Bill Schultheis

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Bill Schultheis

Bill 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's book, The Coffeehouse Investor


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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.

Investing in Slower Markets (27 October 2015)

“Reduced portfolio returns are inevitable in this investing climate, but that doesn’t mean you can’t still invest successfully.” Have you checked your investment statements lately? If so,...

The Sweet & Sour of Compounding (16 October 2015)

We are huge fans of compounding here at the Coffeehouse – it’s the gift that keeps on giving. Every November around Thanksgiving time, we spend a little time discussing the best part of the “...

The Job Satisfaction of the Janitor (09 October 2015)

We can often measure our level of happiness based upon our own job satisfaction. We spend most of our day working so naturally it takes up most of the scale. Psychologist Barry Schwartz discusses t...

Wealth Management 101 (02 October 2015)

What’s the point of an advisor if I can do it myself? We get this question all of the time and the answer can be fairly straight forward.