Market headlines since the shocking Trump presidential win have shown the S&P 500 and the Dow hitting all-time highs. True enough, but that's not the real market story that investors need to know. Here's the broad market performance since Tuesday's market close*: U.S. Stock Market (Wilshire 5000): +1.11%, +$155 Billion International Stock Market (MSCI-ex U.S.): [...]
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 [...]
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 [...]
Appleton Group is excited to announce new special pricing on administration services for our Wisconsin Select 401(k) and 403(b) Programs. Now through the end of the year, all retirement plans with assets over $1 million that sign a letter of intent to move to their employer-sponsored plan Wisconsin Select will qualify for a full waiver [...]
Mark Scheffler hosts this 4-minute walk-through of the Wisconsin Select Fund Dashboard. We're really proud of our Wisconsin Select fund offerings, and our deep lineup of both experienced fund managers and up-and-coming young talent says it all. At a glance, our dashboard gives you average weighted historic average performance (3-yr rolling averages), weighted average fund [...]
Fears over rising interest rates caused a rumble in the markets, reinforcing our belief that the markets DO NOT want interest rates to go up. 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, [...]
Rarely is anything more clear that what's been fueling the market recovery over the past 8 years: low interest rates. It's been good for most investment classes, including the stock market, real estate market and the bond market. In fact, all three of these major asset classes have been rising in concert since the extraordinary [...]
Appleton Group has always been and will always be a non-partisan organization, putting investing policies ahead of politics. 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 [...]
Appleton Group accepts twin duties with all client relationships: a Duty of Loyalty and a Duty of Care. 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 [...]
Appleton Group is proud to have partnered with the Appleton Education Association to present this important seminar on the termination of the AASD Long-Term Care Insurance Plan. Presented by Appleton Group's Mark Scheffler, AIF®, Romeo Raabe (The Long Term Care Guy) and Paul Northway (American National Bank - Fox Cities) this important seminar will [...]
