Seeking Alpha

Joseph L. Shaefer

Joseph L. Shaefer is the CEO and Chief Investment Officer of Stanford Wealth Management, LLC, a Registered Investment Advisor.

Joe retired as a senior executive at Charles Schwab and Co. to found Stanford Wealth Management, LLC, in 1990. He also spent 36 years in a very different leadership role: both active and reserve military service, the first six in special operations, the next 30 in intelligence, retiring as a Brigadier General. The geopolitical experience and purview gained in those roles provides a more balanced, thoughtful and competent view of the risks and opportunities both in the US and beyond.

Stanford Wealth Management is both a risk manager and a wealth manager. Opportunities abound, ...More
  • Description: Registered Investment Advisor (RIA). Trading frequency: Monthly
  • Interests: Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, Mutual funds, Stocks - long, Stocks - short, Tech stocks
Stanford Wealth Management LLC What makes our firm different from other RIAs? (1) We are a boutique firm by choice. We currently provide customized asset allocation and security selection to 56 clients. We limit our client base to 75. (2) We believe capital preservation is primary. Opportunities come and go. Not losing capital ...More
The Investor's Edge Our website features a complimentary recent copy of Investor's Edge, complete with our 15-year track record.(Following our Model Portfolios since we created them at the beginning of 1999 through the last full year, 2013, as a subscriber following these portfolios, you would have turned $400,000 into ...More
Bringing Home the Gold (c) 1989, Bringing Home the Gold was Dow Jones' "Big Book" of 1989 in both the US and Japan. You might consider a 25-year-old book outdated -- but you might want to read this straightforward, common-sense primer before you decide! This is a book about *investing* the old-fashioned way -- doing your ...More
Four For The Long Term, Two For Today 4 days ago