Feb 28 2020

Quick Comment – Appleton Group Takes Steps to Reduce Client Risk

By |2020-02-28T07:40:47-06:00February 28th, 2020|

Over the past two days, Appleton Group has taken pre-emptive steps to reduce market exposure across our risk-managed and hybrid asset allocation strategies. While markets are still demonstrating overall rising trends, the sudden downturn means that many trendlines have now been crossed. World markets have failed to stabilize in response to global Corona virus [...]

Dec 3 2019

Quick Comment – November Fed Surprise

By |2019-12-03T09:05:49-06:00December 3rd, 2019|

November was a solid month for the markets and for all of Appleton Group’s managed portfolios. But the market appreciation wasn’t for the reason you might think, and it’s an important thing to note. In late October, the Federal Reserve did something very quiet but really important: it injected significant additional liquidity into the [...]

Dec 18 2018

Three Minute Trend Talk™ – What We Know

By |2018-12-18T14:29:46-06:00December 18th, 2018|

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). LtwRqImh-Dg [...]

Jun 5 2018

Three Minute Trend Talk – June 2018 Update

By |2018-06-05T10:00:57-05:00June 5th, 2018|

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). uBFmCbfxBj8 [...]

Oct 3 2017

Appleton Group Cybersecurity FULL Presentation

By |2017-10-03T11:28:42-05:00October 3rd, 2017|

Cybersecurity is in the news almost every day, and we've prepared both a summary presentation and a full presentation on what we're doing to protect your identity, assets and privacy.  THIS IS THE FULL PRESENTATION. Select 1080p HD for best resolution, 720p HD for slower connections.     CLICK HERE for the SUMMARY [...]

May 2 2011

Current Market Trends – 5/2/2011

By |2011-05-03T10:04:51-05:00May 2nd, 2011|

As has been the case for the last seven months, the market continues to be in the midst of a sustained, rising price-trend environment.  This has been ideal, as it reflects the reality that the markets as a whole continue to be normal, they are experiencing more positive days and weeks than negative ones, and the risks of owning equities right now [...]

Apr 4 2011

Current Market Trends – 4/5/2011

By |2011-04-05T08:54:37-05:00April 4th, 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 [...]

Feb 3 2011

Current Market Trends (2/2/2011)

By |2011-07-11T13:45:21-05:00February 3rd, 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 [...]

Dec 23 2010

Year-End Rally Continues

By |2011-01-03T11:33:11-06:00December 23rd, 2010|

Since the elections back in early November, two market-related events stand out: First, practically every at-risk asset in the marketplace (such as domestic and foreign equities, real estate, commodities, etc.) has demonstrated a strengthening, rising price trend.  Second, the fuel for this advancing market has come at the expense of most fixed-income assets (particularly federal [...]

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