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

Tough talk pushed stocks down to October levels…

THE MARKETS Tough talk pushed stocks down to October levels as Wall Street braced for a war with Iraq. Friday saw the Dow close at 7864, the lowest close for the Dow since October 14, 2002 when the index settled at 7877.50. For the week, the Dow Jones Industrial Average lost 189 points (-2.35%) and [...]

By | February 10th, 2003|Market and Portfolio Commentary|Comments Off on Tough talk pushed stocks down to October levels…

The gains for the New Year were wiped out…

THE MARKETS The gains for the New Year were wiped out as the Dow Jones Industrial Average went into a tailspin after topping out at 8842.62 on January 14th. The ensuing seven trading days saw the Dow finish lower on six occasions while losing over 700 points. On Friday the Dow dropped below 8200 for [...]

By | January 27th, 2003|Market and Portfolio Commentary|Comments Off on The gains for the New Year were wiped out…

Drop in the market…

THE MARKETS Fears of a war with Iraq, a sagging dollar, and weak economic data set the stage for Friday’s 111-point pullback. This drop in the market took the Dow back below its 50-day simple moving average as both the Dow Jones Industrial Average and NASDAQ recorded their lowest closes of 2003. For the week, [...]

By | January 20th, 2003|Market and Portfolio Commentary|Comments Off on Drop in the market…

Stocks produced the best three-day start to a new year ever…

THE MARKETS Fueled by prospects of the President’s economic-stimulus package, stocks produced the best three-day start to a new year ever as the Dow Jones Industrial Average registered a 5.18% gain. Volatility returned to the markets as three of the five trading days saw triple-digit moves for the Dow. For the week, the Dow gained [...]

By | January 13th, 2003|Market and Portfolio Commentary|Comments Off on Stocks produced the best three-day start to a new year ever…

The New Year started with a “bang”…

THE MARKETS The New Year started with a “bang” as buyers put aside geopolitical worries and piled into the market. On Thursday, the Dow Jones Industrial Average gained 265.89 points (+3.2%) for one of the biggest opening days on record. Although volume was moderate, the advance was broad based as the New York Stock Exchange [...]

By | January 6th, 2003|Market and Portfolio Commentary|Comments Off on The New Year started with a “bang”…

Market & Portfolio Commentary

THE MARKETS Weak retail sales coupled with mounting war concerns sent stocks lower last week as both the Dow Jones Industrial Average and the NASDAQ finished in the minus column. As the year nears an end the Dow is positioned to record a loss for the third year in a row. For the week, the [...]

By | December 30th, 2002|Market and Portfolio Commentary|Comments Off on Market & Portfolio Commentary

The Dow traded in a narrow range around the 8500 area…

THE MARKETS Concerns about corporate profits and global tensions kept a lid on the market last week as the Dow Jones Industrial Average traded in a narrow range around the 8500 area. Markets don’t trade in a tight range for long and we’d expect to see this pattern resolve itself within the next week or [...]

By | December 16th, 2002|Market and Portfolio Commentary|Comments Off on The Dow traded in a narrow range around the 8500 area…

The Dow snapped its eight-week winning streak…

THE MARKETS The Dow Jones Industrial Average snapped its eight-week winning streak last week as it fell for five of the last six sessions while giving up over 285 points. The decline was broad based as all of the major averages followed suit. For the week, the Dow lost 251 points and closed at 8645 [...]

By | December 9th, 2002|Market and Portfolio Commentary|Comments Off on The Dow snapped its eight-week winning streak…

Wild volatility comes back…

THE MARKETS The holiday-shortened week saw wild volatility come back to the market as the Dow Jones Industrial Average experienced triple digit moves on two of the four trading days. For the week, the Dow gained 91 points and closed at 8895, a 1.0% gain. The NASDAQ followed suit as it gained 11 points for [...]

By | December 2nd, 2002|Market and Portfolio Commentary|Comments Off on Wild volatility comes back…

Thursday’s 222 point surge…

THE MARKETS Aided by Thursday’s 222 point surge, the Dow Jones Industrial Average managed to make it seven in a row as it ended the week within 200 points of its August high. For the week, the Dow gained 225 points and closed at 8804 (+2.6%). On a percentage basis, the NASDAQ outpaced the Dow [...]

By | November 25th, 2002|Market and Portfolio Commentary|Comments Off on Thursday’s 222 point surge…