Sep 26 2023

Three Minute Trend Talk™ – Bond Market Struggles

By |2023-09-26T09:26:06-05:00September 26th, 2023|

Welcome to this three-minute trend talk for Tuesday, September 26, 2023. I’m Mark Scheffler, CEO and Founder of Appleton Group. In case you’re in a hurry, here are three things you need to know right now. First, the nearly year-long recovery rally in large cap growth and large cap blend tech has run its course, [...]

Feb 16 2023

Three Things to Know About Secure Act 2.0 – Part 1 (Employer Plans)

By |2023-02-16T15:21:29-06:00February 16th, 2023|

Mark Scheffler welcomes Grace Anderson, Private Client Advisor and Advisor to Employer-Sponsored Plans with Appleton Group to discuss three things you need to know about the Secure Act 2.0. Mark Scheffler, AIF®, hosts this episode of On the Right Side of the Market, highlighting current investment and economic issues, clearTREND® recommendations for the positions [...]

Nov 29 2022

Discover Appleton Group Hybrid Strategies

By |2023-06-15T10:41:39-05:00November 29th, 2022|

Just like there are traditional, hybrid and electric cars, there are three very similar investment strategies that WE offer: traditional strategies (also known as “buy & hold,”), there are flexible strategies (which are novel and cutting edge in that they automatically adjust as market conditions change), and there are hybrid strategies that combine both [...]

Sep 12 2022

Beginner’s Guide to Flexible Investment Strategies

By |2023-06-15T10:42:35-05:00September 12th, 2022|

Whether you’ve been a client of ours for years or are just starting out, we’ve created this “Beginner’s Guide to Flexible Strategies” to help you better understand how they work, how they’re intentionally different from buy & hold strategies, and how they can best fit into your overall investment portfolio. We’ll also cover their [...]

Aug 19 2022

Subscribe to the On the Right Side of the Market Podcast

By |2023-06-15T11:16:52-05:00August 19th, 2022|

Subscribe to the On the Right Side of the Market™ Podcast Investing is pretty straightforward: the more time you spend on the right side of the market, the more likely you are to be successful. Join Mark Scheffler, CEO of Appleton Group LLC, a SEC Registered Investment Adviser, for fresh market [...]

Oct 3 2017

Three Minute Trend Talk™ – Cybersecurity SUMMARY Presentation

By |2017-10-03T11:23:51-05:00October 3rd, 2017|

Cybersecurity is in the news almost every day, and we've prepared both a summary presentation and a full presentation on what we're doing to protect your identity, assets and privacy.  THIS IS THE SUMMARY PRESENTATION. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the [...]

Oct 3 2017

Appleton Group Cybersecurity FULL Presentation

By |2017-10-03T11:28:42-05:00October 3rd, 2017|

Cybersecurity is in the news almost every day, and we've prepared both a summary presentation and a full presentation on what we're doing to protect your identity, assets and privacy.  THIS IS THE FULL PRESENTATION. Select 1080p HD for best resolution, 720p HD for slower connections.     CLICK HERE for the SUMMARY [...]

Sep 1 2015

Three Minute Trend Talk™ – Negative Trends Everywhere

By |2018-03-10T05:43:49-06:00September 1st, 2015|

Mark Scheffler 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 resolution, 720p HD for slower connections). WW1YFl_LvxQ [separator style_type="shadow" top_margin="40" bottom_margin="40" sep_color="" icon="" width="" class="" [...]

Feb 9 2015

Charitable Remainder Trusts – Lifetime income for you, tax control now, and a gift to charity at the end

By |2015-02-09T10:41:58-06:00February 9th, 2015|

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 [...]

Dec 18 2014

Alex Haas of The Appleton Group Performs “Angel Eyes”

By |2014-12-18T14:40:26-06:00December 18th, 2014|

Alex Haas of The Appleton Group is not only a talented advisor but is also an accomplished musician and pianist.  As a gift to our clients this holiday season, Alex has prepared a wonderful piece called "Angel Eyes" that he and our entire staff are proud to share with you. May this holiday season be [...]

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