|Alma mater||Texas A&M University|
|Occupation||Author, financial adviser|
|Organization||Soundmark Wealth Management, LLC|
|Notable work||The Coffeehouse Investor|
Bill Schultheis is a bogleheads.org 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 Schultheis
- Schultheis, Bill (2009). The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life. p. 224. ISBN 978-1591845843.
(26 April 2017)
- When we sit down with folks to discuss investment strategies and financial plans, we don’t analyze Monte Carlo methods or evaluate standard deviations. We ask questions about their lives, their f...
(15 March 2017)
- “After living this routine for many years, I realized on a cold, desolate mountain, somewhere in the middle of nowhere, I was addicted to the clutter of everyday life, and it finally dawned on me...
(15 February 2017)
- For some reason, investors are drawn to complicated investing strategies, and over the past twenty years, Hedge funds have been at the top of the “complicated” list. Hedge funds have traditiona...
(20 January 2017)
- Our ideas and beliefs about money are often derived from our family members. How they manage their finances, ways they save money, and where they choose to spend money can have lasting impressions....
(21 December 2016)
- Talking about money can be a difficult subject and even more so, with your partner. It can be a major hurdle to overcome without an easy flow of communication. In his latest column, Bill outlines t...