I want to share some very exciting news at our firm! For the last 21 years we’ve operated as an independent registered investment advisory firm, and we’re excited to announce that on October 1, will become a part of another well-known company -- Johnson Financial Group. Although separate and distinct companies, Johnson Financial Group [...]
Just like there are traditional, hybrid and electric cars, there are three very similar investment strategies that WE offer: traditional strategies (also known as “buy & hold,”), there are flexible strategies (which are novel and cutting edge in that they automatically adjust as market conditions change), and there are hybrid strategies that combine both [...]
Retirement – it’s something we all look forward to and getting there should be as easy as possible. But today’s economy is challenging, and you need a simple-to-use retirement savings plan that’s built with your employees in mind. After all, it’s a future that we’re all invested in. So discover the Appleton Group 401(k). [...]
Whether you’ve been a client of ours for years or are just starting out, we’ve created this “Beginner’s Guide to Flexible Strategies” to help you better understand how they work, how they’re intentionally different from buy & hold strategies, and how they can best fit into your overall investment portfolio. We’ll also cover their [...]
Educational content for Appleton Group’s flexible and hybrid strategies, Appleton Group 401(k), and Appleton Group Charitable.