|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.
(16 February 2018)
- In my column this month, I remind readers to get their fair share of the market and then move on. When your energy is focused on one specific hot stock, you miss the whole point of passive investin...
(07 February 2018)
- When we meet with clients who are approaching retirement, we always discuss the next chapter. Ensuring a client is financially prepared for retirement is one thing, but what’s often ignored is th...
(24 January 2018)
- A few important takeaways from the new tax bill signed into law include: With the increase in the standard deduction ($12,000 for individuals and $24,000 for married filing joint), the limitation...
(04 January 2018)
- If you have spent any time on our website, you may have played the game “Outfox the Box.” We thought it was time we reviewed the concept again in case you were thinking about derailing your in...
(29 December 2017)
- With the new year fast approaching, it’s time to purge, cleanse, and refocus on what’s important. The same goes for your finances. Take this time of year to simplify finances, rebalance your po...