Bill Schultheis

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Bill Schultheis

Bill is a 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


Bill Schultheis - The Coffeehouse Investor

Interesting article on the history of bull and bear markets and the proven theory that the market may be more fruitful than realized. Forbes contributor Robert Lenzer gives us a lesson in stock market history and the surprising findings. Looking back since 1920, bull markets lasted 97 months on average compared to bear markets average duration of 18 months. This fact alone […]
We are back! Join Bill in our first webinar of the year as he discusses the Coffeehouse Investor portfolio in today's current financial climate.
It is the new year and you have cleaned out your closet, your pantry, and perhaps scribbled a few resolutions to conquer this year. However, have you addressed your financial corner?
Saving for retirement should be considered like death and taxes. As Ben Franklin puts it, “nothing is certain but death and taxes.” He’s right but perhaps we should be adding “retirement savings” to that statement.
It is the quiet before the resolution storm, it is the aftermath of holiday madness, it is the week where the days become jumbled, schools are closed, schedules are erratic and if we eat another piece of Christmas candy/cookies/fruit cakes (insert as needed) we might just burst.

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