|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.
(07 April 2016)
- Picking a winning fund is about as easy as picking the winning men’s NCAA team and even then, it may come down to a lot of luck and one excellent buzzer-beater three-point shot. Dan Solin discuss...
(17 March 2016)
- If you are worried you might not be on track for retirement, don’t worry – you can make the most of the time you have left. In his recent article, Bill provides a few practical steps...
(11 March 2016)
- After you have spent a lifetime paying taxes and collecting paychecks, the first year the employment paychecks turn into social security checks can be a daunting experience, particularly when filin...
(19 February 2016)
- Myopic what? Yes, you read the title correctly – myopic loss aversion. The term describes a point when you try to avert losing money quickly by selling stocks or other poor knee-jerk react...
(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...