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

Three Minute Trend Talk™ – It’s All About The Stimulus

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios (select 1080p HD for best resolution). JYZoKjO1H14

By | 2013-08-27T09:54:14+00:00 August 27th, 2013|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – It’s All About The Stimulus

clearTREND U.S. Economic Health Index – Still Excellent, but Deteriorating.

The Appleton Group LLC is pleased to introduce the clearTREND U.S. Economic Health Index. This new index measures overall U.S. economic health by analyzing 135 unique sectors for price strength or weakness. Each of the 135 sectors is assigned either an "expanding," "neutral" or "contracting" description. The overall health of the U.S. economy is then [...]

By | 2013-05-02T09:45:46+00:00 May 2nd, 2013|AGWM Research, clearTREND™|Comments Off on clearTREND U.S. Economic Health Index – Still Excellent, but Deteriorating.

Three Minute Trend Talk™ – No Spring Thaw for Emerging Markets

Mark Scheffler hosts this Three Minute Trend Talk™, highlighting current clearTREND™ recommendations for the exchange traded funds (ETFs) used in all Appleton Group managed portfolios (select 1080p HD for best resolution). 8VB1DGKeNqw  

By | 2013-04-08T12:29:38+00:00 April 8th, 2013|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – No Spring Thaw for Emerging Markets