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Joseph L. Shaefer » Profile

Joseph L. Shaefer is the CEO and Chief Investment Officer of Stanford Wealth Management, LLC, a Registered Investment Advisor. A retired General Officer, he spent 36 years of active and reserve military service, the first six in special operations, the next 30 in intelligence. He is professor of Global & Security Studies (Intelligence, Counterterrorism, Illicit Finance, etc.) at American Public University / American Military University.

After learning the securities business at Kidder, Peabody, Joe started his own discount brokerage firm in 1976, which was taken over by Charles Schwab & Co. in 1979. 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 investment primer Bringing Home the Gold, Joe is also editor of Investor’s Edge®. In the 10 years from inception to 2008, the Investor’s Edge® Growth and Value model portfolio is up 245%, while the S&P 500 is down 29%. (See results through 1st half 2009 at http://stanfordwealth.intuitwebsites.com.)

Joe 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.

Stanford Wealth Management strives to manage risk and to manage wealth.

In that order.

Joseph L. Shaefer's Company

Stanford Wealth Management LLC
The three pillars that guide us are...

1. Simplify, simplify. You don’t need 3 different index funds on the S&P 500 or 5 different brokerage relationships. Simplify to succeed.

2. Manage risk. This is done via a thorough review of ten different risk factors inherent in equity and debt investing. From this analysis, we develop a core diversified portfolio which is rebalanced based upon percentage deviation from standard and by using income holdings, low-beta investments, and broad-based ETFs.

3. Seek undiscovered opportunities in undervalued sectors to maximize capital appreciation.

We allocate assets based on geopolitical, demographic, economic and behavioral review. We re-balance portfolios as appropriate. We buy quality firms that are often not well-covered by other firms, preferably when they are beaten down by some short-term event.

Because of a problem uploading charts to our primary website, we have placed our 10-year results through the end of the first half of 2009 here: http://stanfordwealth.intuitwebsites.com. We hope to have this problem resolved shortly...
Visit http://www.stanfordwealth.com »
Company Contact Details
Phone Number:
1 800 253-2088
Location:
Nevada; USA
Web URL:
http://www.stanfordwealth.com

Joseph L. Shaefer's Book

Bringing Home the Gold This book was written in simpler times -- and maybe a return to simpler times is needed to understand and *invest in* the market.

This is not some ponderous tome about things the average investor has no access to, like derivatives, CDS's, and other arcane nonsense. (But in a harbinger of what was to come, Mr. Shaefer warned against such Wall Street trash 20 years ago.) The book was a best-seller in 1989, published in both the US and Japan.

You might consider a 20-year-old book outdated -- but you might want to read this simple, straightforward, common-sense primer before you make that decision. This is a book about *investing* the old-fashioned way -- doing your research, allocating wisely, selecting appropriate sectors and rebalancing effectively.

There are exactly 84 copies available for $8.99, delivery included, and, if you like, autographed by the author. Please state the name you'd like it inscribed to if you want an autographed copy. [Cheapest price for a new copy on Amazon is $19. Cheapest price for an autographed copy is $29. And the cheapest price for a used copy, unsigned, is 11 cents -- plus, of course, "shipping and handling!"]

Send an e-mail to bringinghomethegold@stanfordwealth.com or call 800 253-2088. We wish you much success in your investing endeavors,

Heather W. / Stanford Wealth Management
Visit http://www.stanfordwealth.com »
Articles by Joseph L. Shaefer »
Snapshot
  • Financial advisor
  • Trading frequency: Monthly
Interests:
  • Dividends & Income
  • ETFs
  • Real Estate and REITs
  • Stocks - long
  • Stocks - short
  • Tech Stocks