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

The California Public Employees’ Retirement System (CalPERS) must have just finished reading page 98 of The Coffeehouse Investor and decided it was time to clean house. Bill says it best in the book on page 98, “The less you pay in expenses and taxes, the better off you are.”
Money is one of those issues that can cause stress in a relationship, regardless of your income level. But a Money magazine survey of married couples earlier this year showed just how widespread that stress may be — 70% of respondents said they argued about money more than any other topic.
We have heard “attitude is everything” but did you know your attitude may impact your bank account? The financial behavior and decisions we make are often a result of our attitudes toward money.

It is no secret that we are big fans of index funds — for a couple of reasons. First, they allow you to capture the return of an asset class. And second, they come at a far lower cost than actively managed funds that usually underperform the market anyway.

Wall Street will keep whispering to you, though: “You can do better than index funds. Our professional stock pickers can beat the market.”
If you have tuned in for one of our Coffeehouse webinars you may have heard Bill discuss portfolio success and investment activity… “the more activity in your portfolio, the worse it often does.”

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