Welcome to this Three-Minute Trend Talk for Thursday, June 1st 2023. Appleton Group is an experienced investment manager serving more than 270 families both here in NE Wisconsin and across the country. We’re also a seasoned financial planner, and Samantha Kolb from our advisor team joins us today to give a quick update on our Social Security optimization capabilities.

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.