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
- New Webinar! Exploring the Coffeehouse Portfolio in the 2015 Market (21 January 2015)
- Simple Steps to Financial Security (14 January 2015)
- Illinois Introduces Automatic Retirement Savings Plan (6 January 2015)
- A Week to Linger (30 December 2014)
- Plan for the future, but protect what you have now (23 December 2014)
We often talk about how to increase the savings you’ll have in retirement, whether it is by boosting your 401(k) or IRA contributions, reducing risk by investing in low-cost index funds, or using other tools and strategies to reach your goals.One thing that often gets left out of that conversation, however, is the importance of protecting the money you already have. And that doesn’t always have to do with your investments — sometimes it is as simple as the card you choose to use when you are shopping.