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

Quick Comment – Interest Rate Rebound Calls for Caution

Rarely is anything more clear that what's been fueling the market recovery over the past 8 years: low interest rates. It's been good for most investment classes, including the stock market, real estate market and the bond market.  In fact, all three of these major asset classes have been rising in concert since the extraordinary [...]

By | 2016-09-09T09:14:31+00:00 September 9th, 2016|Client, Quick Comment|Comments Off on Quick Comment – Interest Rate Rebound Calls for Caution

Three Minute Trend Talk™ – Policies Over Politics

Appleton Group has always been and will always be a non-partisan organization, putting investing policies ahead of politics. 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 [...]

By | 2016-11-15T11:25:56+00:00 September 6th, 2016|Client|Comments Off on Three Minute Trend Talk™ – Policies Over Politics

Three Minute Trend Talk™ – Duty of Loyalty, Duty of Care

Appleton Group accepts twin duties with all client relationships: a Duty of Loyalty and a Duty of Care. 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 [...]

By | 2016-11-15T11:25:59+00:00 August 23rd, 2016|Client|Comments Off on Three Minute Trend Talk™ – Duty of Loyalty, Duty of Care

AASD Long-Term Care Insurance Termination Seminar – VIDEO LINK

Appleton Group is proud to have partnered with the Appleton Education Association to present this important seminar on the termination of the AASD Long-Term Care Insurance Plan. Presented by Appleton Group's Mark Scheffler, AIF®, Romeo Raabe (The Long Term Care Guy) and Paul Northway (American National Bank - Fox Cities) this important seminar will [...]

By | 2016-11-15T11:26:02+00:00 August 18th, 2016|AEA, Events|Comments Off on AASD Long-Term Care Insurance Termination Seminar – VIDEO LINK

Introducing the Wisconsin Select GeoDirectory

Mark Scheffler hosts this 3-minute introduction to the Wisconsin Select GeoDirectory, a new feature designed to help promote the numerous in-state partners participating in our program. Easily find investment management firms, administrators, fiduciaries, and COMING SOON we'll be adding our investment advisor partner firms to help promote local advisors throughout the state who perform the [...]

By | 2016-11-15T11:26:06+00:00 August 10th, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|Comments Off on Introducing the Wisconsin Select GeoDirectory

Three Minute Trend Talk™ – Lifestage Investment Guide

Another solid year is forming, as all managed portfolios have come a long way since the Spring.  View updates on recent investment-related expense reductions results, and get a quick introduction to our NEW Lifestage Investment Guide. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the [...]

By | 2016-11-15T11:26:09+00:00 August 9th, 2016|Client|Comments Off on Three Minute Trend Talk™ – Lifestage Investment Guide

Three Minute Trend Talk™ – Looking Up

Things are looking up as markets have moved solidly higher off of the end-of-June "Brexit" lows.  Interest rates continue to plunge, and additional stimulus gets most of the credit. 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 [...]

By | 2016-11-15T11:26:13+00:00 July 12th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Looking Up

Three Minute Trend Talk™ – Keep a Stiff Upper Lip

With British leaders calling for investors to "keep a stiff upper lip," extraordinary volatility has accelerated the change in trend for international investments, as well as some growth investments here in the U.S. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds [...]

By | 2016-11-15T11:26:16+00:00 June 27th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Keep a Stiff Upper Lip

Three Minute Trend Talk™ – Brexit, Stage Right

Calm seas have given way to increased volatility over Britain's vote to leave the European Union.  Mark Scheffler 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 | 2016-11-15T11:26:19+00:00 June 24th, 2016|Advisor, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Brexit, Stage Right

Three Minute Trend Talk™ – Calm Seas

Calm seas in the markets recently, which presents a good opportunity to make sure you're properly positioned going forward.  Mark Scheffler 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 [...]

By | 2016-11-15T11:26:23+00:00 June 7th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Calm Seas