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 Motley Fool is at it again, proving the power of patience and inactivity. In a recent article, Morgan Housel discusses author Jason Siegel's book, The Future for Investors, his data examining the original 500 companies that made up the Standard & Poor’s 500 in 1957 and the buy and hold success an investor could have had. "
If you haven’t ventured to the Bogleheads forum, you should. The site provides a wealth of information and often a great way to get an investment question answered from experts. If you are lucky, you may even get a response from Bill himself, he makes an appearance from time to time helping investors from around the world.
It is time to nestle down for the evening, grab your pen and paper, favorite beverage and spend an evening with Bill. What’s the biggest drain on your portfolio?  How did your funds perform in 2014? Should you be investing in bonds? Find out the answers to these questions and more tonight at 6pm (PST) with our first […]
Bill’s argument in this month’s 425 Business magazine is hard to deny. His common sense approach to investing and index funds is always a refreshing voice in the midst of Wall Street noise. If you are not convinced index funds are the way to go, read his Coffeehouse Investor book for the first, second, or third time.
The passive investing philosophy is starting to sink in for many investors. Whether they have read the Coffeehouse Investor book, started reading Boglehead posts, listened to John Bogle himself, or are tired of losing money picking stocks with dismal returns, investors are turning their attention to index funds.

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