Nov 10 2022

Three Minute Trend Talk™ – Things Suddenly a Bit Better

By |2022-11-10T12:37:20-06:00November 10th, 2022|

This morning’s read on inflation showed real progress being made in stabilizing prices, albeit still at higher levels than a year ago. But any progress is welcome and the markets are responding nicely. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used [...]

Nov 1 2022

Discover Appleton Group 401(k)

By |2023-06-15T10:41:52-05:00November 1st, 2022|

Retirement – it’s something we all look forward to and getting there should be as easy as possible. But today’s economy is challenging, and you need a simple-to-use retirement savings plan that’s built with your employees in mind. After all, it’s a future that we’re all invested in. So discover the Appleton Group 401(k). [...]

Oct 25 2022

Three Minute Trend Talk™ – A Different World

By |2022-10-25T14:50:18-05:00October 25th, 2022|

We recognize that the world is quite a bit different today than it was a year ago, with an incredibly strong labor market, global inflation as high as it is and with the war in Ukraine continuing. And in response to a changing market environment, we've made a few minor strategy modifications worth noting. [...]

Oct 11 2022

Three Minute Trend Talk™ – A Brighter Future is Ahead

By |2022-10-11T13:45:31-05:00October 11th, 2022|

I want to take a moment to offer my thoughts not so much on where we are with the economy and the markets but rather where I think we’re headed as we round out a very challenging 2022 and look forward to 2023 and beyond. But let me start by saying that I believe [...]

Oct 7 2022

Audiobook to Launch on Audible, Amazon, and iTunes

By |2023-06-15T11:16:40-05:00October 7th, 2022|

The severe market declines of 2008 and a lost decade of no net growth have challenged investors to rethink the assumptions that were once commonplace. And the issue of market risk is still with us today. While stocks, real estate and commodities have all experienced periods of great boom, they have also experienced periods [...]

Sep 27 2022

Three Minute Trend Talk™ – Broken Bonds

By |2022-09-27T11:14:03-05:00September 27th, 2022|

To see just how unpredictable this year’s market has been, we only need to look at the unusual declines in inflation-protected treasuries (TIPS). The idea is that when inflation is high, the interest rates on these bonds are reset at a higher rate to compensate for any inflation that exists in the economy. But [...]

Sep 22 2022

Three Minute Trend Talk™ – A Trip Down Memory Lane

By |2022-09-22T12:29:11-05:00September 22nd, 2022|

One of my big projects for the week is that my 2009 book titled “On the Right Side of the Market” will be hitting the audio bookshelves next week on Audible and it’s been a rewarding trip down memory lane as I’ve been narrating the book myself. Re-reading the book has reinforced that while [...]

Sep 14 2022

Three Minute Trend Talk™ – Wild Swings Continue But We’re Still Defensive

By |2022-09-14T09:03:29-05:00September 14th, 2022|

Market volatility continues to be high, with wild swings both up and down. We're far away from where we want to be invested right now, and that's on purpose. Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group [...]

Sep 12 2022

Beginner’s Guide to Flexible Investment Strategies

By |2023-06-15T10:42:35-05:00September 12th, 2022|

Whether you’ve been a client of ours for years or are just starting out, we’ve created this “Beginner’s Guide to Flexible Strategies” to help you better understand how they work, how they’re intentionally different from buy & hold strategies, and how they can best fit into your overall investment portfolio. We’ll also cover their [...]

Aug 29 2022

Three Minute Trend Talk™ – Gravity & Slingshots

By |2022-08-30T13:32:07-05:00August 29th, 2022|

NASA is headed back to the moon with the Artemis I mission, and will have to escape the earth’s gravity and use the gravity of the moon to slingshot back. What does that have to do with investing? Stay tuned… Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic [...]

Go to Top