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

We want to congratulate those of you who have read the Coffeehouse Investor book, have listened to the advice of the index fund pioneer, John Bogle, or stumbled upon the realization yourself that index funds reign supreme in the investment world.
I was reading a favorite blog and came across Leo Babauta’s most recent blog, “Don’t Waste Your Opportunity” and the Coffeehouse Investor immediately came to mind. The passive investment philosophy is now a household term but that wasn’t always the case.
We are talking about hedging our bets on top stocks and companies that reign supreme but unfortunately not forever. Yes, we know we sound like a broken record but Wall Street is loud and the noise can be overpowering at times. Most of our April newsletter was dedicated to education around what happens when you try and pursue the top-performing companies for your own portfolio.
We are back! In the month of May, the Coffeehouse will introduce a new, never been presented before webinar titled “Savings Matter”. In this 60 minute presentation, Bill will discuss aligning your passions to your actions to your financial resources. The inspiring TED style talk is sure to motivate you! Get your pen and paper ready and spend an evening with the […]
We are continuing our conversation from last week about financial plans and the adaptations that need to happen along the way. The Sketch Guy discusses these adaptations and the uncertainty our financial plans should include knowing it is impossible to determine the future.

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