Grab your favorite beverage, a notepad and pencil, and spend some quality time with Coffeehouse Investor author, Bill Schultheis as he discusses financial strategies for the new year. Stick around for the very end, as our Q & A sessions are a fan favorite.

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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.