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 I

Part I 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 | 2012-02-23T10:03:19+00:00 February 23rd, 2012|AGWM Research, clearTREND™|Comments Off on clearTREND™ Detailed Walkthrough – Part I

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