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

Market Commentary – 10/10/11

Last week's market action saw the major world averages soar on the rumor that the European Central Bank will orchestrate yet another bank bailout.  With many major European banks teetering on the brink of insolvency due to exposure to Greek, Portuguese, Irish, and now Italian debt, the market had been pricing in a systematic freezing [...]

By | 2011-10-10T13:02:41+00:00 October 10th, 2011|Market and Portfolio Commentary|Comments Off on Market Commentary – 10/10/11

Market Update – October 4, 2011

The start of the 4th quarter is decidedly bearish, with the first two days seeing significant market losses. Our managed portfolios continue to hold extreme cash and bond positions which is helping to significantly limit the amount of deterioration seen in the first few days of the quarter. Click here to access our current view of [...]

By | 2011-10-04T09:55:00+00:00 October 4th, 2011|Market and Portfolio Commentary|Comments Off on Market Update – October 4, 2011

Portfolio Update – 9/22/2011

All managed portfolios continue to be significantly overweighted in defensive instruments such as cash and bonds at the present time. Both The Appleton Group Portfolio and our PLUS Strategy have no more than 25% exposure to market risk, which leaves each more than 75% defensive. This is extreme, but might not be conservative enough, to [...]

By | 2011-09-22T10:24:00+00:00 September 22nd, 2011|Market and Portfolio Commentary|Comments Off on Portfolio Update – 9/22/2011

Market Commentary – 8/31/2011

Goodbye August, and not a moment too soon.  The volatility demonstrated for the month was astounding: out of the 23 days the markets were open, the Dow Jones Industrial Average moved by triple digits (either up or down) 16 of those days.  The best single day was a gain of +3.98%, and the worst day [...]

By | 2011-08-31T10:55:14+00:00 August 31st, 2011|Market and Portfolio Commentary|Comments Off on Market Commentary – 8/31/2011

Monday Morning Update – 8/22/2011

Last week's market action was the most unsupportive since the dark days of March 2009.  Negative trends now exist for nearly all market segments as the swift declines of the past several weeks have impacted all of the short-term trends we monitor.  Click here to access our current view of the markets - our five-year ETF [...]

By | 2011-08-22T08:45:50+00:00 August 22nd, 2011|Market and Portfolio Commentary|Comments Off on Monday Morning Update – 8/22/2011

Stepping off the Roller Coaster

The extraordinary volatility seen in the markets for the past two weeks has clearly been a concern.  Over the past two days alone, the S&P 500 Index has been up by more than 4% and down by more than 4% consecutively.  We've used the recent volatility to reduce invested positions further, selling into strength on [...]

By | 2011-08-11T09:01:02+00:00 August 11th, 2011|Market and Portfolio Commentary|Comments Off on Stepping off the Roller Coaster

Monday Morning Update – 8/8/2011

S&P's downgrade of the United State's debt rating from AAA to AA+ (the smallest move possible) is not being taken well by the market this morning. Futures at around 6:30 CST showed the markets down by around 2%. Click here to access our current view of the markets - our five-year ETF charts with both their [...]

By | 2011-08-08T07:15:52+00:00 August 8th, 2011|Market and Portfolio Commentary|Comments Off on Monday Morning Update – 8/8/2011

Portfolio Update – 8/5/2011

The rapid and sizable market correction underway has triggered several portfolio adjustments, with the high probability that more may be required if the market cannot find its footing very soon.  Yesterday's five-percent declines spared no growth sector of the markets - dividend-paying stocks declined as much as growth stocks; large, mid and small cap stocks [...]

By | 2011-08-05T11:37:37+00:00 August 5th, 2011|Market and Portfolio Commentary|Comments Off on Portfolio Update – 8/5/2011

Tipping Point – 2011

I'd like to talk to you for a moment about my lawn.  Back in 2003, my family purchased one of the great "old ladies" of Appleton, an 1893 Queen Anne Victorian complete with a wrap-around porch, a turret, and even the ghost of a former teacher (Mae Webster).  Yes, the house was in need of [...]

By | 2011-08-04T14:13:04+00:00 August 4th, 2011|Market and Portfolio Commentary|Comments Off on Tipping Point – 2011

Current Market Trends – 8/2/2011

Over the past month, the global market advance that began back in September of last year has showed increased evidence of fatigue.  The upward momentum in equities, real estate, commodities and even in fixed income, while still present, is clearly deteriorating.   Click here to access our current view of the markets - our five-year ETF [...]

By | 2011-08-02T07:10:24+00:00 August 1st, 2011|Market and Portfolio Commentary|Comments Off on Current Market Trends – 8/2/2011