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™ – Thumbs Up

2017 is off to a solid start all around, and it's thumbs up all-around. 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 | 2017-03-01T08:05:57+00:00 March 1st, 2017|Client, Market and Portfolio Commentary, Trend-Following|Comments Off on Three Minute Trend Talk™ – Thumbs Up

Three Minute Trend Talk™ – Introducing Riskalyze

What's your speed?  Introducing Riskalyze. 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 resolution, 720p HD for slower connections). [...]

By | 2017-02-13T09:44:36+00:00 February 13th, 2017|Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Introducing Riskalyze

Three Minute Trend Talk™ – ‘Twas the Week Before Christmas

'Twas the week before Christmas at Appleton Group, here's our Three Minute Trend Talk to keep YOU in the loop... 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 [...]

By | 2016-12-20T14:47:05+00:00 December 20th, 2016|Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – ‘Twas the Week Before Christmas

Three Minute Trend Talk™ – A Market Divided

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 | 2016-11-15T13:35:51+00:00 November 15th, 2016|Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – A Market Divided

Quick Comment – The S&P 500 Is NOT the Real Story

Market headlines since the shocking Trump presidential win have shown the S&P 500 and the Dow hitting all-time highs.  True enough, but that's not the real market story that investors need to know.  Here's the broad market performance since Tuesday's market close*: U.S. Stock Market (Wilshire 5000): +1.11%, +$155 Billion International Stock Market (MSCI-ex U.S.): [...]

By | 2016-11-11T13:21:04+00:00 November 11th, 2016|Client|Comments Off on Quick Comment – The S&P 500 Is NOT the Real Story

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