History

Schaeffer's History | Bernie Schaeffer's Biography
Bernie Schaeffer At a Glance
Market-Timing Accuracy | What Others Are Saying

Schaeffer's Investment Research, Inc., is a research-driven provider of investment research and recommendations featuring a unique, time-tested analysis of investor expectations. Schaeffer's, a Cincinnati-based publisher, produced its first newsletter for investors in 1981.

What began as two employees, a kitchen table and one newsletter has grown into an investment publications business with more than 65 employees, our several signature newsletters, an award winning website, and over 30 electronically delivered stock and options alert services. Schaeffer's has developed into a force on Wall Street with tens of thousands of subscribers.

Over the past twenty-three years, Chairman and CEO Bernie Schaeffer and Schaeffer's Investment Research have been recognized as leaders in options and sentiment analysis. In 2004, Bernie was honored as the recipient of the Traders' Library, Trader's Hall of Fame Award for his significant contributions and ongoing commitment to the field of options. Bernie was also awarded the Market Technicians Association's "Best of the Best" award for his contributions in the field of Sentiment/Psychological Analysis. Bernie and his research team incorporate, Expectational Analysis , a sophisticated proprietary strategy that combines technical, fundamental and sentiment analysis, in selecting the investments they recommend. By using this strategy, Schaeffer's research team is able to quickly analyze hundreds of situations and pinpoint profit opportunities for its subscribers.

Since 1981, the Option Advisor has been Schaeffer's flagship publication and is the nation's leading options newsletter. In 2000, Bernie focused his successful options strategies on stocks and developed his Master Portfolio - a virtual stock portfolio allowing Bernie to lead by example.

Bernie shares his Expectational Analysis® approach in his book, The Option Advisor: Wealth-Building Techniques Using Equity & Index Options, published in October 1997 by John Wiley & Sons. He also contributed a chapter on sentiment analysis to two books from Bloomberg Press, New Thinking in Technical Analysis: Trading Models from the Masters (2000), and Investing Under Fire, Winning Strategies from the Masters for Bulls, Bears, and the Bewildered (2003). Both are compilations by leading business, market and educational authorities who reveal their techniques for successful trading.

Product growth and development has become a mainstay of the firm. New products and services are continually being added. Recent successful product introductions include:

• Schaeffer's Stocks 101, with the help of Investopedia, a plethora of information about stock trading is revealed . Get everything you need to build your stock portfolio.
• Schaeffer's Gold and Metals Prospector, an alert service geared specifically to take advantage of events relative to the metals market - cover the metals sector with options, core stock holdings, and a detailed weekly metals sector market blog.
• IzmoCars, located in the Schaeffer's Personal Finance Center on the website, you can get a 360 degree view of the car of your dreams, review all the available extras, and get instant price quote... all with our newest affiliate.

With cutting-edge technology, our website, SchaeffersResearch.com, has twice been recognized by Forbes.com as the "Best of the Web" among all options websites, and our website continues to be a focal point of our company's future success.

Today, both Bernie and his staff are frequent commentators on financial markets and their comments are often sought by national television and print media and daily newswires. Their innovative views and insights are frequently seen in outlets such as CNBC, CNN, ABC World News Now, Fox News Channel, CBSMarketWatch.com, USA Today, Forbes, The Wall Street Journal, Barron's, Stocks Futures & Options Magazine and The New York Times.

Schaeffer's History | Bernie Schaeffer's Biography
Bernie Schaeffer At a Glance
Market-Timing Accuracy | What Others Are Saying