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 Dow able to crawl back into the plus column…

THE MARKETS The Dow Jones Industrial Average was finally able to crawl back into the plus column for the year as the index posted gains for the third week in a row. The action was broad-based as the S&P-500 posted a three-year high while the Dow Jones Transportation and Utility Indexes are also at three-year [...]

By | November 18th, 2004|Market and Portfolio Commentary|Comments Off on The Dow able to crawl back into the plus column…

Dow once again back over the 10000 mark…

THE MARKETS After seeing the Dow slide to its lowest level of the year, traders rushed back into the blue chips sending the Dow once again back over the 10000 mark. The rally was impressive as the Dow posted triple digit gains on both Tuesday and Wednesday as New York Stock Exchange volume was the [...]

By | November 1st, 2004|Market and Portfolio Commentary|Comments Off on Dow once again back over the 10000 mark…

Most major indexes finished lower…

THE MARKETS The pressure of surging oil prices (approaching $50 a barrel) was more than the market could handle last week as most major indexes finished lower. For the week, the Dow Jones Industrial Average lost 237 points (-2.30%) and settled at 10047. This was the worst weekly performance by the Dow since early August. [...]

By | October 20th, 2004|Market and Portfolio Commentary|Comments Off on Most major indexes finished lower…

Market & Portfolio Commentary

THE MARKETS The pressure of surging oil prices (approaching $50 a barrel) was more than the market could handle last week as most major indexes finished lower. For the week, the Dow Jones Industrial Average lost 237 points (-2.30%) and settled at 10047. This was the worst weekly performance by the Dow since early August. [...]

By | September 27th, 2004|Market and Portfolio Commentary|Comments Off on Market & Portfolio Commentary

A renewed rise in oil prices kept stocks in a tight range…

THE MARKETS A renewed rise in oil prices kept stocks in a tight range as traders came back from the Labor Day weekend. As expected, trading volumes rose to a four-week high on both the Dow Jones Industrial Average and on the NASDAQ. For the week, the Dow gained 53 points (+0.5%) and settled at [...]

By | September 13th, 2004|Market and Portfolio Commentary|Comments Off on A renewed rise in oil prices kept stocks in a tight range…

The Dow to its highest level in six weeks…

THE MARKETS Falling oil prices and an oversold market helped push the Dow Jones Industrial Average to its highest level in six weeks, but volume remained weak suggesting a lack of conviction by market participants. The recent rally which got its start on August 13th has pushed all of the major indexes with the exception [...]

By | August 30th, 2004|Market and Portfolio Commentary|Comments Off on The Dow to its highest level in six weeks…

Stocks sent to their lowest levels of the year…

THE MARKETS Concerns over surging oil prices coupled with weak earnings news from the technology sector sent stocks to their lowest levels of the year. After recording a new yearly low on Thursday, the Dow managed a small gain on Friday to end the week fractionally in the plus column. For the week, the Dow [...]

By | August 16th, 2004|Market and Portfolio Commentary|Comments Off on Stocks sent to their lowest levels of the year…

The Dow put together a decent rally…

THE MARKETS After finishing in the red for the last five weeks, the Dow Jones Industrial Average put together a decent rally and ended the week in the plus column for the first time since the week ending June 18th. Volume continued at a robust pace averaging 1.5 billion shares per day which is the [...]

By | August 2nd, 2004|Market and Portfolio Commentary|Comments Off on The Dow put together a decent rally…

The market couldn’t shake off its negative bias last week…

THE MARKETS Despite upbeat earnings reports from IBM and DELL, the market couldn’t shake off its negative bias last week as the Dow Jones Industrial Average finished in the red for the fourth straight week. For the period, the Dow lost 74 points (-0.72%) and closed at 10139. The NASDAQ, which broke below 1900 for [...]

By | July 19th, 2004|Market and Portfolio Commentary|Comments Off on The market couldn’t shake off its negative bias last week…

Investors stayed on the sidelines last week…

THE MARKETS Investors stayed on the sidelines last week ahead of the June 30th Fed meeting. It was the same old story: interest rates, oil prices and Iraq keeping stocks locked in a 300 point trading range for the last three weeks. Friday’s 38 point spurt boosted the Dow to the high end of the [...]

By | June 21st, 2004|Market and Portfolio Commentary|Comments Off on Investors stayed on the sidelines last week…