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

Archive – WI Select – Investment Managers’ Q2-2016 Update

  Please join us for a brief conference call this Thursday at 9:30 AM as we update you on the progress of the Wisconsin Select 401(k) Program.  We've got some very exciting news to share with you about several large opportunities we've been working on, upcoming proposals, advisor outreach, and a quick discussion [...]

By | May 17th, 2016|Events, WISelectIM|Comments Off on Archive – WI Select – Investment Managers’ Q2-2016 Update

Three Minute Trend Talk™ – While We Wait

Sometimes, investing can be a lot like fishing.  See how as 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 resolution, 720p HD for slower [...]

By | May 17th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – While We Wait

Three Minute Trend Talk™ – Nice Catch

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 resolution, 720p HD for slower connections). jwHOt-ZYVes

By | April 19th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Nice Catch

Three Minute Trend Talk™ – A Ruler is a Ruler

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 resolution, 720p HD for slower connections). eNpTrQRs21M

By | April 5th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary, Trend-Following|Comments Off on Three Minute Trend Talk™ – A Ruler is a Ruler

Three Minute Trend Talk™ – The Bull Bites Back

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 resolution, 720p HD for slower connections). esBtBiXAXHI

By | March 21st, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – The Bull Bites Back

Archive – Savvy Social Security Planning Event

Significant changes are coming to social security and Appleton Group has you covered. To help sort through the changes and meet the April 30 deadline, we're hosting a Savvy Social Security Planning event for our firm's clients and their guests the afternoon of April 7th at Riverview Gardens Community Center. Our advisor team of [...]

By | March 17th, 2016|Client, Events|Comments Off on Archive – Savvy Social Security Planning Event

Three Minute Trend Talk™ – The Bear Bites

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 resolution, 720p HD for slower connections). xNctiMWS8Y0

By | February 8th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – The Bear Bites

Archive – Wisconsin Select 401(k) Launch Event

FOR IMMEDIATE RELEASE: JANUARY 26, 2016 (APPLETON, WI) Appleton Group is pleased to announce the launch of the Wisconsin Select 401(k) Program, an employer-sponsored retirement plan platform comprised exclusively of in-state investment managers, administrators, advisors and plan fiduciaries. This important new retirement plan platform is designed to help Wisconsin-domiciled corporations, non-profits and government entities [...]

By | February 3rd, 2016|Advisor, Client, Events, WISelectAdvisor, WISelectIM|Comments Off on Archive – Wisconsin Select 401(k) Launch Event

Quick Comment – Markets at Critical Juncture

The recent wild market swings continue this week as soothing comments out of Europe have revived hopes of additional stimulus as soon as next month.  In our firm's risk managed strategies, we've held no exposure this year to foreign emerging markets (down -13.15% YTD) and we've eliminated exposure to foreign developed markets (-11.58% YTD) several [...]

By | January 21st, 2016|Advisor, Client|Comments Off on Quick Comment – Markets at Critical Juncture