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


Bill Schultheis - The Coffeehouse Investor

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.
If you have watched any of the recent debates you know Donald Trump isn’t shy to controversy nor an opportunity to debate. What if we told you he could be even richer if he would have only invested in index funds in 1988 rather than his current holdings?
We all have different ideas about what retirement may look like and at what point we will be ready or forced to retire. The one common denominator we probably all can agree on is that we do not want to stress about money shortages during retirement nor create undue financial hardships for our loved ones in […]
With the recent retirement of Jon Stewart from The Daily Show, we thought we would share a small part of his volatile interview in 2009 with Wall Street guru, Jim Cramer.
In light of the recent economic turmoil in Greece and China, Bill sheds some light on a few common sense strategies to embrace. He reminds investors that it is really “all about the checkbook” and has little to do with European or Asian markets.

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