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
- Are you ready for the end of year? (16 December 2014)
Believe it or not, it is already December — and before you know it, we will be looking back on 2014.You still have a few weeks, however, to do some end-of-the-year maintenance that can help you both now and in the long run.
- The Gift of Investing (11 December 2014)
- Fruitless Endeavors (5 December 2014)
- Holiday Windfalls (2 December 2014)
The holidays are upon us, and for some lucky people, that means a little extra money is headed their way, too.Whether it’s a year-end bonus at work, a cash gift from a family member or even the annual cash-back award from your credit card, how you handle a windfall can have a big impact on your financial future.
- Our Favorite Piece of Pie – Compounding! (26 November 2014)