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.
Mar 21 2016

Three Minute Trend Talk™ – The Bull Bites Back

By |2016-11-15T11:26:42-06:00March 21st, 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). esBtBiXAXHI

Mar 17 2016

Savvy Social Security Planning Event

By |2017-08-31T08:56:23-05:00March 17th, 2016|

Significant changes are coming to social security and Appleton Group has you covered. To help sort through the changes and meet the April 30 deadline, we're hosting a Savvy Social Security Planning event for our firm's clients and their guests the afternoon of April 7th at Riverview Gardens Community Center. Our advisor team of [...]

Feb 8 2016

Three Minute Trend Talk™ – The Bear Bites

By |2016-11-15T11:26:53-06:00February 8th, 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). xNctiMWS8Y0

Feb 3 2016

Wisconsin Select 401(k) Launch Event

By |2017-08-31T08:56:31-05:00February 3rd, 2016|

FOR IMMEDIATE RELEASE: JANUARY 26, 2016 (APPLETON, WI) Appleton Group is pleased to announce the launch of the Wisconsin Select 401(k) Program, an employer-sponsored retirement plan platform comprised exclusively of in-state investment managers, administrators, advisors and plan fiduciaries. This important new retirement plan platform is designed to help Wisconsin-domiciled corporations, non-profits and government entities [...]

Jan 21 2016

Quick Comment – Markets at Critical Juncture

By |2016-11-15T11:27:01-06:00January 21st, 2016|

The recent wild market swings continue this week as soothing comments out of Europe have revived hopes of additional stimulus as soon as next month.  In our firm's risk managed strategies, we've held no exposure this year to foreign emerging markets (down -13.15% YTD) and we've eliminated exposure to foreign developed markets (-11.58% YTD) several [...]

Jan 14 2016

Wisconsin Investment Managers Mini-Conference 2016 – LOCATION CHANGE NOTICE

By |2016-11-15T11:27:05-06:00January 14th, 2016|

Due to a significant increase in participant registration, the location for this conference has been changed to: Riverview Gardens Community Center 1101 S. Oneida Street Appleton, WI  54911 In our state, there currently exist more than 26,000 company retirement plans sponsored by employers who are headquartered in [...]

Jan 7 2016

Quick Comment – Challenging Start to the Markets for 2016

By |2016-11-15T11:27:09-06:00January 7th, 2016|

The markets are demonstrating significant turbulence to start 2016, led lower by overseas markets and a continued rout in commodity prices.  Concerns over economic growth, the future of Fed stimulus, currency devaluations by China, as well as geopolitical concerns have all contributed to market weakness.  It's been a perfect storm to start the New Year. [...]

Jan 6 2016

Appleton Group Proud to Sponsor Wisconsin Public Television, Radio

By |2016-11-15T11:27:13-06:00January 6th, 2016|

Appleton Group is proud to announce our ongoing support for two popular state institutions during 2016: Wisconsin Public Television and Wisconsin Public Radio. Fans of Downton Abbey, Sherlock and the PBS Newshour have likely seen our recently produced video spot, but if you haven't you can see it here: y26fOzhzxMA   As longtime fans [...]

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