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
- Wealth is Work (2 September 2015)
- The Checkbook Reminder (18 August 2015)
- Enough is Enough (4 August 2015)
The Coffeehouse Investor book, page 115“When is enough enough? In dealing with this sensitive topic of finding a balance in a country that promotes abundance of consumption, I am drawn to the first verse of “The Spell of the Yukon” in a poetry book by Rober Service that I take with me when climbing the mountains of the Pacific Northwest.
- A One Fund Solution? (26 July 2015)
- Shielding your Portfolio (16 July 2015)