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.
Sep 5 2017

Three Minute Trend Talk™ – Weather Forecast

By |2017-09-05T14:29:38-05:00September 5th, 2017|

"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 [...]

Aug 16 2017

Three Minute Trend Talk™ – August 2017 Update

By |2017-08-16T09:21:11-05:00August 16th, 2017|

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 [...]

Aug 11 2017

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

By |2017-10-02T14:26:31-05:00August 11th, 2017|

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 [...]

Jul 26 2017

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

By |2017-09-08T14:36:14-05:00July 26th, 2017|

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 [...]

Jun 26 2017

Three Minute Trend Talk™ – Mid-Year Update 2017

By |2018-03-10T05:43:28-06:00June 26th, 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 [...]

May 2 2017

Three Minute Trend Talk™ – Never Miss A Turn™

By |2017-06-13T08:03:36-05:00May 2nd, 2017|

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) [...]

Mar 1 2017

Three Minute Trend Talk™ – Thumbs Up

By |2017-03-01T08:05:57-06:00March 1st, 2017|

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 [...]

Feb 13 2017

Three Minute Trend Talk™ – Introducing Riskalyze

By |2017-02-13T09:44:36-06:00February 13th, 2017|

What's your speed?  Introducing Riskalyze. 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 resolution, 720p HD for slower connections). [...]

Dec 20 2016

Three Minute Trend Talk™ – ‘Twas the Week Before Christmas

By |2016-12-20T14:47:05-06:00December 20th, 2016|

'Twas the week before Christmas at Appleton Group, here's our Three Minute Trend Talk to keep YOU in the loop... 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 [...]

Nov 15 2016

Three Minute Trend Talk™ – A Market Divided

By |2016-11-15T13:35:51-06:00November 15th, 2016|

Uncertainty surrounding the upcoming election is causing something very interesting to happen in the markets. 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 [...]

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