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“After living this routine for many years, I realized on a cold, desolate mountain, somewhere in the middle of nowhere, I was addicted to the clutter of everyday life, and it finally dawned on me that the clutter in my life might be keeping me from pursuing my dreams and living a life I would choose to live if given a chance to do it all over again.

This left me with two options:

Remove some clutter and strike a balance, or pray that someday I would get a second chance.

It’s easy to strike a balance on Denali – the balance of sitting tight in a blinding snowstorm and moving higher when the weather breaks, in search of a goal called the summit. The real challenge we face is to strike a balance in the valleys of our everyday lives, because it’s in the valleys – not on some desolate mountain – that we pursue our dreams, live our lives, and make things happen.” – Bill Schultheis, The Coffeehouse Investor

Can you define the clutter holding you back? Don’t let the noise of Wall Street cloud your valleys, stay focused on what matters the most.

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.