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

Year-End Rally Continues

Since the elections back in early November, two market-related events stand out: First, practically every at-risk asset in the marketplace (such as domestic and foreign equities, real estate, commodities, etc.) has demonstrated a strengthening, rising price trend.  Second, the fuel for this advancing market has come at the expense of most fixed-income assets (particularly federal [...]

By | December 23rd, 2010|Market and Portfolio Commentary|Comments Off on Year-End Rally Continues

The markets have responded in a very positive way…

Following a strong Republican showing in Tuesday’s elections and the Federal Reserve’s unveiling of further easing measures, the markets have responded in a very positive way.  In fact, since the end of September the S&P 500 has put in a nice showing, rising a total of 4.91% through Wednesday’s close.  Today’s strong market action is [...]

By | November 4th, 2010|Market and Portfolio Commentary|Comments Off on The markets have responded in a very positive way…

The market volatility continues…

The Markets The market volatility continues over these summer months with triple digit moves both up and down being the norm. The S&P 500 Index, a useful gauge for the markets as a whole, has moved back to near breakeven for the year which is at the mid-point of its 2010 range. In late April [...]

By | August 12th, 2010|Market and Portfolio Commentary|Comments Off on The market volatility continues…

Stocks continued to slide…

The Markets On the heels of a tough month of May, stocks continued to slide through much of June. The Dow Jones Industrial Average, which declined by -7.9% during May, shed an additional -3.2% in the first week of June but rebounded +6.5% over the next nine sessions. During this period, the Dow traded on [...]

By | July 5th, 2010|Market and Portfolio Commentary|Comments Off on Stocks continued to slide…

May proved to be a rough month…

The Markets May proved to be a rough month for the bulls as the global markets suffered their worst monthly percentage losses since February 2009. Coming into the month, all major market segments were continuing to produce slow steady gains. But it was largely downhill for the month as the markets closed lower on fourteen [...]

By | June 1st, 2010|Market and Portfolio Commentary|Comments Off on May proved to be a rough month…

The Markets continued slow and steady rise…

The Markets The markets continued their slow and steady rise in April as most of the major averages posted advances for the month. On the heels of a solid March, the Dow Jones Industrial Average charged ahead setting nine new recovery highs for the month. Despite a retreat in the waning days of April, the [...]

By | May 5th, 2010|Market and Portfolio Commentary|Comments Off on The Markets continued slow and steady rise…

Stocks renewed upward bias…

The Markets Stocks renewed their upward bias during March as most of the major averages posted new recovery highs to round out the quarter. The Dow Jones Industrial Average, which closed just below 10,000 on February 8th (DJIA – 9906.39), finished higher on eighteen of the next twenty-three sessions. While the run of winning days [...]

By | April 7th, 2010|Market and Portfolio Commentary|Comments Off on Stocks renewed upward bias…

First Market Commentary of the New Year…

After a break in our monthly market commentary publishing schedule to allow for the reading of my new book, On the Right Side of the Market, I’m pleased to publish our first market commentary of the new year (and of the new decade)… The Markets I continue to believe in the importance of the big [...]

By | February 5th, 2010|Market and Portfolio Commentary|Comments Off on First Market Commentary of the New Year…

Another good month for the markets…

The Markets Another good month for the markets, as investors appear to looking beyond the bad economic news and toward a late-year recovery. The month of May sported meaningful gains for all major market segments, with the Dow Jones Industrial Average ahead by 4.06%,the S&P 500 better by 5.31% and the NASDAQ 100 ahead by [...]

By | June 1st, 2009|Market and Portfolio Commentary|Comments Off on Another good month for the markets…

Stocks largely held their ground…

The Markets After recovering off the March lows, stocks largely held their ground for the month of April. The Dow Jones Industrial Average kicked off the month on the heels of its best four week percentage gain since the great depression. What goes down must go up eventually, right? From March 6 through April 3, [...]

By | May 4th, 2009|Market and Portfolio Commentary|Comments Off on Stocks largely held their ground…