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 26 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 strategies. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016.
Apr 27 2022

Quick Comment – Challenging Markets Persist

By |2022-04-28T08:34:29-05:00April 27th, 2022|

Market conditions continue to present significant challenges as a sudden trend reversal two weeks ago has upended markets around the globe. While we continue to hold significant amounts of cash and money market assets in our risk-managed strategies, our limited purchase of some targeted assets in both stocks and bonds earlier in the month [...]

Apr 19 2022

Three Minute Trend Talk™ – Celebrating 20 years

By |2022-04-19T08:23:10-05:00April 19th, 2022|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

Mar 1 2022

Ukraine – Quick Comment

By |2022-03-01T08:52:17-06:00March 1st, 2022|

Our hearts go out to the innocent victims of Russia’s ill-fated invasion of sovereign Ukraine, and of course matters of economics and investment take a back seat to the human suffering occurring in the heart of Europe. That being said, Appleton Group’s risk-managed strategies continue to be positioned quite defensively, and while the [...]

Feb 24 2022

Three Minute Trend Talk™ – Ukraine Invasion

By |2022-02-24T10:01:49-06:00February 24th, 2022|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

Feb 2 2022

Three Minute Trend Talk™ – January Deep Freeze

By |2022-02-01T17:05:33-06:00February 2nd, 2022|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

Oct 20 2021

Three Minute Trend Talk™ – Market Recovery Slowing

By |2021-10-20T06:24:41-05:00October 20th, 2021|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

Aug 19 2021

Three Minute Trend Talk™ – August Inflation

By |2021-08-19T21:38:00-05:00August 19th, 2021|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

Feb 17 2021

2021 Investment Strategy Guide

By |2023-06-15T11:05:04-05:00February 17th, 2021|

For nearly two decades, Appleton Group has been offering a complete strategy lineup built for every stage of an investor's life. This guidebook will help you better understand how our suite of time-tested strategies are built, our overall investment philosophy, and help you get to know our portfolio management team.

Nov 5 2020

Three Minute Trend Talk™ – Post Election Edition

By |2020-11-09T12:18:26-06:00November 5th, 2020|

Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

Nov 3 2020

Three Minute Trend Talk™ – Election Day Edition

By |2020-11-03T05:54:31-06:00November 3rd, 2020|

Election Day is finally here! In what seems like an eternity, the 2-year race for the White House is coming to a close and appears and all bets are off again. Polling has become less reliable as a much larger electorate brings elements into the voting process that simply didn't show up a decade [...]

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