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.