I published The Coffeehouse Investor book in 1998 after spending 13 years working for a major Wall Street firm. It became obvious to me that an investment story very different from Wall Street’s traditional story needed to be told.

Ten years ago, I revised and expanded the book and included this in the preface, “Now, ten years later, after reflecting on the profound impact The Coffeehouse Investor has had on people’s lives during a period of immense global turmoil and market volatility, it is time to reestablish these lifelong principles as fundamental to building wealth, ignoring Wall Street, and getting on with your life.”

Twenty years later, the portfolio is still helping investors build wealth, ignore Wall Street, and get on with their lives. Proud to be part of Forbes portfolio list resonating with folks across the country.

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


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.