|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.
(17 January 2019)
- Rest in peace Jack. Thank you for having such a profound impact on the world of investing.
(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...
(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...
(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...
(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&#...