Appleton Partners, Inc.

Appleton Answers Webinar January 29, 2025 Women & Wealth Management: Moving Forward After Later in Life Divorce or Loss of a Spouse Join us next month for a webinar with Kelly McKernan, Wealth Manager. This webinar will focus on the need for women to address a myriad of potential financial planning issues in the event of loss of a spouse or later in life divorce. We invite you to join us and encourage you to share with someone you know who could also benefit. Register Here: https://lnkd.in/eZQbfzhR #financialplanning #webinar #womenandwealth

We are excited to announce that our Private Client division is changing its name to Appleton Wealth Management. This identity is designed to better convey the full range of customized solutions offered to individuals, families, and non-profit organizations.     James M. O’Neil, Jr., Managing Director of Wealth Management, emphasized that “over the past few years we’ve made significant investments in our people, infrastructure, and services, and feel the time is right to introduce a new brand - Appleton Wealth Management.  https://lnkd.in/dHRW2egU   #wealthmanagement #financialplanning #legacyplanning #investmentsolutions

Here is our latest edition of the "Appleton Muni Minute," a series of video briefs highlighting topical tax-exempt market themes: https://lnkd.in/eXQek9Zh #munis #yieldcurve #fomc #creditspreads

Appleton was thrilled to partner with Tailored For Success, Inc. for their recent Boots2Suits event which supports Veterans, military spouses and military transitioning into civilian employment. Appleton’s colleagues were on hand to assist Veterans shopping in the career closet. In addition to volunteering at Boots2Suits, Appleton held a company wide donation drive collecting personal care items that were then distributed throughout the day in the career closet. https://lnkd.in/ePx5eE_B #community #volunteer #service

"Even without an election, today’s macro environment would be interesting. Markets are focused on labor weakness and have broadly moved on from inflation concerns. What makes this fascinating, however, is that we think markets have it backward." Read more in our December Monthly Review & Outlook: https://lnkd.in/eBUwF8pV #munis #fed #macro #marketreview

Appleton’s Nate Harris, Director of Municipal Research, and Ryan Tracy, Fixed Income Portfolio Manager, join Gui Costin, CEO of dakota, to discuss Appleton’s Fixed Income Management capabilities. https://lnkd.in/eJEJ3Wkq #munis #yieldcurve #fixedincome #SMA

Nate Harris, Appleton’s Director of Municipal Research spoke with Bond Buyer last week regarding the agreement to end the Longshoremen’s strike: "Obviously, avoiding a prolonged strike is certainly a positive for the ports as well as the national economy," Harris added.

September’s Fed decision was going to be a surprise no matter what, a rarity in the Powell era, with cut expectations closely balanced between the 25 and 50bps camps before the meeting.  Read more in our latest Review & Outlook: https://lnkd.in/eBfZ5ZWQ #fed #munis #credit

Watch our latest edition of the "Appleton Muni Minute," a series of video briefs highlighting topical tax-exempt market themes. #munis #fomc #credittrends https://lnkd.in/ek6jy3i3

"Cyclical change is often clearer after the fact than during the process. Inflation has garnered the lion’s share of economic attention over recent years, the fight against which prompted 11 rate increases from 2022 to 2023..." Read more of our latest Monthly Review & Outlook: https://lnkd.in/e_rwQbxV #inflation #fed #marketreview #munis #creditresearch