Bill Schultheis
Bill is a financial planner with Soundmark.
After more than a decade at Smith Barney, convinced that the Wall Street way wasn’t the right way, Bill wrote, The Coffeehouse Investor, in order to share his ideas for a simpler, smarter investment philosophy. Today, that philosophy serves as Soundmark’s foundation.
He often thinks of the young couple he recently chatted with who were initially concerned about foreign markets; by the time they left the Soundmark office, they were focused instead on their own savings plan. It’s this common-sense approach that inspired Bill to start Soundmark: the idea that resolving the financial issues in our own lives leads to peace of mind and a secure future.
In his own future, Bill hopes to write more, golf more, and cook more.
The Coffeehouse Investor’s Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness
“Bill Schultheis approaches financial matters with so much wisdom and heart. His valuable message? Save, plan, and keep it simple, then get on with what really matters to you. This small-but-mighty volume is the perfect gift for loved ones looking to find their financial footing―and enrich their lives over their next coffee break.”
―CHRISTINE BENZ, Director of Personal Finance, Morningstar, Inc.
“Bill Schultheis has given readers something new: a book about index investing for people who like words and stories more than numbers and tables. Don’t miss his ‘Outfox the Box’ illustration. It makes the case for index investing in two pictures. Along the way, he turns index investing into an easy-going philosophy of life.”
―SCOTT BURNS, creator, Couch Potato Investing; Personal Finance Columnist
“The Coffeehouse Investor’s Ground Rules is a worthy addition to Bill Schultheis’ first Coffeehouse Investor book. This latest book, written during a world-wide pandemic, proves the timeless wisdom of Coffeehouse investing in all types of markets. Unlike most investment books targeted only at making money, Bill shows us how to use our wealth to also achieve personal happiness.”
―TAYLOR LARIMORE, author, The Bogleheads’ Guide to the Three-Fund Portfolio
“The Coffeehouse Investor’s Ground Rules will entertain and inspire you to take control of your financial destiny.”
―PETER LAZAROFF, author, Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever
“Bill Schultheis’ The Coffeehouse Investor’s Ground Rules book is both delightful and profound. You will delight in Bill’s many stories, and you will learn profound lessons. Save, invest, plan, and always remember that wealth is only a waystation to happiness.”
―MEIR STATMAN, Glenn Klimek Professor of Finance, Leavy School of Business, Santa Clara University
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