Bill Schultheis

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Bill Schultheis

Bill is a bogleheads.org reading list author


In 1998 Bill Schultheis created the Coffeehouse Investor in an effort to bring a simpler and smarter investment philosophy to individuals and corporations across the nation and around the world. He has appeared regularly on Seattle’s PBS Serious Money program, is a guest contributor on NPR’s Morning Edition and wrote a syndicated investment column for eight years.

For 13 years he worked with retail and institutional accounts for Smith Barney in Seattle, WA. For the past eight years he has been a principal and fee-only financial adviser, currently with Soundmark Wealth Management in Kirkland, WA.

Schultheis grew up on a wheat farm in eastern Washington, attended Washington State University, and graduated from Texas A&M University in 1982.

When he’s not working, he can be found on the golf course, camping on Mt. Rainier, cooking in the kitchen, writing his next book, and enjoying the company of his wonderful family and friends.

Bill's book, The Coffeehouse Investor

Blog

Bill Schultheis - The Coffeehouse Investor

Don’t miss our webinar tonight at 6pm (PDT), it’s sure to be a packed house!  If you haven’t registered, click here.
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Easy investing - it’s a simple approach really but many investors continue to try and time the market, eager for the next hot stock, and spend entirely too much emotional energy stressed about Wall Street’s next move. The act of simple investing with a few stocks and rebalancing when appropriate was highlighted in a recent Wall Street Journal article
Remember when we told you to avoid the unnecessary noise of Wall Street or did you hear Bill repeatedly remind you during a webinar? (By the way, next webinar is April 23rd @ 6pm - The Ins & Outs of Rebalancing.) If you haven’t heard or seen the latest mudslinging in regards to Michael Lewis’ new book, Fast Boys you may get an earful. Mr. Lewis, IEX founder Brad Katsuyama, and BATS Global Market President appeared on CNBC on Tuesday and between the accusations and arguing, it became quite a show for the trading floor.
It often takes inspiration from another place to provide much needed personal insight. I came across the quote "Buy Less, Choose Well" and then read an article we featured this month in our newsletter about a retired couple who figured out how to live off a little less to achieve their goals long term.

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