Feb 28 2023

Three Minute Trend Talk™ – CD and 1-yr Treasury Rates at 15-Year Highs

By |2023-02-28T09:50:00-06:00February 28th, 2023|

In case you’re in a hurry, here are three things to know right now. First, CD and 1-yr treasury rates are back to where they were 15 years ago, and Appleton Group has access to a national marketplace of some of the highest rates available nationally. For investors wanting to balance the potential for [...]

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 [...]

Feb 7 2023

Three Minute Trend Talk™ – February 7, 2023

By |2023-02-07T10:14:16-06:00February 7th, 2023|

In case you’re in a hurry, here are three things to know right now. First, 2023 is off to a solid start for both the markets and our managed strategies across the board. That’s not surprising since markets had put in a floor back in early December and we’ve been invested more assertively since [...]

Feb 1 2023

Three Minute Trend Talk™ – Best of Times, Worst of Times Part 3

By |2023-02-01T10:46:06-06:00February 1st, 2023|

In the first two episodes of my podcast in the new year of 2023, I laid out both an optimistic case and a pessimistic case for the markets, one for the bulls, and one for the bears. Now it’s time to lay out how we think investors should approach the coming year with both [...]

Jan 23 2023

Three Minute Trend Talk™ – Best of Times, Worst of Times Part 2

By |2023-02-07T10:10:30-06:00January 23rd, 2023|

As fiduciaries, it’s our obligation to present both scenarios objectively and without bias. And as fellow investors and participants in a western-style free market economy, we certainly would prefer an optimistic case for the markets in 2023. Who wouldn’t? But of course that’s not up to us; that chapter is the most desirable, but [...]

Jan 18 2023

Three Minute Trend Talk™ – Best of Times, Worst of Times Part 1

By |2023-01-18T12:27:09-06:00January 18th, 2023|

With 2022 now behind us, it’s time to look forward to what the New Year could bring. And as is often true, there’s a powerful optimistic case to be made for the bulls, and a very convincing and pessimistic case to be made on behalf of the bears. Mark Scheffler, AIF®, hosts this Three [...]

Dec 19 2022

Three Minute Trend Talk™ – Christmas Wishes

By |2022-12-19T14:33:09-06:00December 19th, 2022|

It’s been our tradition for the week before Christmas to share my wish list that I send to Santa ahead of Christmas Eve. I believe with all my heart that Santa IS real, of course, but he works his magic through us as his elves in sometimes mysterious ways. I never ask for the [...]

Dec 13 2022

Three Minute Trend Talk™ – Peak Inflation

By |2022-12-13T10:34:25-06:00December 13th, 2022|

Recent data is definitely showing confirming evidence that inflation has peaked and now the process of what we’d call “dis-inflation” has started. And as a result, we’re a LOT closer to our intended targets in every single strategy – which means that we’re nearly fully invested and are taking advantage of recent support for [...]

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 [...]

Nov 23 2022

Three Minute Trend Talk™ – Thanksgiving Week 2022 Edition

By |2022-11-23T11:48:38-06:00November 23rd, 2022|

It’s been our tradition during Thanksgiving week to turn away from the news of the markets and the economy to focus on what this week is all about, gratitude for all of the great things that we have in our lives and for the things that money just can’t buy. Mark Scheffler, AIF®, hosts [...]

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