Recent events have caused a surge in online trading accounts. Lots of free time, commission-free trades, and a volatile stock market have many young investors thinking that road to riches goes through their online trading accounts.

According to Envestnet and CNBC “Trading stocks was among the most common uses for the government stimulus checks in nearly every income bracket”

Looking to build long term wealth? Pursue a strategy based on common sense, not the whims of the stock market.

1) Start saving 10% or more in a workplace retirement account.

2) Create a game plan to “up” your career and increase your income.

3) Start a business.

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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.