May 15 2023

Beware of the Pop-Up Scam

By |2023-05-15T15:14:13-05:00May 15th, 2023|

Appleton Group is committed to helping our clients and prospective clients protect themselves from financial scams that both we and our national partners are seeing.  And there’s a new scam campaign combining computer pop-up messages and phone calls that is a current threat you should be aware of... [...]

May 9 2023

Three Minute Trend Talk™ – Debt Ceiling Part 1

By |2023-05-09T13:13:36-05:00May 9th, 2023|

Welcome to this special edition of our three-minute trend talk for Tuesday, May 9th 2023. I’m Mark Scheffler CEO and founder of Appleton Group. There’s a topic that’s likely to be in the headlines a lot over the coming weeks and months and that the issue of the U.S. debt ceiling. Our spending has grown [...]

May 2 2023

Three Minute Trend Talk™ – Soft Landing Ahead

By |2023-05-02T10:28:38-05:00May 2nd, 2023|

In case you’re in a hurry, here are three things to know right now. First, unemployment and GDP data is showing a healthy economy with fewer jobs being created than last year and total economic output slowing modestly. Normally that’d be bad news, but the market is not taking it that way. Second, banks [...]

Apr 11 2023

Three Minute Trend Talk™ – Covering All Your Bases

By |2023-04-11T13:07:53-05:00April 11th, 2023|

Over the years, I’ve found it best to keep things as simple and straightforward as possible. That’s not always easy because we live in a complex world with lots of moving parts. But in the current market environment, there are three basic opportunities to cover your bases and diversify your retirement savings in ways [...]

Apr 3 2023

Three Minute Trend Talk™ – Q1 Went According to Plan

By |2023-04-03T13:57:58-05:00April 3rd, 2023|

In case you’re in a hurry, here are three things you need to know. First, the first quarter of the year is in the books and it went according to plan. Last year’s losing sectors were among the top-performers and last years winners lagged pretty badly. Textbook. Second, the bank struggles of March increase [...]

Mar 29 2023

Three Minute Trend Talk™ – Buckets of Opportunity

By |2023-03-29T14:07:21-05:00March 29th, 2023|

We've been saying for 20 years that it would be great to get back to a more normal and balanced market environment and away from the ultra low interest rates that were necessary following the attacks of 9/11 and the Great Recession of 2008. So the silver lining of this inflationary period is that [...]

Mar 20 2023

Three Minute Trend Talk™ – An Ounce of Prevention

By |2023-03-20T13:49:33-05:00March 20th, 2023|

In case you’re in a hurry, here are three things to know right now. First, the high-profile bank struggles of the past few weeks highlight just how important and interconnected every financial institution is. And since these are all social institutions, it makes sense that society – you and me and everyone else – [...]

Mar 14 2023

Three Minute Trend Talk™ – Go Big or Go Home

By |2023-03-14T11:13:29-05:00March 14th, 2023|

Wow, these are interesting times but in case you’re in a hurry here are three things you need to know: First, you’ve probably already heard the news that there was a major bank failure last Friday, the biggest since 2009 which is sending ripples through the banking sector and through the bond market. It’s [...]

Mar 8 2023

Three Minute Trend Talk™ – Interest Rates on Tradable Money Markets Now at 15-Year Highs

By |2023-03-08T09:59:53-06:00March 8th, 2023|

As the Fed has raised rates, the interest paid on sweep money market funds has gone from next to nothing a year ago and to just under a half-percent per year right now. That’s a big move. But it’s nothing compared to the dramatic and relatively sudden increase in the rates on tradable money [...]

Mar 2 2023

Three Minute Trend Talk™ – CD and Short-Term Treasuries Are Seeing a LOT of Interest

By |2023-03-02T11:59:11-06:00March 2nd, 2023|

I want to talk about one thing today and that’s a certain kind of investment (2 actually), that for the better part of 15 years had been a dead end. I’m talking about CDs and short-term treasuries. These vehicles are not a part of our flexible strategies since they’re designed to be held until [...]

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