Mar 3 2011

Current Market Trends – 3/3/2011

By |2011-04-04T14:48:25-05:00March 3rd, 2011|

Another month of largely positive market action pushed all of our firm's managed portfolios higher during February. The current rising price trend has been intact since mid-September of last year, and has required only minimal adjustments during this period. With the U.S. and other developed economies demonstrating ongoing economic stability (and even a bit of [...]

Feb 3 2011

Current Market Trends (2/2/2011)

By |2011-07-11T13:45:21-05:00February 3rd, 2011|

Generally speaking, each of the ETFs used in Appleton Group Wealth Management's core portfolios (Appleton Group Portfolio, Appleton Group PLUS Portfolio, and Appleton Group Tax Managed Growth Portfolio) is demonstrating a supportive rising price trend at the present time. The market has remained cooperative over the past four months or so, and as such we have continued to [...]

Jan 24 2011

Defense Wins Championships

By |2011-01-25T09:08:14-06:00January 24th, 2011|

Life here in northeast Wisconsin just got a whole lot warmer! In case you haven’t heard, The Green Bay Packers are headed back to the Super Bowl after a smash-mouth dispatching of the rival Chicago Bears on Sunday afternoon. But instead of a high-scoring affair as had been the case in Atlanta the previous week [...]

Jan 5 2011

A Solid Fourth Quarter Sets the Stage

By |2011-01-06T08:32:33-06:00January 5th, 2011|

A solid fourth quarter in the markets and in all Appleton Group Portfolios has set the stage for the New Year.  For much of the past three months there have existed sustained rising price trends for all market segments in which we invest, including U.S. equities (both dividend-paying and pure growth), emerging foreign markets, real [...]

Dec 23 2010

Year-End Rally Continues

By |2011-01-03T11:33:11-06:00December 23rd, 2010|

Since the elections back in early November, two market-related events stand out: First, practically every at-risk asset in the marketplace (such as domestic and foreign equities, real estate, commodities, etc.) has demonstrated a strengthening, rising price trend.  Second, the fuel for this advancing market has come at the expense of most fixed-income assets (particularly federal [...]

Nov 4 2010

The markets have responded in a very positive way…

By |2010-12-22T14:59:14-06:00November 4th, 2010|

Following a strong Republican showing in Tuesday’s elections and the Federal Reserve’s unveiling of further easing measures, the markets have responded in a very positive way.  In fact, since the end of September the S&P 500 has put in a nice showing, rising a total of 4.91% through Wednesday’s close.  Today’s strong market action is [...]

Aug 12 2010

The market volatility continues…

By |2010-08-12T13:12:59-05:00August 12th, 2010|

The Markets The market volatility continues over these summer months with triple digit moves both up and down being the norm. The S&P 500 Index, a useful gauge for the markets as a whole, has moved back to near breakeven for the year which is at the mid-point of its 2010 range. In late April [...]

Jul 5 2010

Stocks continued to slide…

By |2010-07-05T13:07:05-05:00July 5th, 2010|

The Markets On the heels of a tough month of May, stocks continued to slide through much of June. The Dow Jones Industrial Average, which declined by -7.9% during May, shed an additional -3.2% in the first week of June but rebounded +6.5% over the next nine sessions. During this period, the Dow traded on [...]

Jun 1 2010

May proved to be a rough month…

By |2010-06-01T12:57:33-05:00June 1st, 2010|

The Markets May proved to be a rough month for the bulls as the global markets suffered their worst monthly percentage losses since February 2009. Coming into the month, all major market segments were continuing to produce slow steady gains. But it was largely downhill for the month as the markets closed lower on fourteen [...]

May 5 2010

The Markets continued slow and steady rise…

By |2010-12-21T19:54:42-06:00May 5th, 2010|

The Markets The markets continued their slow and steady rise in April as most of the major averages posted advances for the month. On the heels of a solid March, the Dow Jones Industrial Average charged ahead setting nine new recovery highs for the month. Despite a retreat in the waning days of April, the [...]

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