The Markets What a ride! Although it was not anything close to resembling the kind of fun that I seek out of life, you have to admire the dynamics at play during the last quarter. It was the first quarter in the history of the S&P 500 that the index experienced a complete bear market(declines [...]
The Markets Over the course of the last month, the global equities markets have fallen into a deep funk, dropping to market levels first seen back in 1998. Through last Friday, the Dow is down -36.3% for the year, the S&P 500 is down 38.8%, while the NASDAQ composite has lost -37.8% of its value. [...]
The Markets It was another wild month on Wall Street as triple digit moves were once again the law of the land. Traders recently came back from the Labor Day break ready to digest a spate of both positive and negative news. On the bullish front, the recent slide in commodities (oil, gold, copper, steel, [...]
Mark Scheffler was named to the list of the 20 Rising Stars of Wealth Management by Private Wealth Management, a publication of Institutional Investor Inc. The stars were nominated by industry peers. The selected individuals met the criteria of having an average client size of $1 million or more in investable assets and have demonstrated [...]
The Markets Following the extended July 4th holiday weekend, stocks returned to their volatile ways, with the Dow Jones Industrial Average trading up or down by 100 points or more each day of the week. On Monday, the Dow traded in a 200-plus point range only to finish slightly lower. The sectors that declined sharply [...]
The Markets Surging energy prices and a new round of credit related issues prompted most of the major averages to sell off last week. After solid advances on Monday and Tuesday, the Dow Jones Industrial Average lost 205.99 points (-1.68%) on Wednesday as part of an across the board sell off following new write-offs from [...]
Principals of Appleton Group Wealth Management LLC announced that the firm's assets under management have exceeded $111 million, an increase of over 27% since the start of 2008. "While many firms are struggling during this difficult market environment, our firm continues to shine." said Mark Scheffler, Senior Portfolio Manager and Founder. "Investors are increasingly interested [...]
The Markets What a week, one that will go into the record books as one of the wildest this year! Last Monday morning, stocks looked ready to crumble under the weight of a slew of grim headlines. After announcing a severe liquidity problem the previous Friday, Bear Stearns (at the time the nation’s fifth largest [...]
The Markets Last week got off to a good start as the Dow Jones Industrial Average jumped 1.4% on Monday propelled by IBM’s strong outlook and renewed hopes for additional interest rate cuts by the Fed. However, the boost didn’t last as stocks headed south for the remainder of the week. Recession fears continued to [...]
Click here to view the article
