That was the theme for Morningstar’s premier ETF Invest Conference that was recently held in Chicago, Illinois. Morningstar gathered industry experts to explore and discuss the latest trends and usage of ETFs. ETFs, short for exchange traded funds, are a hot topic in the financial industry. According to Morningstar, there is dramatic growth in this [...]
The Markets The market volatility continues over these summer months with triple digit moves both up and down being the norm. The S&P 500 Index, a useful gauge for the markets as a whole, has moved back to near breakeven for the year which is at the mid-point of its 2010 range. In late April [...]
The Markets On the heels of a tough month of May, stocks continued to slide through much of June. The Dow Jones Industrial Average, which declined by -7.9% during May, shed an additional -3.2% in the first week of June but rebounded +6.5% over the next nine sessions. During this period, the Dow traded on [...]
The Markets May proved to be a rough month for the bulls as the global markets suffered their worst monthly percentage losses since February 2009. Coming into the month, all major market segments were continuing to produce slow steady gains. But it was largely downhill for the month as the markets closed lower on fourteen [...]
The Markets The markets continued their slow and steady rise in April as most of the major averages posted advances for the month. On the heels of a solid March, the Dow Jones Industrial Average charged ahead setting nine new recovery highs for the month. Despite a retreat in the waning days of April, the [...]
After a break in our monthly market commentary publishing schedule to allow for the reading of my new book, On the Right Side of the Market, I’m pleased to publish our first market commentary of the new year (and of the new decade)… The Markets I continue to believe in the importance of the big [...]
All three of the Core Portfolios managed by Appleton Group Wealth Management LLC, a Registered Investment Advisor headquartered in Appleton Wisconsin, have received 5-Stars, Morningstar's highest possible rating for separate account managers. Morningstar rates separately managed accounts from one to five stars based on how well they have performed in comparison to their peers. Each [...]
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. While stocks and real estate and commodities have all experienced periods of great boom, they have also experienced periods of great bust, and many investors have experienced it all with [...]
The Markets Another good month for the markets, as investors appear to looking beyond the bad economic news and toward a late-year recovery. The month of May sported meaningful gains for all major market segments, with the Dow Jones Industrial Average ahead by 4.06%,the S&P 500 better by 5.31% and the NASDAQ 100 ahead by [...]
The Markets After recovering off the March lows, stocks largely held their ground for the month of April. The Dow Jones Industrial Average kicked off the month on the heels of its best four week percentage gain since the great depression. What goes down must go up eventually, right? From March 6 through April 3, [...]
