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

Three Minute Trend Talk™ – Greece: The Skids – Epilogue

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). I9KvXlpjdqU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | 2015-07-06T10:58:36+00:00 July 6th, 2015|AGWM Research, Market and Portfolio Commentary, Trend-Following|Comments Off on Three Minute Trend Talk™ – Greece: The Skids – Epilogue

Three Minute Trend Talk™ – Growth at Any Cost

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). tR-dZ-tH3AA [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | 2015-06-08T11:19:02+00:00 June 2nd, 2015|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Growth at Any Cost

Quick Comment – Market Conditions Weakening

The markets have begun to weaken somewhat over the past few days following last Friday's poor GDP report.  GDP measures all of the economic activity in the U.S., and with the end of the Federal Reserve's five year-long stimulus now complete, it really is no surprise that economic activity is weakening. And the markets are [...]

By | 2015-06-08T11:26:23+00:00 May 7th, 2015|Market and Portfolio Commentary|Comments Off on Quick Comment – Market Conditions Weakening

Three Minute Trend Talk™ – Slowing Growth, Steady Market

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). 4iYsNaiOqAU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | 2015-06-08T11:11:59+00:00 May 5th, 2015|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Slowing Growth, Steady Market

Three Minute Trend Talk™ – Natural Growth

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). aax96lmVrJU [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | 2015-06-08T11:14:04+00:00 April 7th, 2015|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Natural Growth

Three Minute Trend Talk™ – Running out of Gas?

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). U2Cv2jsub8I [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | 2015-06-08T11:01:00+00:00 March 10th, 2015|Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Running out of Gas?

Three Minute Trend Talk™ – Greece: The Skids, Again?

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). qwlzt9NDIYg [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | 2015-06-08T11:02:11+00:00 February 17th, 2015|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Greece: The Skids, Again?

Charitable Remainder Trusts – Lifetime income for you, tax control now, and a gift to charity at the end

Appleton Group LLC has partnered with the law offices of Remley & Sensenbrenner S.C. in Neenah, Wisconsin to produce this brief informational video on a powerful estate planning tool called a Charitable Remainder Trust (CRT).  A CRT can help you accomplish three goals: provide lifetime income for you and your family, control taxes now and [...]

By | 2015-02-09T10:41:58+00:00 February 9th, 2015|In the News, On-Demand Presentations|Comments Off on Charitable Remainder Trusts – Lifetime income for you, tax control now, and a gift to charity at the end

Join Appleton Group and Mark Scheffler for Northeast Wisconsin’s Got newTalent

  nWgqh7U1hwg [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" id=""] Tickets are available by calling the newVoices office at 920-832-9700. Audience members will be treated to an elegant evening of cocktails, hors d’oeuvres, auctions and top-notch performances. A portion of your ticket price is a tax-deductible donation to newVoices. The Appleton Group will [...]

By | 2017-08-31T08:56:53+00:00 January 28th, 2015|Events, Market and Portfolio Commentary|Comments Off on Join Appleton Group and Mark Scheffler for Northeast Wisconsin’s Got newTalent

Three Minute Trend Talk™ – Reward versus Risk

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). NUxiVP87EOk [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

By | 2015-06-08T10:48:18+00:00 January 28th, 2015|AGWM Research, clearTREND™, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Reward versus Risk