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

The market has been jumping around like a Mexican jumping bean, prompting unpleasant October memories for some in the financial industry. Take October 1987, when stocks dropped more than 20% before Halloween (even though it finished in positive territory for the year), Or 2008, when the market was down more than 17% for the month. […]
We are headed back to the basics and where much of this story started with Bill writing a financial column for Seattle’s King County Journal. Our fearless leader will be featured monthly in the new 425 Business magazine. His financial column will focus on all aspects of the Coffeehouse Investor and provide readers with insight on how to ignore Wall Street and get on with their lives.
We came across an enlightening but very basic investing piece of advice from Vanguard that aligned with what we often say in webinars and print – the amount you save today will have a direct correlation on your financial future.

The best baseball players make an error every once in a while. Oscar-winning actors sometimes need a few takes to get their lines right. And even savvy investors are prone to making investment mistakes with the best of them.

John Woerth, head of public relations at The Vanguard Group, detailed a few of his mistakes in an interesting post a few weeks ago on the company blog.
The California Public Employees’ Retirement System (CalPERS) must have just finished reading page 98 of The Coffeehouse Investor and decided it was time to clean house. Bill says it best in the book on page 98, “The less you pay in expenses and taxes, the better off you are.”

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