Market Update – October 4, 2011

The start of the 4th quarter is decidedly bearish, with the first two days seeing significant market losses. Our managed portfolios continue to hold extreme cash and bond positions which is helping to significantly limit the amount of deterioration seen in the first few days of the quarter. Click here to access our current view of […]

By |October 4th, 2011|Market and Portfolio Commentary|0 Comments

Market Commentary – 8/31/2011

Goodbye August, and not a moment too soon.  The volatility demonstrated for the month was astounding: out of the 23 days the markets were open, the Dow Jones Industrial Average moved by triple digits (either up or down) 16 of those days.  The best single day was a gain of +3.98%, and the worst day […]

By |August 31st, 2011|Market and Portfolio Commentary|0 Comments

Tipping Point – 2011

I’d like to talk to you for a moment about my lawn.  Back in 2003, my family purchased one of the great “old ladies” of Appleton, an 1893 Queen Anne Victorian complete with a wrap-around porch, a turret, and even the ghost of a former teacher (Mae Webster).  Yes, the house was in need of […]

By |August 4th, 2011|Market and Portfolio Commentary|0 Comments

Current Market Trends – 4/12/2011

Earnings season is upon us once again, with a few companies schedule to release quarterly profit reports, revenues and their own forecasts in the coming week.  By perhaps the best measure, the market has already priced in much of the current economic recovery: the current modified price to earnings ratio (PE/10) for the S&P 500 index is […]

Current Market Trends – 4/5/2011

Another good couple of weeks for the markets and for all of our managed portfolios.  With the current market environment being quite cooperative, we continue to be nearly fully invested in all major market segments, including U.S. dividend-paying equities, U.S. growth equities, foreign emerging markets, U.S. real estate, commodity-based equities, and high-yield fixed income.  Positions […]

Current Market Trends (2/2/2011)

Generally speaking, each of the ETFs used in Appleton Group Wealth Management’s core portfolios (Appleton Group Portfolio, Appleton Group PLUS Portfolio, and Appleton Group Tax Managed Growth Portfolio) is demonstrating a supportive rising price trend at the present time.

The market has remained cooperative over the past four months or so, and as such we have continued to remain […]

By |February 3rd, 2011|Market and Portfolio Commentary|0 Comments

AGWM Among Top 20 Rising Stars of Retirement Plan Advisors

Mark Scheffler, founder and senior portfolio manager of Appleton Group Wealth Management, was named to the list of the 20 Rising Stars of Retirement Plan Advisors in the September issue of Institutional Investor magazine. The stars were nominated by industry peers. They were selected based on an age criteria of 40 years or under, and […]

By |September 1st, 2007|Company-Sponsored 401(k)s, In the News|0 Comments

Fox Cities Chamber of Commerce and Industry Presents AGWM with 2006 Rising Star Award

The Appleton Group LLC is the proud recipient of The 2006 Rising Star Award. The award was presented to The Appleton Group at the Fox Cities Chamber Small Business lunch. “Being recognized by the Fox Cities Chamber of Commerce and Industry is humbling, but we’re just getting started,” said Mark Scheffler, Senior Portfolio Manager and […]

By |June 1st, 2006|In the News|0 Comments

Tech stocks reeling…


A cautious outlook by Cisco Systems on Wednesday sent tech stocks reeling and pushed the NASDAQ to its lowest level since January 2, 2004 and its largest one-day percentage drop in two months. However, the NASDAQ’s decline held at its 50-day SMA, 2014. Both the Dow Jones Industrial Average and the NASDAQ managed to recoup and both were able to finish out the week on a positive note with the Dow breaking a two-week slide. For the week the Dow Jones Industrial Average tacked on 105 points (+1.0%) and ended at 10593. The NASDAQ posted a strong finish to the week but still managed to lose 2 points for the week (-.10%) to close at 2064. […]

By |February 9th, 2004|Market and Portfolio Commentary|0 Comments

Investors see few reasons to pile into stocks at this point…


Amid a backdrop of rising Indian Pakistani tensions over Kashmir, ongoing accounting concerns, and an anemic profit recovery, investors see few reasons to pile into stocks at this point. For the week, the Dow Jones Industrial Average fell below the 10,000 mark losing 181 points (-1.8%) and closed at 9,923. The NASDAQ staggered through the week closing down on three of the four trading days and ended the period down 46 points (-2.8%) at 1615. […]

By |June 3rd, 2002|Market and Portfolio Commentary|0 Comments