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

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

Three Minute Trend Talk™ – No Man’s Land

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). 7Cvn6AJLBAU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | November 16th, 2015|Advisor, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – No Man’s Land

Quick Comment – Big Changes to Social Security

The proposed Federal budget deal making its way through Congress this week lays out one significant change to Social Security: the elimination of "file & suspend" strategies. Under file & suspend, a spouse could file for social security retirement benefits, but then "suspend" those payments until a later date (allowing their future benefit amounts to [...]

By | October 28th, 2015|Quick Comment|Comments Off on Quick Comment – Big Changes to Social Security

Three Minute Trend Talk™ – Profit Prophecy

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). xvrTGRmFJRA [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | October 19th, 2015|Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Profit Prophecy

Quick Comment – Bad News Helps Market Rebound

Last Friday's jobs report was exactly what the markets needed: evidence that the Fed is unlikely to raise rates this year.  With job creation slowing, there's little reason to believe that wage growth is going to take off anytime soon.  And so with little threat of inflation, rates can stay low for a while longer. [...]

By | October 5th, 2015|Quick Comment|Comments Off on Quick Comment – Bad News Helps Market Rebound

Quick Comment – China Intervenes Again, Pushing Markets Higher

While the U.S. markets were closed for the Labor Day Holiday, China's central bank was once again busy.  In an effort to support Chinese stock prices that have plummeted over the past few months, the People's Bank of China once again implemented a sizable stock-buying program, reversing intraday losses of -2.0% and finishing the session [...]

By | September 8th, 2015|Market and Portfolio Commentary, Quick Comment|Comments Off on Quick Comment – China Intervenes Again, Pushing Markets Higher

Three Minute Trend Talk™ – Negative Trends Everywhere

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). WW1YFl_LvxQ [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | September 1st, 2015|clearTREND™, Market and Portfolio Commentary, On-Demand Presentations|Comments Off on Three Minute Trend Talk™ – Negative Trends Everywhere

Quick Comment – Fresh Stimulus from China, Again

As we've been saying for quite a while (years, actually) the markets will need additional fresh stimulus to move higher.  And as we've all seen over the past month or so, the global economy has become so dependent on stimulus that its absence causes real problems (market downturns). So last night's announcement from the People's [...]

By | August 26th, 2015|Market and Portfolio Commentary|Comments Off on Quick Comment – Fresh Stimulus from China, Again

Quick Comment – Cash is King

We're continuing to hold large cash and other defensive positions after having sold numerous invested assets some time ago.  Additional sales are imminent as market deterioration continues. Markets had been looking for help from the People's Bank of China in the form of a weekend rate cut - that didn't happen.  Overseas markets have continued [...]

By | August 24th, 2015|Market and Portfolio Commentary|Comments Off on Quick Comment – Cash is King

Quick Comment – Still Holding Significant Cash

Market conditions have continued to deteriorate, but Appleton Group clients have been insulated from significant losses. Most client portfolios are currently holding a minimum of 65% cash, which is a significant change from our posture at the end of June.  Clients in our Tax Managed Growth Portfolio and PLUS Portfolio strategies are also holding significant [...]

By | August 21st, 2015|Market and Portfolio Commentary|Comments Off on Quick Comment – Still Holding Significant Cash