Mark Scheffler, AIF® (Advisors of Appleton Group), and Rob Macklin (Epiphany Law) co-host this brief post on best practices for helping Wisconsin Non-Profits and their Board Members navigate the dynamic markets of the era of Covid 19. Learn how Appleton Group Charitable and Epiphany Law are helping improve endowment outcomes, reduce investment risk [...]
Grace Petry hosts this Introduction to Pooled Employer Plans (PEPs). With a Pooled Employer Plan organizations such as Chambers of Commerce can offer an important shared services benefit to their members, strengthen your member relationships, and offer a significant benefit to individual plan participants.
More than ever, non-profit leaders need better tools to successfully manage their organization’s endowment assets. In the era of COVID 19, strategies that may have worked in the past may now unintentionally expose your endowment to unprecedented risks and liabilities. Join Epiphany Law and Appleton Group Charitable for a candid discussion about what [...]
Phillip Knisely hosts this Introduction to Pooled Employer Plans (PEPs). With a Pooled Employer Plan organizations such as Chambers of Commerce can offer an important shared services benefit to their members, strengthen your member relationships, and offer a significant benefit to individual plan participants.
Following strong positive moves for global markets in May and early June, our read is that markets are now significantly overbought. clearTREND identifies "overbought" conditions during which markets have gotten ahead of themselves and whether a short-term pullback is likely. It also measures "oversold" conditions which can help to determine if a downward move [...]
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 managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).
During this period of extraordinary market upheaval, Appleton Group is taking the unprecedented step of disclosing our current approximate offensive vs. defense investment allocations for all of our Private Client Risk-Managed Strategies, Age-Based Hybrid Strategies, and Traditional Risk-Accepting Strategies. View Current Allocations
Positive signs of market stability have been springing up over the past two weeks and have brought Appleton Group's core asset allocations back to a more neutral posture. We call them "Green Shoots" and are aptly named because just like in Spring, flowers pop up as buds before they eventually bloom. On balance, we're [...]
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 managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).
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 managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).
