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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Three Minute Trend Talk™ – While We Wait

By | 2016-11-15T11:26:32+00:00 May 17th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|

Sometimes, investing can be a lot like fishing.  See how as 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 resolution, 720p HD for slower [...]

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April 2016

Three Minute Trend Talk™ – Nice Catch

By | 2016-11-15T11:26:35+00:00 April 19th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|

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 resolution, 720p HD for slower connections). jwHOt-ZYVes

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Three Minute Trend Talk™ – A Ruler is a Ruler

By | 2016-11-15T11:26:38+00:00 April 5th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary, Trend-Following|

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 resolution, 720p HD for slower connections). eNpTrQRs21M

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March 2016

Three Minute Trend Talk™ – The Bull Bites Back

By | 2016-11-15T11:26:42+00:00 March 21st, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|

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 resolution, 720p HD for slower connections). esBtBiXAXHI

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Savvy Social Security Planning Event

By | 2017-08-31T08:56:23+00:00 March 17th, 2016|Client, Events|

Significant changes are coming to social security and Appleton Group has you covered. To help sort through the changes and meet the April 30 deadline, we're hosting a Savvy Social Security Planning event for our firm's clients and their guests the afternoon of April 7th at Riverview Gardens Community Center. Our advisor team of [...]

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February 2016

Three Minute Trend Talk™ – The Bear Bites

By | 2016-11-15T11:26:53+00:00 February 8th, 2016|Advisor, Ameriprise, Client, Market and Portfolio Commentary|

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 resolution, 720p HD for slower connections). xNctiMWS8Y0

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Wisconsin Select 401(k) Launch Event

By | 2017-08-31T08:56:31+00:00 February 3rd, 2016|Advisor, Client, Events, WISelectAdvisor, WISelectIM|

FOR IMMEDIATE RELEASE: JANUARY 26, 2016 (APPLETON, WI) Appleton Group is pleased to announce the launch of the Wisconsin Select 401(k) Program, an employer-sponsored retirement plan platform comprised exclusively of in-state investment managers, administrators, advisors and plan fiduciaries. This important new retirement plan platform is designed to help Wisconsin-domiciled corporations, non-profits and government entities [...]

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