Joseph L. Shaefer is the CEO of Stanford Wealth Management, LLC, a Registered Investment Advisor with approximately $30 million in assets under management. A retired General Officer, he spent 36 years of active and reserve military service, the first six in special operations, the next 30 in geopolitical and financial intelligence. He is adjunct professor of Intelligence and Counterterrorism at American Military University.
After learning the business at Kidder, Peabody he started his own brokerage firm in 1976, which was subsequently bought by Charles Schwab. At Schwab, Joe became a Regional, then a Senior, VP, with his final job head of Schwab's Fixed Income Investments. He retired to found Stanford Wealth Management, LLC, in 1990.
Author of the best-selling investment book, Bringing Home the Gold, he is also the editor of Investor’s Edge®, unique among investment letters because Joe draws upon his geopolitical and international business experience to discuss the forces and events that shape the investment arena and recommends those sectors and companies that will benefit most. In the 10 years since inception, the Investor’s Edge® Growth and Value model portfolio is up 245%, while the S&P 500 is down 29%.
He has been featured in Forbes, Barrons, Financial World, the Wall Street Transcript, and numerous other publications, and has been a guest on ABC, NBC, PBS, FNN and CNBC. He professes to no "secret system" or special insider knowledge: just common sense and an open mind, products of having done this for more than 35 years.