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.
Sep 1 2015

Three Minute Trend Talk™ – Negative Trends Everywhere

By |2018-03-10T05:43:49-06:00September 1st, 2015|

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). WW1YFl_LvxQ [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

Aug 26 2015

Quick Comment – Fresh Stimulus from China, Again

By |2015-08-26T08:45:56-05:00August 26th, 2015|

As we've been saying for quite a while (years, actually) the markets will need additional fresh stimulus to move higher.  And as we've all seen over the past month or so, the global economy has become so dependent on stimulus that its absence causes real problems (market downturns). So last night's announcement from the People's [...]

Aug 24 2015

Quick Comment – Cash is King

By |2015-08-24T10:09:44-05:00August 24th, 2015|

We're continuing to hold large cash and other defensive positions after having sold numerous invested assets some time ago.  Additional sales are imminent as market deterioration continues. Markets had been looking for help from the People's Bank of China in the form of a weekend rate cut - that didn't happen.  Overseas markets have continued [...]

Aug 21 2015

Quick Comment – Still Holding Significant Cash

By |2015-08-21T08:34:25-05:00August 21st, 2015|

Market conditions have continued to deteriorate, but Appleton Group clients have been insulated from significant losses. Most client portfolios are currently holding a minimum of 65% cash, which is a significant change from our posture at the end of June.  Clients in our Tax Managed Growth Portfolio and PLUS Portfolio strategies are also holding significant [...]

Aug 12 2015

Three Minute Trend Talk™ – Currency Wars Heat Up

By |2015-08-12T10:05:44-05:00August 12th, 2015|

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). mFRukv-29MU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

Jul 8 2015

Quick Comment – Overseas Markets Weak, Spreading to U.S.

By |2015-07-08T11:14:42-05:00July 8th, 2015|

Market conditions are deteriorating amid continued economic uncertainty overseas, most notably in Greece and China.  We're avoiding all of the recent downturn in emerging markets since last Wednesday when we sold Vanguard MSCI Emerging Market ETF (symbol VWO) in all managed accounts (as well as any associated emerging market funds in various managed 401(k) and [...]

Jul 6 2015

Three Minute Trend Talk™ – Greece: The Skids – Epilogue

By |2015-07-06T10:58:36-05:00July 6th, 2015|

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). I9KvXlpjdqU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

Jun 2 2015

Three Minute Trend Talk™ – Growth at Any Cost

By |2018-03-10T05:44:02-06:00June 2nd, 2015|

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). tR-dZ-tH3AA [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

May 7 2015

Quick Comment – Market Conditions Weakening

By |2015-06-08T11:26:23-05:00May 7th, 2015|

The markets have begun to weaken somewhat over the past few days following last Friday's poor GDP report.  GDP measures all of the economic activity in the U.S., and with the end of the Federal Reserve's five year-long stimulus now complete, it really is no surprise that economic activity is weakening. And the markets are [...]

May 5 2015

Three Minute Trend Talk™ – Slowing Growth, Steady Market

By |2018-03-10T05:44:09-06:00May 5th, 2015|

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). 4iYsNaiOqAU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

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