Before adding assets or changing portfolio strategies, ask yourself the three questions included at the end of the latest market performance report.  Remember that sticking to a long-term, disciplined investment approach, based upon research and implementation, may be your best approach to navigating uncertain markets.  

Bill Schultheis
As the author of The Coffeehouse Investor, Bill Schultheis is also a Financial Advisor and Co-founder of Soundmark Wealth Management.

The Three Principles

1. Save for a rainy day.

Develop a long term financial plan.

2. Don’t put all your eggs in one basket.

Diversify in different asset classes.

3. There is no such thing as a free lunch.

Capture the entire return of each basket, or asset class, through low cost index funds.

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The Coffee House Investor Book Cover

THE COFFEEHOUSE INVESTOR BOOK

How to Build Wealth, Ignore Wall Street & Get On With Your Life
by Bill Schultheis

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Who is The Coffeehouse Investor?

This non-commercial web site is for investors across the nation and around the world who recognize and embrace the sophistication of simplicity in their investment portfolios as well as their personal lives.

The Coffeehouse Investor does not provide financial advice - our purpose is to provide creative education for investors who want to build wealth, ignore Wall Street and get on with their lives by making informed, intelligent investment decisions.