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

With the recent retirement of Jon Stewart from The Daily Show, we thought we would share a small part of his volatile interview in 2009 with Wall Street guru, Jim Cramer.
In light of the recent economic turmoil in Greece and China, Bill sheds some light on a few common sense strategies to embrace. He reminds investors that it is really “all about the checkbook” and has little to do with European or Asian markets.

The Coffeehouse Investor book, page 115

“When is enough enough? In dealing with this sensitive topic of finding a balance in a country that promotes abundance of consumption, I am drawn to the first verse of “The Spell of the Yukon” in a poetry book by Rober Service that I take with me when climbing the mountains of the Pacific Northwest.
This month in 425 Business magazine, Bill contemplates if one fund such as a target date fund could honor the three Coffeehouse principles.
“The good news: Out of the third-worst bear market in history, the stock market soared. The bad news: Investors who abandoned their long-term investment plan in favor of reentering the stock market at the "right time" likely lost money on their equity investments and missed out on the opportunity to participate in the recovery.”

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