Welcome to this Three Minute Trend Talk™ for Thursday, October 19, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

In case you’re in a hurry, here are three things to know right now. First, the market has become significantly less predictable over the past few weeks as interest rates have charged higher and then fell back late last week. It’s prudent to be cautious heading into an earnings season that will undoubtedly amp up volatility. Second, we’re in kind of a strange market environment right now where bad news is actually helpful from an economic standpoint. That shouldn’t make sense and I hate to even mention it, but since the Fed is trying to slow down the economy and inflation, any outside events that are disruptive could actually be taken by the markets as a positive. Lastly, Appleton Group’s integration with Johnson Financial Group has been going extremely well, with nearly all of our operating systems being already fully integrated. Our clients have told us that a smooth transition without disruption is best, and that’s exactly what we’re committed to delivering.

OK let’s jump right in – 3 minutes starts now.

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).

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Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. Please consult your personal registered investment advisor representative for additional information, including historic performance for any of the strategies mentioned in this presentation and a copy of our current Form ADV.