Welcome to this Three Minute Trend Talk for Thursday, September 21, 2023. I'm Mark Scheffler, CEO and founder of Appleton Group.
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 was founded by the same family that started the S.C. Johnson family of companies more than 130 years ago...
Mark Scheffler, AIF® and CEO of Appleton Group LLC (an SEC-Registered Investment Advisor) 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). Investing involves risk. 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. Click here to view our current ADV disclosure document.
