Welcome to this Three Minute Talk™ for Tuesday, April 2nd, 2024. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

Just recently, inflation has unexpectedly begun to heat back up, and as a result nearly all investment assets have once again started to turn lower, some strongly and some only modestly. The direction of rates is one of the powerful forces in our system, and it’s worth paying attention to. We do, every day, and I for one think that the Fed may have a big problem on its hands.

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all 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.

Welcome to this Three Minute Talk™ for Tuesday, April 2nd, 2024. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

Just a quick check-in today ahead of the mid-April tax filing deadline in a couple of weeks and to let you know that we’re here to help! As much as we all hate to think about it, it’s important to remember that there’s at least one silent partner in your investment accounts, and sometimes two. I’m talking about Uncle Sam and sometimes your particular State’s Department of Revenue.

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all 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.

Welcome to this Three Minute Talk™ for Tuesday, February 27, 2024 . 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 recent hotter-than-expected read on inflation sent a one-day ripple through the markets as fears are growing that the Fed might have to hold rates higher for longer than expected. Second, money market yields continue to hold at annual rates just a tick above 5.00%. That’s healthy and is an attractive alternative to expected returns on some parts of the equity markets that carry a lot more inherent risk. Lastly, there are a lot of choices you can make while crafting your personal financial plan. But I want to pose to you what I think is the most important question to ask.

Alright, let’s jump right in – three minutes starts now.

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all 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.

Welcome to this Three Minute Talk™ for Tuesday, February 13 , 2024 . I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

Well, 2023 is officially in the books, and you know what? It was a solid year for our clients as a more cooperative market environment helped to produce measurable progress toward both investment and financial goals.

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all 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. 

Welcome to this special edition of On the Right Side of the Market Podcast™ for Wednesday, December 13, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.
For the overwhelming majority of our clients, the issue of estate planning is critical. Whether it’s a simple will or a more complex trust, the wealth you’ve accumulated needs to be well-tended and well-managed, and at some point in the distant future needs to be distributed at the end of your life. The reality is that none of us will live forever; but what if in a meaningful way you could? What if your life’s work and the wealth you’ve accumulated could in a very real way provide support for the people and issues that matter most to you? It absolutely can, and the way that you can accomplish this is by working with an attorney and choosing to work with a corporate trustee. 

We’re joined today by Anita Resch, Senior VP of Wealth with Johnson Financial Group in Green Bay. Anita, welcome to our podcast!

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all 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. 

Welcome to this Three Minute Trend Talk™ for Thursday, December 7, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group. Our flexible investment allocations have definitely tilted in a more assertive direction, with on-target exposure to all assets we want to own. That’s a big change from just a month or so ago. And as we work our way to the end of 2023, Peter and I have been pleased with the performance of our core flexible strategies and hybrids this year. We often compare our outcomes to either the returns you can get from risk-free investing or to the returns from static strategies that don’t adjust like ours do. And against both options, our flexible and hybrid strategies are having a great year.

OK let's jump right in - three minutes starts now...

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all 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. 

Welcome to this Three Minute “Thanks” Talk™ for Tuesday, November 21, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

Without a doubt, my favorite episodes of these podcasts have been the Thanksgiving editions. It’s my favorite holiday – truly – because it’s really one that I think should be celebrated not just on a Thursday near the end of November but every day. Gratitude is tops in my book of human virtues – it makes every moment of every day feel special - and I’ve got this year’s list of things for which I’m especially thankful ready to go...

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all 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. 

Welcome to this Three Minute Trend Talk™ for Tuesday, November 7, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group.

Two weeks ago I said that once the Fed see evidence of a slowing economy they’d signal it to the markets and the response would be immediately positive. They saw just that, they said so, and the response was exactly as predicted. But it’s important to be clear that the pressure release on the markets last week still only brought much of the market closer to breakeven for the year. 

Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all 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.