Welcome to this three-minute trend talk for Tuesday, September 26, 2023. I’m Mark Scheffler, CEO and Founder of Appleton Group. In case you’re in a hurry, here are three things you need to know right now. First, the nearly year-long recovery rally in large cap growth and large cap blend tech has run its course, [...]
I want to share some very exciting news at our firm! For the last 21 years we’ve operated as an independent registered investment advisory firm, and we’re excited to announce that on October 1, will become a part of another well-known company -- Johnson Financial Group. Although separate and distinct companies, Johnson Financial Group [...]
First, markets stumbled during the early going in September, which isn’t surprising to us because seasonal weakness during this month is common, and our neutral posture reflects a suitable cautious outlook right now. Second, like so many homeowners in the City of Appleton and elsewhere, the sharp uptick in home prices has finally hit [...]
In case you’re in a hurry, here are three things you need to know right now: First, Labor Day marks the official end of summer investing season and on balance the summer started stronger than it ended, led by technology which continues to be our largest single sector exposure. Second, the fight against inflation [...]
Welcome to this three-minute trend talk for Tuesday, August 8, 2023. I’m Mark Scheffler, CEO and Founder of Appleton Group. I recently travelled to Scotland to attend my son’s college graduation and it was a trip to remember! The airports were packed, the airline I flew with lost my luggage, and because of the [...]
The “bounceback” market we’re in is now 6 months old, and our flexible, hybrid and traditional strategies all finished last quarter at yearly highs. We’ve spent a LOT of time this year on the right side of the market, especially in tech and large cap growth and we’ve minimized our exposure to those parts of [...]
Welcome to this three-minute trend talk for Tuesday, June 13th, 2023. In case you’re in a hurry, here are three things to know right now. First, the asset allocation adjustments we’ve been making this year in response to market turns have been working quite well, especially in tech and other large-caps. Second, I’ve been [...]
Welcome to this Three-Minute Trend Talk for Thursday, June 1st 2023. Appleton Group is an experienced investment manager serving more than 270 families both here in NE Wisconsin and across the country. We're also a seasoned financial planner, and Samantha Kolb from our advisor team joins us today to give a quick update on [...]
Welcome to this Three-Minute Trend Talk for Thursday, May 25th 2023. I’m Mark Scheffler CEO and founder of Appleton Group. I’m going to talk frankly and as honestly as I can when I say that there are three resources that we should all be listening to when it comes to the likelihood of a [...]
Welcome to this special edition of our three-minute trend talk for Tuesday, May 16th 2023. I’m Mark Scheffler CEO and founder of Appleton Group. As I mentioned last week, there’s a topic that’s likely to be in the headlines a lot over the coming weeks and months and that the issue of the U.S. [...]
