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).
Election Day is finally here! In what seems like an eternity, the 2-year race for the White House is coming to a close and appears and all bets are off again. Polling has become less reliable as a much larger electorate brings elements into the voting process that simply didn't show up a decade [...]
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 [...]
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 [...]
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).
Markets have taken great comfort in the extraordinary steps being taken by the Federal Reserve and other Central Banks around the world, as well as seemingly unending commitments from Governments to spend whatever sums of capital it takes to revive the global growth economy. The U.S. Federal Reserve is already all in, increasing their [...]
Appleton Group further reduced invested positions yesterday across nearly all risk-managed and hybrid strategies. In our broad asset allocation strategies we have reduced stock market exposure over the past three weeks by approximately 80%, and bond market exposure by nearly 65%. A quick word about the bond market: efforts by central banks such as [...]
Due to recent market turbulence, Appleton Group continues to hold extremely high historic cash positions across all risk-managed and hybrid strategies. For our retired clients and those taking periodic withdrawals, the amount of assets that are insulated from market risk is often enough to last more than 15 years of normal sustainable distributions. This [...]
Following yesterday's steep selloff, world markets have bounced in the early going Friday. Massive fiscal stimulus packages across the globe have been deployed, most notably here in the U.S. and in Germany. Here in the States, the Federal Reserve has ballooned it's balance sheet to at least $5.7 trillion (it was only $500 billion [...]
