October 2017

Three Minute Trend Talk™ – Cybersecurity SUMMARY Presentation

By | 2017-10-03T11:23:51+00:00 October 3rd, 2017|Client, On-Demand Presentations|

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 [...]

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Appleton Group Cybersecurity FULL Presentation

By | 2017-10-03T11:28:42+00:00 October 3rd, 2017|Client, On-Demand Presentations|

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 [...]

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September 2017

Three Minute Trend Talk™ – Weather Forecast

By | 2017-09-05T14:29:38+00:00 September 5th, 2017|Client, Market and Portfolio Commentary|

"Everybody talks about the weather, but nobody does anything about it."  Mark Twain was right - there's nothing we can do about the weather, but we can do a lot to be ready for whatever Mother Nature throws our way. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic [...]

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August 2017

Three Minute Trend Talk™ – August 2017 Update

By | 2017-08-16T09:21:11+00:00 August 16th, 2017|Client, Market and Portfolio Commentary|

There's a lot going on this Summer at Appleton Group, including a really nice market environment, the launch of Appleton Group Charitable, and a couple of fun upcoming events. 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 [...]

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Registration NOW OPEN for our Fall 2017 401(k) Workshop

By | 2017-10-02T14:26:31+00:00 August 11th, 2017|Company-Sponsored 401(k)s, Events|

Presented in conjunction with Fox Valley SHRM... Date: Thursday, September 28, 2017 I 8:00 AM Registration, 8:30-2:30 PM Workshop (continental breakfast and lunch included) Venue: Riverview Gardens I 1101 S. Oneida Street I Appleton, WI Cost: No Charge Intended participants: Plan sponsors and investment committee members (accounting and legal advisors also [...]

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July 2017

Appleton Group and High Cliff Yacht Club to Sponsor 2017 Eclipse Ellipse Regatta

By | 2017-09-08T14:36:14+00:00 July 26th, 2017|Events|

One of the highlights of the summer of 2017 will be the solar eclipse on August 21st.   Visible from Lake Winnebago, 80% of the sun will be blocked and there's no better view than from the middle of the lake. To make it even more memorable, High Cliff Yacht Club and The Appleton Group [...]

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June 2017

Three Minute Trend Talk™ – Mid-Year Update 2017

By | 2017-06-26T10:52:51+00:00 June 26th, 2017|clearTREND™, Client, Market and Portfolio Commentary, Trend-Following|

With the midpoint to the year here at the end of the week, we wanted to give you an update on how our managed portfolios are doing.  In a few words, they're all doing quite well. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for [...]

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May 2017

Three Minute Trend Talk™ – Never Miss A Turn™

By | 2017-06-13T08:03:36+00:00 May 2nd, 2017|Client|

Happy Birthday to clearTREND! It's been five years since we created what we believe is the world's first online trend calculator, and the results have been as good as we'd expected. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds (ETFs) [...]

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March 2017

Three Minute Trend Talk™ – Thumbs Up

By | 2017-03-01T08:05:57+00:00 March 1st, 2017|Client, Market and Portfolio Commentary, Trend-Following|

2017 is off to a solid start all around, and it's thumbs up all-around. 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 [...]

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February 2017

Three Minute Trend Talk™ – Introducing Riskalyze

By | 2017-02-13T09:44:36+00:00 February 13th, 2017|Client, Market and Portfolio Commentary|

What's your speed?  Introducing Riskalyze. 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 resolution, 720p HD for slower connections). [...]

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