If you missed our latest newsletter, here are a few highlights …

Are You Adequately Insured? – Is it time to review your own insurance policies? Soundmark Advisor, James Nevers discusses the gaps and misconceptions of homeowners and umbrella insurance policies in his blog.

Connections Matter – It’s always a good time to reassess lifestyle habits. We all know we should eat more vegetables and move more, but the connections and relationships we share with others may be our most beneficial health move yet. Review this midlife tune-up list for inspiration.

The Problem with Excuses – The 2018 SPIVA Scorecard results continue to show the failures in active management. Larry Swedroe discusses the flaws in underperformance excuses and the real reason active funds can’t beat the benchmark.

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

The Coffee House Investor Book Cover


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


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.