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
- The Summer Challenge (2 July 2015)
- Wading Through the Wall Street Waters (19 June 2015)
- Gain Control and Contentment Follows (11 June 2015)
- Read the Label (4 June 2015)
- How is your Fire Drill? (28 May 2015)
When was the last time you ran a financial fire drill? If it’s been awhile, it is time to get started and ask yourself a few questions:
How will a bear market impact your emotions?
How will a bear market affect the sustainability of your portfolio?Will you need to liquidate your common stocks in a bear market to cover living expenses?