Clients and prospects, non-advisors

Quick Comment – The S&P 500 Is NOT the Real Story

Market headlines since the shocking Trump presidential win have shown the S&P 500 and the Dow hitting all-time highs.  True enough, but that's not the real market story that investors need to know.  Here's the broad market performance since Tuesday's market close*: U.S. Stock Market (Wilshire 5000): +1.11%, +$155 Billion International Stock Market (MSCI-ex U.S.): [...]

By | 2016-11-11T13:21:04+00:00 November 11th, 2016|Client|Comments Off on Quick Comment – The S&P 500 Is NOT the Real Story

Three Minute Trend Talk™ – Election Economics

Uncertainty surrounding the upcoming election is causing something very interesting to happen in the markets. Mark Scheffler, AIF®, 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 [...]

By | 2016-11-15T11:25:35+00:00 November 9th, 2016|Client|Comments Off on Three Minute Trend Talk™ – Election Economics

Three Minute Trend Talk™ – Election Uncertainty

Uncertainty surrounding the upcoming election is causing something very interesting to happen in the markets. Mark Scheffler, AIF®, 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 [...]

By | 2016-11-15T11:25:40+00:00 November 2nd, 2016|Client|Comments Off on Three Minute Trend Talk™ – Election Uncertainty

Three Minute Trend Talk™ – Interest Rate Rumbles

Fears over rising interest rates caused a rumble in the markets, reinforcing our belief that the markets DO NOT want interest rates to go up. Mark Scheffler, AIF®, 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, [...]

By | 2016-11-15T11:25:53+00:00 September 14th, 2016|Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Interest Rate Rumbles

Quick Comment – Interest Rate Rebound Calls for Caution

Rarely is anything more clear that what's been fueling the market recovery over the past 8 years: low interest rates. It's been good for most investment classes, including the stock market, real estate market and the bond market.  In fact, all three of these major asset classes have been rising in concert since the extraordinary [...]

By | 2016-09-09T09:14:31+00:00 September 9th, 2016|Client, Quick Comment|Comments Off on Quick Comment – Interest Rate Rebound Calls for Caution

Three Minute Trend Talk™ – Policies Over Politics

Appleton Group has always been and will always be a non-partisan organization, putting investing policies ahead of politics. Mark Scheffler, AIF®, 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 [...]

By | 2016-11-15T11:25:56+00:00 September 6th, 2016|Client|Comments Off on Three Minute Trend Talk™ – Policies Over Politics

Three Minute Trend Talk™ – Duty of Loyalty, Duty of Care

Appleton Group accepts twin duties with all client relationships: a Duty of Loyalty and a Duty of Care. Mark Scheffler, AIF®, 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 [...]

By | 2016-11-15T11:25:59+00:00 August 23rd, 2016|Client|Comments Off on Three Minute Trend Talk™ – Duty of Loyalty, Duty of Care

Three Minute Trend Talk™ – Lifestage Investment Guide

Another solid year is forming, as all managed portfolios have come a long way since the Spring.  View updates on recent investment-related expense reductions results, and get a quick introduction to our NEW Lifestage Investment Guide. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the [...]

By | 2016-11-15T11:26:09+00:00 August 9th, 2016|Client|Comments Off on Three Minute Trend Talk™ – Lifestage Investment Guide

Three Minute Trend Talk™ – Looking Up

Things are looking up as markets have moved solidly higher off of the end-of-June "Brexit" lows.  Interest rates continue to plunge, and additional stimulus gets most of the credit. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) used in all [...]

By | 2016-11-15T11:26:13+00:00 July 12th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Looking Up

Three Minute Trend Talk™ – Keep a Stiff Upper Lip

With British leaders calling for investors to "keep a stiff upper lip," extraordinary volatility has accelerated the change in trend for international investments, as well as some growth investments here in the U.S. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds [...]

By | 2016-11-15T11:26:16+00:00 June 27th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|Comments Off on Three Minute Trend Talk™ – Keep a Stiff Upper Lip