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.
Aug 10 2016

Introducing the Wisconsin Select GeoDirectory

By |2016-11-15T11:26:06-06:00August 10th, 2016|

Mark Scheffler hosts this 3-minute introduction to the Wisconsin Select GeoDirectory, a new feature designed to help promote the numerous in-state partners participating in our program. Easily find investment management firms, administrators, fiduciaries, and COMING SOON we'll be adding our investment advisor partner firms to help promote local advisors throughout the state who perform the [...]

Aug 9 2016

Three Minute Trend Talk™ – Lifestage Investment Guide

By |2016-11-15T11:26:09-06:00August 9th, 2016|

Another solid year is forming, as all managed portfolios have come a long way since the Spring.  View updates on recent investment-related expense reductions results, and get a quick introduction to our NEW Lifestage Investment Guide. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the [...]

Jul 12 2016

Three Minute Trend Talk™ – Looking Up

By |2016-11-15T11:26:13-06:00July 12th, 2016|

Things are looking up as markets have moved solidly higher off of the end-of-June "Brexit" lows.  Interest rates continue to plunge, and additional stimulus gets most of the credit. 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 [...]

Jun 27 2016

Three Minute Trend Talk™ – Keep a Stiff Upper Lip

By |2016-11-15T11:26:16-06:00June 27th, 2016|

With British leaders calling for investors to "keep a stiff upper lip," extraordinary volatility has accelerated the change in trend for international investments, as well as some growth investments here in the U.S. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds [...]

Jun 24 2016

Three Minute Trend Talk™ – Brexit, Stage Right

By |2016-11-15T11:26:19-06:00June 24th, 2016|

Calm seas have given way to increased volatility over Britain's vote to leave the European Union.  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 [...]

Jun 7 2016

Three Minute Trend Talk™ – Calm Seas

By |2016-11-15T11:26:23-06:00June 7th, 2016|

Calm seas in the markets recently, which presents a good opportunity to make sure you're properly positioned going forward.  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 [...]

May 17 2016

WI Select – Investment Managers’ Q2-2016 Update

By |2017-08-31T08:56:14-05:00May 17th, 2016|

  Please join us for a brief conference call this Thursday at 9:30 AM as we update you on the progress of the Wisconsin Select 401(k) Program.  We've got some very exciting news to share with you about several large opportunities we've been working on, upcoming proposals, advisor outreach, and a quick discussion [...]

May 17 2016

Three Minute Trend Talk™ – While We Wait

By |2016-11-15T11:26:32-06:00May 17th, 2016|

Sometimes, investing can be a lot like fishing.  See how as 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 [...]

Apr 19 2016

Three Minute Trend Talk™ – Nice Catch

By |2016-11-15T11:26:35-06:00April 19th, 2016|

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). jwHOt-ZYVes

Apr 5 2016

Three Minute Trend Talk™ – A Ruler is a Ruler

By |2016-11-15T11:26:38-06:00April 5th, 2016|

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). eNpTrQRs21M

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