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

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…

Stocks continue to power ahead…

THE MARKETS A shortened week saw stocks continue to power ahead as sharp declines in oil prices set the stage for the advance. On Monday, the Dow Jones Industrial Average jumped 148.26 points (1.5%) which was the third largest gain of the year. The remainder of the week was relatively flat but Monday’s gains were [...]

By | June 14th, 2004|Market and Portfolio Commentary|Comments Off on Stocks continue to power ahead…

A bullish job report on Friday sent stocks higher…

THE MARKETS A bullish job report on Friday sent stocks higher in what had been a see-saw week with the major indexes remaining flat. The market continues to be fixated on sky high oil prices, Iraq and interest rate fears resulting in a lack of conviction from investors. For the week the Dow Jones Industrial [...]

By | June 7th, 2004|Market and Portfolio Commentary|Comments Off on A bullish job report on Friday sent stocks higher…

The major averages back above their 200-day moving average…

THE MARKETS Falling oil prices ignited a rally that carried all of the major averages back above their 200-day moving average. The NASDAQ and the S&P-500 were able to push through their 50-day moving average for the first time since April 28th. In addition to the break in oil prices, continued strong earnings and a [...]

By | May 31st, 2004|Market and Portfolio Commentary|Comments Off on The major averages back above their 200-day moving average…

Rising oil prices and interest rates once again curbed the enthusiasm of market participants…

THE MARKETS The summer doldrums seemed to arrive a few weeks early as rising oil prices and interest rates once again curbed the enthusiasm of market participants. Even though the majority of the major averages posted minor gains for the week, the reality was that the market as a whole went nowhere. For the fourth [...]

By | May 24th, 2004|Market and Portfolio Commentary|Comments Off on Rising oil prices and interest rates once again curbed the enthusiasm of market participants…

A hostile market environment…

THE MARKETS Fears over rising interest rates, a significant uptick in inflation and continuing instability in Iraq continue to create a hostile market environment. Mix in the high price of crude oil and that was enough to send the Dow Jones Industrial Average and the S&P-500 down for the week, retesting their respective 200-day moving [...]

By | May 17th, 2004|Market and Portfolio Commentary|Comments Off on A hostile market environment…

The market continued on its roller coaster ride…

THE MARKETS The market continued on its roller coaster ride as investors again sold the good news and concentrated on the threat of higher interest rates. Friday saw the Dow Jones Industrial Average fall to levels not seen since the end of March as a solid jobs report pointed to higher rates sooner than later. [...]

By | May 10th, 2004|Market and Portfolio Commentary|Comments Off on The market continued on its roller coaster ride…

Rising inflation fears sent stocks lower…

THE MARKETS Despite a slew of spectacular earnings reports, rising inflation fears sent stocks lower as both the Dow Jones Industrial Average and the NASDAQ ended the week in the red. On Tuesday, the Dow appeared to be on the verge of topping its recent highs recorded earlier in the month, as it pushed through [...]

By | May 3rd, 2004|Market and Portfolio Commentary|Comments Off on Rising inflation fears sent stocks lower…

Better than expected earnings reports…

THE MARKETS The ongoing tug-of-war we’ve recently written about continued last week as the market weighed the benefits of better than expected earnings reports against the potential of higher interest rates. Traders sold following Alan Greenspan’s congressional testimony on Tuesday sending the Dow Jones Industrial Average down 133.35 points to its lowest close since late [...]

By | April 26th, 2004|Market and Portfolio Commentary|Comments Off on Better than expected earnings reports…

The market started the week with a bang…

THE MARKETS The market started the week with a bang as the Dow Jones Industrial Average jumped 73 points on Monday only to lose 134 points on Tuesday as concerns over interest rates overcame stronger than expected earnings reports. The remainder of the week saw the averages in a tug of war as traders assessed [...]

By | April 19th, 2004|Market and Portfolio Commentary|Comments Off on The market started the week with a bang…