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

clearTREND™ Detailed Walkthrough – Part II

Part II of Mark C. Scheffler's detailed walkthrough of clearTREND™, available exclusively from Appleton Group Wealth Management LLC. Designed exclusively for investors who crave detail, this two-part 23 minute walkthrough introduces you to all of the powerful features of clearTREND™, including the basics of simple moving average (SMA) crossover, adding securities, SMA setup, and the easy-to-understand [...]

By | 2012-02-23T10:05:28+00:00 February 23rd, 2012|AGWM Research, clearTREND™|Comments Off on clearTREND™ Detailed Walkthrough – Part II

clearTREND™ Sneak Peek

Introducing clearTREND™, the world's first online simple moving average calculator, available exclusively from Appleton Group Wealth Management (0 min, 34 sec, select 1080p HD for best resolution) Here's a sneak peek... bZGrFemCtCk Over the coming weeks, we'll be highlighting the numerous features and benefits of clearTREND™.  This new research service from Appleton Group Wealth [...]

By | 2012-01-23T09:48:48+00:00 January 9th, 2012|AGWM Research, clearTREND™, Trend-Following|Comments Off on clearTREND™ Sneak Peek

Let’s Talk Trends – 12/5/2011

Over the past several weeks, the markets have begun to demonstrate a few changes in trends that may prove to be helpful.  First, the start of an advancing trend in foreign emerging markets (such as China, Russia, India, Brazil, and yes Greece) has strengthened, enabling us to bring our allocation to this area up to [...]

By | 2011-12-05T11:01:08+00:00 December 5th, 2011|Market and Portfolio Commentary|Comments Off on Let’s Talk Trends – 12/5/2011

Market Commentary – Thanksgiving Edition

Every year, I look forward to writing this Thanksgiving post.  This is my tenth year doing it, so it has become a bit of a tradition that refreshes me, and will hopefully lift your spirits during this harvest season. Despite what you hear on TV or read online, life is really quite good.  It has [...]

By | 2011-11-22T10:13:56+00:00 November 22nd, 2011|Market and Portfolio Commentary|Comments Off on Market Commentary – Thanksgiving Edition

Quick Comment – “Feed the Beast”

What has the market told us over the past three months?  Pretty much what it has been shouting for the past eleven years. Without additional stimulus and government spending there's just not enough economic growth to support prices at these levels and to meet current debt obligations. Slow growth wouldn't be so bad if it [...]

By | 2011-10-19T09:28:23+00:00 October 19th, 2011|Market and Portfolio Commentary|Comments Off on Quick Comment – “Feed the Beast”

Quick Comment – 10/12/2011

For the last year or so as I've been visiting with clients during our periodic reviews, I've often shared my belief that after all of the stimulus of the past few years has been enacted, the economy will eventually have to stand on its own two feet.  If it can't, our global finance ministers may believe that [...]

By | 2011-10-13T08:22:21+00:00 October 11th, 2011|Market and Portfolio Commentary|Comments Off on Quick Comment – 10/12/2011