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
- Time for a Check Up? (21 October 2014)
- Back to the Basics (15 October 2014)
- Save More, Save Often (8 October 2014)
- Making Mistakes and Father Time (2 October 2014)
The best baseball players make an error every once in a while. Oscar-winning actors sometimes need a few takes to get their lines right. And even savvy investors are prone to making investment mistakes with the best of them.John Woerth, head of public relations at The Vanguard Group, detailed a few of his mistakes in an interesting post a few weeks ago on the company blog.
- California is Listening (30 September 2014)