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Joseph L. Shaefer

ABOUT
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. His firm believes that <risk> management is every bit as important as <wealth> management, so their approach is to analyze the geopolitical, macroeconomic and sentiment indicators first, determine where we are in the secular cycle, and then select asset classes, sectors and individual securities.

Author of the investment primer Bringing Home the Gold, Joe is also editor of Investor’s Edge®. In the 14 years from inception (1999) ...More
SNAPSHOT
  • Description: Registered investment advisor. Trading frequency: Monthly
  • Interests: Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, REITs, Stocks - long, Stocks - short, Tech stocks
COMPANY
Stanford Wealth Management LLC The three pillars that guide us are... 1. Simplify. First we look to create a logical and coherent portfolio for clients, not merely a collection of stocks chosen from the most interesting articles or websites. 2. Manage risk. This is done via a thorough review of ten different risk factors inherent in ...More
BLOG
The Investor's Edge No blog -- but our website features occasional commentary! ...and you can see our work in The Investor's Edge, as well.
Book
Bringing Home the Gold This book was written a year or so after the "Crash of '87" -- to provide a discipline for valuing and investing in the market. This is not some ponderous tome about things the average investor has no access to, like derivatives, CDS's, dark pools and other arcane nonsense. (But in a harbinger of what was ...More
LATEST STOCKTALK more »
On this date 24 years ago the market fell 22% in a single day. (The new millennium has nothing on the old when it comes to volatility...) Oct 19, 2011