Wealth and Risk Management
Topic areas here cover...
Our investment philosophy
Our services and fees
Your Portfolio Managers
Representative portfolio results
Think of this area as a combination of archive and blog. We'll place all kinds of information here. As of April 2013, it's a work in progress but check it every now and again for interesting stories, videos, cartoons and more...
The Investor's Edge ®
For an overview, click on the main topic. Then, if you'd like to see more, click on the drop-down boxes.
This section contains screenshots of some prior issues, with commentary; a link to a site where real subscribers review investment publications; a complete copy of a recent issue; and a short description of Mr. Shaefer's investment classic Bringing Home the Gold.
To gain more insight into how we make decisions for our suggestions in Investor's Edge ® may we suggest you also take a look at the "Other FAQs" section of Wealth and Risk Management Services.
Each month's issue is complimentary to all clients, and available to all via subscription
Other Voices & Links
There are lots of smart investing professionals out there. We aren't stingy -- here are a few of OUR favorites...