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’s finally starting to sink in, you really are listening to our investing principles. Congratulations – now we’re going to continue to repeat these rules over and over again until you never deter from the plan (your long term financial plan that is). Fidelity Investments are reporting retirement investing accounts have never looked better, employees are now investing more into their 401K accounts, and are taking advantage of employer match programs.
As the temperatures rise this weekend, I’m find myself enjoying the crawl of the summer schedule, the afternoon Popsicle with my oldest, and the sunset patio discussions with my husband. Sounds idyllic but it truly has taken purposeful energy to stop and smell the summer. We are products of to-do lists, Outlook schedules, and over booked dinner dates. It’s embarrassing and completely self-propelled.
Retirement investing is risky business but it doesn’t have to be. With a well thought out financial plan and a portfolio allocation that addresses your risk tolerance, you can make the savings experience an enjoyable process. Listen in as Bill discusses the finer points of risk management strategies in our next webinar “Managing Risk – Your Portfolio, Your Life” on Thursday, July 24th at 6pm (PST).
You won’t be surprised to hear that our readership is mostly male, our webinar participants are mostly male, and one of the main priorities when clients come on board is to ensure their female spouses are taken care of long term. We as women have often taken a back seat with finances and it’s beginning to take its toll. Jean Chatzky discusses this issue in her recent article for Daily Worth.
“I’ve found that low cost is the best single predictor of subsequent performance available.” We are not the first ones to tell you that leveraging low cost index funds can make a positive impact on your portfolio. New data from Morningstar is proving our point as well. A recent New York Times article provides some insight on why costs can be a performance predictor and why John Bogle had it right so many years ago.

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