Sustainability Now

In the final segment of a five-part series on economic sustainability, Mark Scheffler makes his case for why now is the best time to begin to address the issue of sustainability. The Appleton Group recognizes that unlimited economic growth is neither sustainable nor desirable.  We exist in an industry driven by an incorrect assumption that [...]

By | 2014-05-01T12:49:36+00:00 May 1st, 2014|AGWM Research, Market and Portfolio Commentary, Opinion|Comments Off on Focus on Sustainability – Pt. 5: Sustainability Now

Focus on Sustainability – Pt. 4: Ten Encouraging Scenes

In the fourth of a five-part series on economic sustainability, Mark Scheffler describes ten encouraging scenes from a sustainable Wisconsin economy. The Appleton Group recognizes that unlimited economic growth is neither sustainable nor desirable.  We exist in an industry driven by an incorrect assumption that economic growth is the same thing as human growth.  It [...]

By | 2014-04-07T13:20:45+00:00 April 7th, 2014|Opinion|Comments Off on Focus on Sustainability – Pt. 4: Ten Encouraging Scenes

Focus on Sustainability – Pt. 3: A Sustainable Economy

In the third of a five-part series on economic sustainability, Mark Scheffler describes what a sustainable (steady state) economy might look like and some of its key features. The Appleton Group recognizes that unlimited economic growth is neither sustainable nor desirable.  We exist in an industry driven by an incorrect assumption that economic growth is [...]

By | 2014-04-01T14:14:30+00:00 April 1st, 2014|Market and Portfolio Commentary, On-Demand Presentations, Opinion|Comments Off on Focus on Sustainability – Pt. 3: A Sustainable Economy

Focus on Sustainability – Pt. 2: Growth vs. Progress

In the second of a five-part series on economic sustainability, Mark Scheffler lays the foundation for the case against infinite economic expansion in favor of an economic model that focuses instead on human achievement. The Appleton Group recognizes that unlimited economic growth is neither sustainable nor desirable.  We exist in an industry driven by an [...]

By | 2014-03-17T16:01:31+00:00 March 17th, 2014|Opinion|Comments Off on Focus on Sustainability – Pt. 2: Growth vs. Progress

Focus on Sustainability – Pt. 1: Addicted to Growth

In this first of a five-part series on economic sustainability, Mark Scheffler lays the foundation for the case against infinite economic expansion in favor of an economic model that focuses instead on human achievement. The Appleton Group recognizes that unlimited economic growth is neither sustainable nor desirable.  We exist in an industry driven by an [...]

By | 2014-03-10T15:09:04+00:00 March 10th, 2014|Market and Portfolio Commentary, Opinion|Comments Off on Focus on Sustainability – Pt. 1: Addicted to Growth

Three Minute Trend Talk™ – Putin’s Bear Awakes

Mark Scheffler 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 resolution, 720p HD for slower connections). Q2UQDYQfpxc [separator top="40" style="shadow"]

By | 2014-03-03T11:05:20+00:00 March 3rd, 2014|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Putin’s Bear Awakes

Three Minute Trend Talk™ – Let’s Talk Turkey!

Mark Scheffler 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 resolution). t4VsKhnxbzM [separator top="40" style="shadow"]

By | 2014-02-15T09:54:25+00:00 January 29th, 2014|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Let’s Talk Turkey!

Three Minute Trend Talk™ – A Warm 2013, A Cool Start for 2014

Mark Scheffler 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 resolution). SF5NXb2EJXI

By | 2014-01-13T14:23:24+00:00 January 6th, 2014|AGWM Research, Market and Portfolio Commentary, Trend-Following|Comments Off on Three Minute Trend Talk™ – A Warm 2013, A Cool Start for 2014