Bill Schultheis

From Bogleheads
Jump to: navigation, search
Bill Schultheis
Nationality American
Alma mater Texas A&M University
Occupation Author, financial adviser
Organization Soundmark Wealth Management, LLC
Notable work The Coffeehouse Investor
Website Coffeehouse Investor

Bill Schultheis 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 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.

External links


Bill Schultheis - The Coffeehouse InvestorRSS Feed icon - 200px.png RSS feed

Turbulence Ahead (22 January 2016)

As the market has experienced a bit of turbulence in recent days, investors have felt a bit squeamish. Human behavior shows us that when results are not exactly as we anticipate, we question our mo...

The Pitfalls of Investment Depression (07 January 2016)

When the market’s performance is flat or taking a downward turn, our emotions can often get the best of us. Our intrinsic pull towards negative behavior and the out crying of media noise can ofte...

Social Security Loopholes & Changes (23 December 2015)

With the latest changes in Social Security, many are left scratching their heads wondering what to do next. The popular file-and-suspend strategy will be removed from the list of filing options sta...

Financial Status Quo (02 December 2015)

We are creatures of habits – these very habits create our daily schedule and routine. Some of our behaviors we adopt are positive – exercising, drinking water, daily meditation, etc. but others...

Realistic Expectations (11 November 2015)

Investing In Slower Markets - Part 2: When the market is unpredictable and investors look for guidance, we often tell individuals to focus on the things they can control.