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Joseph L. Shaefer » Profile |

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.

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. Protect client assets. THis is done by using income holdings, alternative investments like agriculture, energy and natural resources stocks and, occasionally, inverse ETFs. Then, and only then...
3. Seek undiscovered opportunities in undervalued sectors to maximize capital appreciation.
We allocate assets based on geopolitical, demographic, economic and behavioral review. We rebalance 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. We believe this is what allows us to regularly discover excellent investments that others miss.
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 that's what we need, a return to simpler times in understanding and *investing in* the market. As opposed, say, to having no clue, yet day-trading to beat the band! ("Markets always go up, don't they? Just like real estate!")

This is not a new book filled with information on derivatives, CDS's, and other arcane nonsense. (In fact, 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 tome 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 100 copies available for $5.99, plus $2 postage 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 / 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