February 2017

Three Minute Trend Talk™ – Introducing Riskalyze

By | 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). [...]

Comments Off on Three Minute Trend Talk™ – Introducing Riskalyze

December 2016

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

By | December 20th, 2016|Client, Market and Portfolio Commentary|

'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 [...]

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

November 2016

Three Minute Trend Talk™ – A Market Divided

By | November 15th, 2016|Client, Market and Portfolio Commentary|

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 [...]

Comments Off on Three Minute Trend Talk™ – A Market Divided

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

By | November 11th, 2016|Client|

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.): [...]

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

Three Minute Trend Talk™ – Election Economics

By | November 9th, 2016|Client|

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 [...]

Comments Off on Three Minute Trend Talk™ – Election Economics

Three Minute Trend Talk™ – Election Uncertainty

By | November 2nd, 2016|Client|

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 [...]

Comments Off on Three Minute Trend Talk™ – Election Uncertainty

September 2016

Announcing Special 2016 Pricing on Wisconsin Select

By | September 23rd, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|

Appleton Group is excited to announce new special pricing on administration services for our Wisconsin Select 401(k) and 403(b) Programs. Now through the end of the year, all retirement plans with assets over $1 million that sign a letter of intent to move to their employer-sponsored plan Wisconsin Select will qualify for a full waiver [...]

Comments Off on Announcing Special 2016 Pricing on Wisconsin Select

View the Wisconsin Select Fund Dashboard – Q2, 2016

By | September 15th, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|

Mark Scheffler hosts this 4-minute walk-through of the Wisconsin Select Fund Dashboard. We're really proud of our Wisconsin Select fund offerings, and our deep lineup of both experienced fund managers and up-and-coming young talent says it all.  At a glance, our dashboard gives you average weighted historic average performance (3-yr rolling averages), weighted average fund [...]

Comments Off on View the Wisconsin Select Fund Dashboard – Q2, 2016

Three Minute Trend Talk™ – Interest Rate Rumbles

By | September 14th, 2016|Client, Market and Portfolio Commentary|

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, [...]

Comments Off on Three Minute Trend Talk™ – Interest Rate Rumbles

Quick Comment – Interest Rate Rebound Calls for Caution

By | September 9th, 2016|Client, Quick Comment|

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 [...]

Comments Off on Quick Comment – Interest Rate Rebound Calls for Caution