Twenty five years ago books by Burton Malkiel and John Bogle inspired me to

1. Change the way I look at building wealth
2. Create The Coffeehouse Investor based on three timeless principles
3. Inspire you to inspire others to embrace these same principles

Building a life of wealth and happiness during your retirement years can seem like a daunting challenge.  It doesn’t have to be.  I continue to be inspired by the work of others press on in helping others achieve this lofty goal.

I have listed my top three books that I have read this past year and hopefully they can inspire you to press on as well.


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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!!

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.

The Coffee House Investor Book Cover


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.