August 2016

Three Minute Trend Talk™ – Duty of Loyalty, Duty of Care

By | 2016-11-15T11:25:59+00:00 August 23rd, 2016|Client|

Appleton Group accepts twin duties with all client relationships: a Duty of Loyalty and a Duty of Care. 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 [...]

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AASD Long-Term Care Insurance Termination Seminar – VIDEO LINK

By | 2016-11-15T11:26:02+00:00 August 18th, 2016|AEA, Events|

Appleton Group is proud to have partnered with the Appleton Education Association to present this important seminar on the termination of the AASD Long-Term Care Insurance Plan. Presented by Appleton Group's Mark Scheffler, AIF®, Romeo Raabe (The Long Term Care Guy) and Paul Northway (American National Bank - Fox Cities) this important seminar will [...]

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Introducing the Wisconsin Select GeoDirectory

By | 2016-11-15T11:26:06+00:00 August 10th, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|

Mark Scheffler hosts this 3-minute introduction to the Wisconsin Select GeoDirectory, a new feature designed to help promote the numerous in-state partners participating in our program. Easily find investment management firms, administrators, fiduciaries, and COMING SOON we'll be adding our investment advisor partner firms to help promote local advisors throughout the state who perform the [...]

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Three Minute Trend Talk™ – Lifestage Investment Guide

By | 2016-11-15T11:26:09+00:00 August 9th, 2016|Client|

Another solid year is forming, as all managed portfolios have come a long way since the Spring.  View updates on recent investment-related expense reductions results, and get a quick introduction to our NEW Lifestage Investment Guide. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the [...]

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July 2016

Three Minute Trend Talk™ – Looking Up

By | 2016-11-15T11:26:13+00:00 July 12th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|

Things are looking up as markets have moved solidly higher off of the end-of-June "Brexit" lows.  Interest rates continue to plunge, and additional stimulus gets most of the credit. 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 [...]

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June 2016

Three Minute Trend Talk™ – Keep a Stiff Upper Lip

By | 2016-11-15T11:26:16+00:00 June 27th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|

With British leaders calling for investors to "keep a stiff upper lip," extraordinary volatility has accelerated the change in trend for international investments, as well as some growth investments here in the U.S. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND™ recommendations for the exchange traded funds [...]

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Three Minute Trend Talk™ – Brexit, Stage Right

By | 2016-11-15T11:26:19+00:00 June 24th, 2016|Advisor, Client, Market and Portfolio Commentary|

Calm seas have given way to increased volatility over Britain's vote to leave the European Union.  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 [...]

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Three Minute Trend Talk™ – Calm Seas

By | 2016-11-15T11:26:23+00:00 June 7th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|

Calm seas in the markets recently, which presents a good opportunity to make sure you're properly positioned going forward.  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 [...]

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May 2016

Unintended Consequences: How the DOL is Changing Your 457(b) Plan Forever

By | 2017-08-31T08:56:02+00:00 May 25th, 2016|Events|

You’ve heard the phrase many times before: “The law of unintended consequences.”  It’s when someone does something with the best of intentions, but the unexpected happens.  The Department of Labor has recently moved to do away with conflicts of interest, self-dealing, hidden compensations, and other aspects of retirement plans that worked against your participants [...]

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WI Select – Investment Managers’ Q2-2016 Update

By | 2017-08-31T08:56:14+00:00 May 17th, 2016|Events, WISelectIM|

  Please join us for a brief conference call this Thursday at 9:30 AM as we update you on the progress of the Wisconsin Select 401(k) Program.  We've got some very exciting news to share with you about several large opportunities we've been working on, upcoming proposals, advisor outreach, and a quick discussion [...]

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