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
- California is Listening (30 September 2014)
- Finances and Fighting: How does money impact your relationship? (26 September 2014)
- Attitude is Everything (23 September 2014)
- Active Managed Funds – Whispers of Sweet Nothings (18 September 2014)
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.”
- Rest, Rebalance, Repeat (11 September 2014)