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
- Last Webinar of the Season… tonight!! (20 November 2014)
- November Newsletter Links (18 November 2014)
- Retirement Q & A (14 November 2014)
“Retirement” means different things to different people. But whether your goal is to have some rest and relaxation, travel the world or even continue working part-time, we all want the same thing: the flexibility and the funding to retire on our own terms.We all have our own retirement questions, too. Am I saving enough? Do I have the right investment mix? How much money will I need?
- Building Wealth from the Inside Out (11 November 2014)
- The Anticipation of It All (7 November 2014)