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

This month in 425 Business magazine, Bill contemplates if one fund such as a target date fund could honor the three Coffeehouse principles.
“The good news: Out of the third-worst bear market in history, the stock market soared. The bad news: Investors who abandoned their long-term investment plan in favor of reentering the stock market at the "right time" likely lost money on their equity investments and missed out on the opportunity to participate in the recovery.”
There will come a time when we will be forced to quit working – hopefully by choice. If not, we will eventually be pushed out of the workforce because physically our tired bodies cannot keep up, our competition is fiercer and faster, or our employer deems we are a “liability” to the establishment.
“When we look around the world there is so much good work to be done, and it is a tragedy that so much mental energy is wasted trying to “beat the market.” Bill Schultheis - The Coffeehouse Investor
When you complicate things, confusion and poor decision making often follows. The same idea can be said for investing. The more complicated jargon Wall Street uses, the more confused investors become.

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