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

One of the most important aspects to investing is creating a long term financial plan regardless of market behavior.  However, it’s one key piece that’s either missing or the financial plan is often aborted or derailed when emotions and rollercoaster markets hit. The Sketch Guy, Carl Richards discusses this poor association in his article  “Investment […]
We have wrapped up our summer webinar season and are elated with the number of participants and investor enthusiasm we have had over the last three months. The quality of questions submitted were invaluable and gave us a lot of ideas for future webinars. Speaking of the future, we are taking a webinar break for a couple months but will finish out the year with one new webinar to get you started on the right Coffeehouse foot for 2015 – stay tuned for dates and times.
Is it the chase of the hot stock or the rewards from the stock that creates happy active investors? Happiness may actually come down to the expectation of the reward. “If you have plans to meet a friend at your favorite restaurant, those positive expectations may increase your happiness as soon as you make the plan. The new equation captures these different effects of expectations and allows happiness to be predicted based on the combined effects of many past events.”
We are wrapping up our Coffeehouse Summer School Series with our last webinar of the season, “Living Your Financial Plan” on Tuesday, August 12th at 6pm (PDT).
Spend an evening with Bill as he discusses risk management and assessing your appetite for risk in "Managing Risk - Your Portfolio, Your Life" at 6pm tonight - Thursday, July 24th.

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