Clients and prospects, non-advisors

Dec 20 2016

Three Minute Trend Talk™ – ‘Twas the Week Before Christmas

By |2016-12-20T14:47:05-06:00December 20th, 2016|

'Twas the week before Christmas at Appleton Group, here's our Three Minute Trend Talk to keep YOU in the loop... 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 [...]

Nov 15 2016

Three Minute Trend Talk™ – A Market Divided

By |2016-11-15T13:35:51-06:00November 15th, 2016|

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 [...]

Nov 11 2016

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

By |2016-11-11T13:21:04-06:00November 11th, 2016|

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.): [...]

Nov 9 2016

Three Minute Trend Talk™ – Election Economics

By |2016-11-15T11:25:35-06:00November 9th, 2016|

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 [...]

Nov 2 2016

Three Minute Trend Talk™ – Election Uncertainty

By |2016-11-15T11:25:40-06:00November 2nd, 2016|

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 [...]

Sep 14 2016

Three Minute Trend Talk™ – Interest Rate Rumbles

By |2016-11-15T11:25:53-06:00September 14th, 2016|

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, [...]

Sep 9 2016

Quick Comment – Interest Rate Rebound Calls for Caution

By |2016-09-09T09:14:31-05:00September 9th, 2016|

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 [...]

Sep 6 2016

Three Minute Trend Talk™ – Policies Over Politics

By |2016-11-15T11:25:56-06:00September 6th, 2016|

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 [...]

Aug 23 2016

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

By |2016-11-15T11:25:59-06:00August 23rd, 2016|

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 [...]

Aug 9 2016

Three Minute Trend Talk™ – Lifestage Investment Guide

By |2016-11-15T11:26:09-06:00August 9th, 2016|

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 [...]

Go to Top