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™ 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

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