|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.
(03 April 2018)
- We wanted to highlight a few bits of knowledge we’ve recently read … One of the most frequent questions we are asked at the Coffeehouse Investor is, “what happens if everyone starts passi...
(23 March 2018)
- In my last post, I discuss what happens when the valuations of large companies are driven to unsustainable levels and end up retreating to market-level valuations, otherwise known as “reversion t...
(16 March 2018)
- In 1976, The Vanguard Group, led by its founder John Bogle, created the first retail index fund. Although slow to capture the attention of investors, this fund, initially labeled the S&P 500 In...
(06 March 2018)
- “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin, 17...
(16 February 2018)
- In my column this month, I remind readers to get their fair share of the market and then move on. When your energy is focused on one specific hot stock, you miss the whole point of passive investin...