January 2016

Quick Comment – Markets at Critical Juncture

By | 2016-11-15T11:27:01+00:00 January 21st, 2016|Advisor, Client|

The recent wild market swings continue this week as soothing comments out of Europe have revived hopes of additional stimulus as soon as next month.  In our firm's risk managed strategies, we've held no exposure this year to foreign emerging markets (down -13.15% YTD) and we've eliminated exposure to foreign developed markets (-11.58% YTD) several [...]

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Wisconsin Investment Managers Mini-Conference 2016 – LOCATION CHANGE NOTICE

By | 2016-11-15T11:27:05+00:00 January 14th, 2016|WISelectIM|

Due to a significant increase in participant registration, the location for this conference has been changed to: Riverview Gardens Community Center 1101 S. Oneida Street Appleton, WI  54911 In our state, there currently exist more than 26,000 company retirement plans sponsored by employers who are headquartered in [...]

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Quick Comment – Challenging Start to the Markets for 2016

By | 2016-11-15T11:27:09+00:00 January 7th, 2016|Advisor, Client, Quick Comment|

The markets are demonstrating significant turbulence to start 2016, led lower by overseas markets and a continued rout in commodity prices.  Concerns over economic growth, the future of Fed stimulus, currency devaluations by China, as well as geopolitical concerns have all contributed to market weakness.  It's been a perfect storm to start the New Year. [...]

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Appleton Group Proud to Sponsor Wisconsin Public Television, Radio

By | 2016-11-15T11:27:13+00:00 January 6th, 2016|Advisor, Client|

Appleton Group is proud to announce our ongoing support for two popular state institutions during 2016: Wisconsin Public Television and Wisconsin Public Radio. Fans of Downton Abbey, Sherlock and the PBS Newshour have likely seen our recently produced video spot, but if you haven't you can see it here: y26fOzhzxMA   As longtime fans [...]

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Three Minute Trend Talk™ – Welcoming in 2016

By | 2016-11-15T11:27:18+00:00 January 5th, 2016|Advisor, Client|

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). vAP6Dej9FCo

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December 2015

Three Minute Trend Talk™ – Whipsaw

By | 2016-11-15T11:27:21+00:00 December 14th, 2015|Advisor, Client|

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). 4ttGyWvouw4

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Three Minute Trend Talk™ – Commodity Crash

By | 2016-11-15T11:27:25+00:00 December 8th, 2015|Advisor, 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). j7TH20K8b88

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Ameriprise Exclusive Event – An Early Christmas Present from clearTREND®

By | 2017-08-31T08:56:42+00:00 December 3rd, 2015|Ameriprise, Events|

Season's Greetings from Appleton Group! We know it's still a bit early, but we wanted to reach out to remind you of an upcoming special event available exclusively to the Ameriprise advisor community.  We're hosting a holiday open-house at our firm to unwrap our cutting-edge trend calculator, clearTREND®. While most investment managements never allow even [...]

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November 2015

Happy Thanksgiving from The Appleton Group

By | 2016-11-15T11:27:36+00:00 November 25th, 2015|Advisor, Client|

Our American tradition of recognizing the great bounty of the harvest season is as old as our country itself.  So we take a moment to give thanks for the many blessings of our lives, not just today but everyday.  View this special Thanksgiving message from all of us at The Appleton Group (select 1080p HD [...]

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