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

It is no secret that we are big fans of index funds — for a couple of reasons. First, they allow you to capture the return of an asset class. And second, they come at a far lower cost than actively managed funds that usually underperform the market anyway.

Wall Street will keep whispering to you, though: “You can do better than index funds. Our professional stock pickers can beat the market.”
If you have tuned in for one of our Coffeehouse webinars you may have heard Bill discuss portfolio success and investment activity… “the more activity in your portfolio, the worse it often does.”
With the stock market continuing to inch its way higher and higher, it is tempting to think, “Nothing to worry about here!” There is good reason for that: If you follow the Coffeehouse philosophy of investing, your main focus is “getting on with your life,” not the stock market.
Living simply has become not only a challenge but an almost impossible feat in our world of excess, consumerism, and overspending. Simplifying as we age should come easier as we mature, refine our tastes, and eliminate the noise from our lives.
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 […]

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