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

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&#...

Stop Running, Embrace the Volatility (14 September 2018)

Why do investors perceive heightened volatility as such a bad thing, and why are they prone to liquidating stocks during steep market sell-offs? From January through mid-March of this year, retail...

Can Your Portfolio Withstand 20 Years? (07 August 2018)

I published The Coffeehouse Investor book in 1998 after spending 13 years working for a major Wall Street firm. It became obvious to me that an investment story very different from Wall Street’s...

“Expert” Warning (27 July 2018)

A quick read-through of any financial journal serves as a reminder of the unfolding of business at breakneck speed around the world. Artificial intelligence, Blockchain technology, Cloud computing,...