Financial Wisdom for the New Year

Soundmark Principal Bill Schultheis released his new book The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness on the same day the Dow Jones Industrial Average pushed through 30,000 for the first time. When he launched his first book in 1998, the index was at 9,000. It is a reminder that day to day, investors’ emotions drive the market. Longer-term, the productivity of the global community drives stock markets. That is why financially savvy individuals invest in the stock market.

Over the past quarter-century, Bill has been on a mission to reveal the simple concept of “owning the entire market” as a sophisticated and successful approach to building portfolios. Connecting with clients over the past twenty years has inspired him to share more of that wisdom.

You can find Bill’s two books The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life and The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness on Amazon.com.

“This small but mighty volume is the perfect gift for loved ones looking to find their financial footing – and enrich their lives.” – Christine Benz, Director of Personal Finance at Morningstar, Inc.

“The Coffeehouse Investor’s Ground Rules book is both delightful and profound. You will delight in Bill’s many stories, and you will learn profound lessons. Save, invest, plan, and always remember that wealth is only a waystation to happiness.” – Meir Statman, Professor at Santa Clara University and renowned in his field of Behavioral Finance.