Bill Schultheis

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Bill Schultheis
Billschultheis.jpg
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 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

Books

  • 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

Blog

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

A Pioneer Has Passed (17 January 2019)

Rest in peace Jack. Thank you for having such a profound impact on the world of investing.  

Volatility is Part of the Future (27 December 2018)

As the stock market’s volatile movements have created cautious investors, we share a few points about market performance and the problem with trying to predict future behavior. Stock market volat...

Finding Wealth That Matters (29 November 2018)

The most important component of embracing simplicity in building financial wealth might be that it allows you to focus on the type of wealth that matters most of all – the spiritual wealth of...

The Slice of Pie You Can’t Afford to Ignore (20 November 2018)

It’s the time of year we talk about pie. Whether it’s pumpkin, sweet potato, or cherry pie that you might be sharing this holiday season, there’s one slice you could be missing. An entire cha...

Paying for the Future Costs of Education (23 October 2018)

If you can believe it, the time to start thinking about the 2019-2020 school year is now. The 2019 Free Application for Federal Student Aid (FAFSA) was released at the beginning of the month. Don&#...