Don’t miss our webinar tonight at 6pm (PDT), it’s sure to be a packed house!  If you haven’t registered, click here.

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Next webinar, The Ins & Outs of Rebalancing on April 23rd @ 6pm . To register, see webinar schedule

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The Coffeehouse Investor newsletter provides you with brief bursts of inspiration in your journey toward simplifying your investment decisions and increasing your investment returns!


Soundmark Wealth Management, LLC provides wealth management services to its clients through integration of a diversified 'passive asset class' philosophy using primarily institutional class index funds.

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.