Joseph L. Shaefer is the CEO and Chief Investment Officer of Stanford Wealth Management, LLC, a Registered Investment Advisor.
Retired senior executive of Charles Schwab and Co. Retired (36 years) active and reserve military service -- six in special operations, the next 30 in the intelligence ...
more Joseph L. Shaefer is the CEO and Chief Investment Officer of Stanford Wealth Management, LLC, a Registered Investment Advisor.
Retired senior executive of Charles Schwab and Co. Retired (36 years) active and reserve military service -- six in special operations, the next 30 in the intelligence community. Global geopolitical analyst, human intelligence officer, attache, etc.
Author -- investment book Bringing Home the Gold
Editor -- The Investor’s Edge®. In the 15 years from inception through year-end 2014, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,060,647. That same $250,000 invested in the S&P 500 rose to just $417,992, including ...More dividends. (Past results are no guarantee of future performance.)
Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
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Latest Comments
What Special Forces Can Teach Us About Investing
Thank you for that information, sir. I'll have to get my copy of Horse Soldiers when I return to the States and see if that photo is in there!
Is It Time To Buy Oil Companies Again?
I consider oil and gas to be Nature's Batteries, compacted long ago to be used wisely until we can make the transition to renewables...
Is It Time To Buy Oil Companies Again?
Hi Joe E,
Yes, dividends are nice but I want them as icing on the cake. I seek companies that are likely to increase their dividends as their businesses grow. Regrettably, in my analysis the four you mention look most likely to slash their (what I consider, reviewing their fundamentals) unsustainable dividends rather than increase them!
Is Amazon The Canary In The Market's Coal Mine?
I expect to see profit-taking by insiders; when I was a senior exec at Schwab I regularly diversified even though Schwab stock was quite "hot" back then. But it would be nice to see at least one insider buy, wouldn't it?!
I'm not knowledgeable enough about Alibaba's offering to know if it poses a serious threat to AMZN -- I only know that, in the aggregate, those threats will continue to mount. Amazon isn't the only company these days with a good-sized cash hoard...
Is Amazon The Canary In The Market's Coal Mine?
Thank you, Carol. With a hoard of cash cheaper than the US Govt had to pay at the time, he can keep dragging the owners along, but sooner or later I believe they will fall flat on their faces. Ouch.
What Special Forces Can Teach Us About Investing
We'll agree to disagree, Planns. Everything I have done for 40 years is investing, not trading, and I find each of the above virtues/vices/points essential to maintaning the dicipline to do it well -- and with great passion!
What Special Forces Can Teach Us About Investing
Thank you, sir. We'll do better to make article headlines that leap out at you going forward! ;>) And thank you for your kind remark, Best, JS
What Special Forces Can Teach Us About Investing
Thank you, Ms. Radcliffe. Regrettably, for most people analogies are easier to come by than the discipline needed to implement the strategy!
Best, JS
What Special Forces Can Teach Us About Investing
Thank you, Mr. Caubergh. I hope to continue to provide some value to this forum!
What Special Forces Can Teach Us About Investing
Portfolio management?
:>)
(My military service was less a profession than a calling; it's just what I believed it was appropriate to do. This country has given us such opportunities; that's just my small way to say thank you. Portfolio management -- ah, now THAT'S a dangerous business, what with dark pools and millisecond trading, ups and downs, and the slings and arrows of outrageous fortune waiting around every bend!)