|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.
(23 November 2016)
- “Investors who spend time selling stocks and mutual funds that go up in price are missing out on the largest part of the money pie because they don’t give their investments a chance to sit ther...
(07 November 2016)
- You can almost feel the positive and negative energy build as election night turns the corner. The media noise is reaching unbearable levels and the projections can make the sanest investor turn ir...
(24 October 2016)
- Our own history may be to blame for our lofty expectations for stock market returns. Regardless of who lives in the White House in the months to come, slower economic growth is likely here to stay,...
(23 September 2016)
- “From a financial planning perspective, the goal isn’t to try to avoid bear markets; it is to choose an allocation between stocks and bonds in such a way that you never have to sell your stocks...
(02 September 2016)
- As the index fund turns 40 years old this week, the same question remains, “Will the growth of index funds and passive investment management become too large?” We get this question a lot from f...