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 | 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

Appleton Group Sponsors Lawrence Academy of Music Girl Choir Concert

The Appleton Group LLC is proud to support the Lawrence Academy of Music's upcoming winter concert, "Of Thee We Sing." The concert will be held this Saturday in the Lawrence University Chapel at both 2:00 PM and 7:00 PM. Tickets are available at the Lawrence Box Office in the adjacent Conservatory of Music (920/832-6749).

By | December 11th, 2014|In the News|Comments Off on Appleton Group Sponsors Lawrence Academy of Music Girl Choir Concert

Archive – Please Join Us in Supporting the Lawrence Academy of Music This Holiday Season!

The Appleton Group is excited to once again be the lead corporate sponsor for the Lawrence Academy of Music's annual Tutti! fundraiser! "Tutti!" is an Italian word which means "all together," and it describes perfectly our commitment to helping the Academy reach it's goal of providing need-based scholarships to students throughout the greater Fox Valley [...]

By | November 11th, 2014|Events, In the News|Comments Off on Archive – Please Join Us in Supporting the Lawrence Academy of Music This Holiday Season!

ETF Managed Portfolios Gaining National Attention – In a Big Way!

Fourteen years ago, Mark Scheffler launched three of the first ETF Managed Portfolios in the country.  An ETF Managed Strategy uses low-cost exchange traded funds (ETFs) instead of stocks in an investor's account.  This account is then actively managed, working to produce meaningful and useful portfolio gains and/or current income while managing investment risk along [...]

By | September 24th, 2014|In the News, Trend-Following|Comments Off on ETF Managed Portfolios Gaining National Attention – In a Big Way!

Appleton Group to be Featured on Local News – Talking Fiscal Cliff

Mark Scheffler, Sr. Portfolio Manager and Founder of The Appleton Group will be featured on two different news channels tonight discussing the "fiscal cliff:" WFRV - 5 at both 5:00 PM and 6:00 PM, and WLUK - Fox11 at 9:00 PM. We invite you to tune in.  We'll also try to get the video links [...]

By | December 28th, 2012|In the News|Comments Off on Appleton Group to be Featured on Local News – Talking Fiscal Cliff

Microsoft Selects clearTREND™ for Global Case Study

NOVEMBER 28, 2012: Appleton Group Wealth Management LLC is thrilled to announce that our innovative market research app, clearTREND™, is one of six new applications chosen by Microsoft as a global case study. "Being chosen as a global case study by Microsoft is huge for us," said Mark Scheffler, Sr. Portfolio Manager and Founder of Appleton [...]

By | November 28th, 2012|clearTREND™, In the News|Comments Off on Microsoft Selects clearTREND™ for Global Case Study

Appleton Group Sponsors 2011 tutti!

Appleton Group Wealth Management is a proud sponsor of the 2011 tutti! (Italian music term for “all play together”), Lawrence Academy of Music’s annual student scholarship event.  This signature event takes place February 4, 2011, from 6-9 pm in Lawrence University’s Warch Campus Center, and features performances by Academy students and teachers, hors d’oeuvres, a [...]

By | January 27th, 2011|In the News|Comments Off on Appleton Group Sponsors 2011 tutti!