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

Three Minute Trend Talk™ – Election Economics

Uncertainty surrounding the upcoming election is causing something very interesting to happen in the markets. Mark Scheffler, AIF®, 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 [...]

By | 2016-11-15T11:25:35+00:00 November 9th, 2016|Client|Comments Off on Three Minute Trend Talk™ – Election Economics

Three Minute Trend Talk™ – Election Uncertainty

Uncertainty surrounding the upcoming election is causing something very interesting to happen in the markets. Mark Scheffler, AIF®, 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 [...]

By | 2016-11-15T11:25:40+00:00 November 2nd, 2016|Client|Comments Off on Three Minute Trend Talk™ – Election Uncertainty

Announcing Special 2016 Pricing on Wisconsin Select

Appleton Group is excited to announce new special pricing on administration services for our Wisconsin Select 401(k) and 403(b) Programs. Now through the end of the year, all retirement plans with assets over $1 million that sign a letter of intent to move to their employer-sponsored plan Wisconsin Select will qualify for a full waiver [...]

By | 2016-11-15T11:25:43+00:00 September 23rd, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|Comments Off on Announcing Special 2016 Pricing on Wisconsin Select

View the Wisconsin Select Fund Dashboard – Q2, 2016

Mark Scheffler hosts this 4-minute walk-through of the Wisconsin Select Fund Dashboard. We're really proud of our Wisconsin Select fund offerings, and our deep lineup of both experienced fund managers and up-and-coming young talent says it all.  At a glance, our dashboard gives you average weighted historic average performance (3-yr rolling averages), weighted average fund [...]

By | 2016-11-15T11:25:50+00:00 September 15th, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|Comments Off on View the Wisconsin Select Fund Dashboard – Q2, 2016

Three Minute Trend Talk™ – Interest Rate Rumbles

Fears over rising interest rates caused a rumble in the markets, reinforcing our belief that the markets DO NOT want interest rates to go up. Mark Scheffler, AIF®, 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, [...]

By | 2016-11-15T11:25:53+00:00 September 14th, 2016|Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Interest Rate Rumbles

Quick Comment – Interest Rate Rebound Calls for Caution

Rarely is anything more clear that what's been fueling the market recovery over the past 8 years: low interest rates. It's been good for most investment classes, including the stock market, real estate market and the bond market.  In fact, all three of these major asset classes have been rising in concert since the extraordinary [...]

By | 2016-09-09T09:14:31+00:00 September 9th, 2016|Client, Quick Comment|Comments Off on Quick Comment – Interest Rate Rebound Calls for Caution

Three Minute Trend Talk™ – Policies Over Politics

Appleton Group has always been and will always be a non-partisan organization, putting investing policies ahead of politics. Mark Scheffler, AIF®, 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 [...]

By | 2016-11-15T11:25:56+00:00 September 6th, 2016|Client|Comments Off on Three Minute Trend Talk™ – Policies Over Politics

Three Minute Trend Talk™ – Duty of Loyalty, Duty of Care

Appleton Group accepts twin duties with all client relationships: a Duty of Loyalty and a Duty of Care. Mark Scheffler, AIF®, 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 [...]

By | 2016-11-15T11:25:59+00:00 August 23rd, 2016|Client|Comments Off on Three Minute Trend Talk™ – Duty of Loyalty, Duty of Care

AASD Long-Term Care Insurance Termination Seminar – VIDEO LINK

Appleton Group is proud to have partnered with the Appleton Education Association to present this important seminar on the termination of the AASD Long-Term Care Insurance Plan. Presented by Appleton Group's Mark Scheffler, AIF®, Romeo Raabe (The Long Term Care Guy) and Paul Northway (American National Bank - Fox Cities) this important seminar will [...]

By | 2016-11-15T11:26:02+00:00 August 18th, 2016|AEA, Events|Comments Off on AASD Long-Term Care Insurance Termination Seminar – VIDEO LINK

Introducing the Wisconsin Select GeoDirectory

Mark Scheffler hosts this 3-minute introduction to the Wisconsin Select GeoDirectory, a new feature designed to help promote the numerous in-state partners participating in our program. Easily find investment management firms, administrators, fiduciaries, and COMING SOON we'll be adding our investment advisor partner firms to help promote local advisors throughout the state who perform the [...]

By | 2016-11-15T11:26:06+00:00 August 10th, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|Comments Off on Introducing the Wisconsin Select GeoDirectory