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

“When we look around the world there is so much good work to be done, and it is a tragedy that so much mental energy is wasted trying to “beat the market.” Bill Schultheis - The Coffeehouse Investor
When you complicate things, confusion and poor decision making often follows. The same idea can be said for investing. The more complicated jargon Wall Street uses, the more confused investors become.
We often think the way to ease our financial stress is to make more money. However, throwing more money at our problems doesn’t always resolve the issues. Vanguard shares a recent study and a few suggestions on how to ease financial stress.
You know it is important to read the ingredients on the food label prior to purchasing at the grocery store, the same should be said for investing. Without really understanding the funds, investing in the unknown can be risky business.

When was the last time you ran a financial fire drill? If it’s been awhile, it is time to get started and ask yourself a few questions:

How will a bear market impact your emotions?

How will a bear market affect the sustainability of your portfolio?

Will you need to liquidate your common stocks in a bear market to cover living expenses?

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