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
Bill Schultheis - The Coffeehouse Investor
With only two 1/2 weeks left in the holiday shopping season, we would be remiss if we didn’t give a shameless plug on the most perfect gift (in our opinion) to give this year. The Coffeehouse Investor book is now in paperback and provides a wealth of advice on investing with common sense, financial planning long term, and how to get on with your life while ignoring Wall Street.
I’m telling ya, there is no stopping the stock market. It seems like for the past two years all the prognosticators have been calling for a market correction, and still the market keeps on setting record highs.
If you don't know what I'm taking about, you haven't read Chapter 5 of The Coffeehouse Investor. Bill writes extensively about the biggest piece of the investment pie - compounding. When you reinvest your stock dividends instead of spending them, you are able to earn dividends on the original dividends and those dividends earn more dividends and it goes on and on and you get compounding.
You think economists can create a better index fund? There are many skeptics including index fund pioneer John Bogle, but read more into the research and work transpiring to create an index fund that doesn’t just match the market return, but can beat the market.
If you tuned in during our last webinar, you may have heard Bill talk about reenergizing yourself for 2014. Taking care of yourself is as important as taking care of your finances. Review the 25 Habits of Successful People and see where you can improve.
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