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 – 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

Wisconsin Investment Managers Mini-Conference 2016 – LOCATION CHANGE NOTICE

Due to a significant increase in participant registration, the location for this conference has been changed to: Riverview Gardens Community Center 1101 S. Oneida Street Appleton, WI  54911 In our state, there currently exist more than 26,000 company retirement plans sponsored by employers who are headquartered in [...]

By | January 14th, 2016|WISelectIM|Comments Off on Wisconsin Investment Managers Mini-Conference 2016 – LOCATION CHANGE NOTICE

Quick Comment – Challenging Start to the Markets for 2016

The markets are demonstrating significant turbulence to start 2016, led lower by overseas markets and a continued rout in commodity prices.  Concerns over economic growth, the future of Fed stimulus, currency devaluations by China, as well as geopolitical concerns have all contributed to market weakness.  It's been a perfect storm to start the New Year. [...]

By | January 7th, 2016|Advisor, Client, Quick Comment|Comments Off on Quick Comment – Challenging Start to the Markets for 2016

Appleton Group Proud to Sponsor Wisconsin Public Television, Radio

Appleton Group is proud to announce our ongoing support for two popular state institutions during 2016: Wisconsin Public Television and Wisconsin Public Radio. Fans of Downton Abbey, Sherlock and the PBS Newshour have likely seen our recently produced video spot, but if you haven't you can see it here: y26fOzhzxMA   As longtime fans [...]

By | January 6th, 2016|Advisor, Client|Comments Off on Appleton Group Proud to Sponsor Wisconsin Public Television, Radio

Three Minute Trend Talk™ – Welcoming in 2016

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). vAP6Dej9FCo

By | January 5th, 2016|Advisor, Client|Comments Off on Three Minute Trend Talk™ – Welcoming in 2016

Three Minute Trend Talk™ – Whipsaw

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). 4ttGyWvouw4

By | December 14th, 2015|Advisor, Client|Comments Off on Three Minute Trend Talk™ – Whipsaw

Three Minute Trend Talk™ – Commodity Crash

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). j7TH20K8b88

By | December 8th, 2015|Advisor, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Commodity Crash

Archive – Ameriprise Exclusive Event – An Early Christmas Present from clearTREND®

Season's Greetings from Appleton Group! We know it's still a bit early, but we wanted to reach out to remind you of an upcoming special event available exclusively to the Ameriprise advisor community.  We're hosting a holiday open-house at our firm to unwrap our cutting-edge trend calculator, clearTREND®. While most investment managements never allow even [...]

By | December 3rd, 2015|Ameriprise, Events|Comments Off on Archive – Ameriprise Exclusive Event – An Early Christmas Present from clearTREND®

Happy Thanksgiving from The Appleton Group

Our American tradition of recognizing the great bounty of the harvest season is as old as our country itself.  So we take a moment to give thanks for the many blessings of our lives, not just today but everyday.  View this special Thanksgiving message from all of us at The Appleton Group (select 1080p HD [...]

By | November 25th, 2015|Advisor, Client|Comments Off on Happy Thanksgiving from The Appleton Group