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Joseph L. Shaefer
Joseph L. Shaefer
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Joseph L. Shaefer
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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 through year-end 2012, the two Investor’s Edge® model portfolios increased in value from $400,000 to $1,403,934. That same $400,000 invested in the S&P 500 rose to just $527,596. (Including dividends. Past successes are no guarantee of future performance.)
Here are a couple recent reviews of our work from the website Stock Gumshoe, which we believe is the only website where the newsletter's actual subscribers review the publication:
"Investor’s Edge is probably the best stock newsletter that I’ve read. What I appreciate most about this letter is Joe Shaefer’s honesty and humility, as well as the education he provides... His approach to investing is clear and consistent- looking for high quality companies at a good value."
"Most thoughtful and inspiring investment newsletter I have found in my 62 years. Shaefer brings an exceptionally broad array of knowledge and real-world experience to the table and applies it with precise expertise; expertise that is rarely shared with the average investor."
"Investor’s Edge is a well written, direct, and concise newsletter. Joe Shaefer gives you his candid assessment of the market and he then gives you a prediction of where the market is heading. After that, he talks about the changes in his suggested portfolios. All-in-all, a quick easy read that packs a lot of information in relatively few words."
If you'd like to see all reviews of all the newsletters Stock Gumshoe, as well as editor Travis Johnson's wonderfully incisive and iconoclastic reviews of and insights about those 20-page mailers or e-mails we get every day touting this or that next big thing, visit stockgumshoe.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.
After learning the securities business at Kidder, Peabody, Joe started his own discount brokerage firm in 1976, which he merged into Charles Schwab & Co. in 1979. At Schwab, Joe became a VP, then Regional, then Senior VP, with his final job the 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 14 years from inception (1999) ...More through year-end 2012, the two Investor’s Edge® model portfolios increased in value from $400,000 to $1,403,934. That same $400,000 invested in the S&P 500 rose to just $527,596. (Including dividends. Past successes are no guarantee of future performance.)
Here are a couple recent reviews of our work from the website Stock Gumshoe, which we believe is the only website where the newsletter's actual subscribers review the publication:
"Investor’s Edge is probably the best stock newsletter that I’ve read. What I appreciate most about this letter is Joe Shaefer’s honesty and humility, as well as the education he provides... His approach to investing is clear and consistent- looking for high quality companies at a good value."
"Most thoughtful and inspiring investment newsletter I have found in my 62 years. Shaefer brings an exceptionally broad array of knowledge and real-world experience to the table and applies it with precise expertise; expertise that is rarely shared with the average investor."
"Investor’s Edge is a well written, direct, and concise newsletter. Joe Shaefer gives you his candid assessment of the market and he then gives you a prediction of where the market is heading. After that, he talks about the changes in his suggested portfolios. All-in-all, a quick easy read that packs a lot of information in relatively few words."
If you'd like to see all reviews of all the newsletters Stock Gumshoe, as well as editor Travis Johnson's wonderfully incisive and iconoclastic reviews of and insights about those 20-page mailers or e-mails we get every day touting this or that next big thing, visit stockgumshoe.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.
After learning the securities business at Kidder, Peabody, Joe started his own discount brokerage firm in 1976, which he merged into Charles Schwab & Co. in 1979. At Schwab, Joe became a VP, then Regional, then Senior VP, with his final job the head of Schwab's Fixed Income Investments. He retired to found Stanford Wealth Management, LLC, in 1990.
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
equity and debt investing. From this analysis, we develop an individualized core portfolio which is diversified and rebalanced as appropriate.
3. Then, and only then, seek opportunities in undervalued sectors to maximize capital appreciation and dividend return.
We allocate based on geopolitical, demographic, economic and sentiment review. We re-allocate portfolios when market conditions change. We buy quality firms that are often not well-covered by other firms, preferably when they are beaten down by some short-term event.
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
to come, Mr. Shaefer warned against such Wall Street trash 20 years ago.) Bringing Home the Gold was Dow Jones' "Big Book" of 1989 in both the US and Japan.
You might consider a 20-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 research, allocating wisely, selecting appropriate sectors and rebalancing effectively.
It is now out-of-print, but a recent move uncovered a box of 50 copies. 43 remain. We will give you a book autographed by the author for $10.79, plus shipping of $2.96 (total $13.75).
Be sure in your e-mail to tell us how you'd like your copy autographed (just the first or last name you'd like Mr. Shaefer to write when inscribing your copy -- we might have difficulty getting him to write, "To Tom, my oldest and smartest friend, who taught me everything I know about investing!")
Send an e-mail to inquire@stanfordwealth.com or call 800 253-2088. We wish you much success in your investing endeavors,
Heather W. / Stanford Wealth Management
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