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

The markets have stabilized…

THE MARKETS As 2008 comes quickly to a close, the markets have stabilized and appear to have put in at least a temporary bottom at the Dow 8000 level. However, as of yet they have failed to build any positive momentum heading into the end of the year. Following the markets significant retreat in October [...]

By | 2010-12-10T18:18:38+00:00 December 16th, 2008|Market and Portfolio Commentary|Comments Off on The markets have stabilized…

The global equities markets have fallen into a deep funk…

The Markets Over the course of the last month, the global equities markets have fallen into a deep funk, dropping to market levels first seen back in 1998. Through last Friday, the Dow is down -36.3% for the year, the S&P 500 is down 38.8%, while the NASDAQ composite has lost -37.8% of its value. [...]

By | 2008-10-13T10:22:19+00:00 October 13th, 2008|Market and Portfolio Commentary|Comments Off on The global equities markets have fallen into a deep funk…

Another wild month on Wall Street…

The Markets It was another wild month on Wall Street as triple digit moves were once again the law of the land. Traders recently came back from the Labor Day break ready to digest a spate of both positive and negative news. On the bullish front, the recent slide in commodities (oil, gold, copper, steel, [...]

By | 2008-09-08T10:49:13+00:00 September 8th, 2008|Market and Portfolio Commentary|Comments Off on Another wild month on Wall Street…

Stocks returned to their volatile ways…

The Markets Following the extended July 4th holiday weekend, stocks returned to their volatile ways, with the Dow Jones Industrial Average trading up or down by 100 points or more each day of the week. On Monday, the Dow traded in a 200-plus point range only to finish slightly lower. The sectors that declined sharply [...]

By | 2008-07-14T10:51:59+00:00 July 14th, 2008|Market and Portfolio Commentary|Comments Off on Stocks returned to their volatile ways…

Surging energy prices…

The Markets Surging energy prices and a new round of credit related issues prompted most of the major averages to sell off last week. After solid advances on Monday and Tuesday, the Dow Jones Industrial Average lost 205.99 points (-1.68%) on Wednesday as part of an across the board sell off following new write-offs from [...]

By | 2008-06-16T10:54:20+00:00 June 16th, 2008|Market and Portfolio Commentary|Comments Off on Surging energy prices…

Stock market's recent advance slowed…

The Markets The stock market’s recent advance slowed a bit last week following the previous week’s surge as mixed earnings and economic reports kept the recent rally in-check. Blue chip stocks added +1.0% over the course of Wednesday and Thursday, fueled by gains in the financials and technology shares. Despite another big jump in oil [...]

By | 2008-04-28T10:56:34+00:00 April 28th, 2008|Market and Portfolio Commentary|Comments Off on Stock market's recent advance slowed…

2nd quarter off to a great start…

Markets A broad-based rally on Tuesday got the 2nd quarter off to a great start. The Dow Jones Industrial Average started the month with a 391 point gain (+3.2%) on a day when the news was anything but good. Swiss bank UBS announced a record write-off of some $14 billion at the same time that [...]

By | 2008-04-07T10:58:25+00:00 April 7th, 2008|Market and Portfolio Commentary|Comments Off on 2nd quarter off to a great start…

What a week!

The Markets What a week, one that will go into the record books as one of the wildest this year! Last Monday morning, stocks looked ready to crumble under the weight of a slew of grim headlines. After announcing a severe liquidity problem the previous Friday, Bear Stearns (at the time the nation’s fifth largest [...]

By | 2008-03-24T11:00:18+00:00 March 24th, 2008|Market and Portfolio Commentary|Comments Off on What a week!

Both Dow and NASDAQ ran into significant roadblocks…

The Markets Both the Dow and the NASDAQ ran into significant roadblocks on Friday putting an end to four days of gains. With oil, gold and wheat all trading at record highs, a re-emergence of inflation concerns is not what the markets need right now. A report Monday that S&P had reaffirmed its AAA rating [...]

By | 2008-03-03T11:03:40+00:00 March 3rd, 2008|Market and Portfolio Commentary|Comments Off on Both Dow and NASDAQ ran into significant roadblocks…