Mark Scheffler hosts this Three Minute Trend Talk™, offering four things he's especially grateful for this Thanksgiving week (select 1080p HD for best resolution, 720p HD for slower connections). DKqD_fdANTY [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" id=""]
The Appleton Group is excited to once again be the lead corporate sponsor for the Lawrence Academy of Music's annual Tutti! fundraiser! "Tutti!" is an Italian word which means "all together," and it describes perfectly our commitment to helping the Academy reach it's goal of providing need-based scholarships to students throughout the greater Fox Valley [...]
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). bttsOGbEjAg [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]
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). cvhGGzwoJrg [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]
Given the strongly deteriorating market conditions, we wanted to update you on how our firm's portfolios are currently invested (allocations are approximate, data as of close of business on Tuesday, October 14, 2014): Appleton Group Portfolio: 53% invested, 47% cash; Appleton Group - Moderate: 47% invested, 53% cash; Appleton Group - Conservative: 37% invested, 63% [...]
Here's a great article from the New York Times highlighting the difference between true advisors (like The Appleton Group) and others in our industry who merely sell products... (click on the image to view article) [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" id=""]
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). J9s9sxZGMLU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]
Mark Scheffler presented the keynote at the Appleton West Rotary Club on Friday, September 26, 2013. His presentation focused on economic sustainability, and how his Foundation for a Sustainable Wisconsin is advancing several initiatives to help our state move toward an economy that is more vibrant, more equitable, and more sustainable. Click below to listen [...]
Fourteen years ago, Mark Scheffler launched three of the first ETF Managed Portfolios in the country. An ETF Managed Strategy uses low-cost exchange traded funds (ETFs) instead of stocks in an investor's account. This account is then actively managed, working to produce meaningful and useful portfolio gains and/or current income while managing investment risk along [...]
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). Zw7VMwn6rUU [separator top="40" bottom="40"]
