Author

Books by Bill Schultheis

Bill Schultheis is a financial advisor and author based in the Pacific Northwest. He spent a decade at Smith Barney before leaving the brokerage industry, disillusioned by its incentive structure, to found a fee-only advisory practice called Coffeehouse Investor. The Coffeehouse Investor, first published in 1998 and updated in subsequent editions, grew out of his conviction that the complexity sold by the financial services industry costs ordinary investors more than it earns them. He continues to manage client portfolios and write about passive investing.