Capture“What sane person would attempt to rewire his house or take out her own appendix?”

That is a ridiculous question, right? Unfortunately, we have millions of uninformed workers managing their own 401K accounts and attempting to time the market with dismal success. The Wall Street Journal discusses the issues developed with the downfall of pensions and what we, as the working population should be doing to set ourselves up for retirement success. If every employee would sit down with a financial professional and devise a long term financial plan, the retiree nest egg landscape would paint a very different picture.

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.

Sign Up

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

SIGN UP TODAY!
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

DOWNLOAD THE FIRST CHAPTER »
BUY ON AMAZON.COM »
BUY ON BN.COM »

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.