Bill Schultheis: Long-Term Investors Are 'Silent Majority'

<p>Our guest on the podcast today is financial advisor and author Bill Schultheis. His latest book is "The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness." His first book, published in 1998 and updated several times thereafter, is "The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On With Your Life." When he is not writing books, He is a financial advisor with Soundmark Wealth Management, a firm he co-founded in 2008. He received his bachelor's degree in business at Texas A&M University.</p></p><p><h2>Background</h2></p><p><p><a href="https://www.bogleheads.org/wiki/Bill_Schultheis">Bio</a></p></p><p><p><a href="https://www.bogleheads.org/wiki/Bill_Schultheis">The Coffeehouse Investor</a></p></p><p><p><a href="https://soundmarkwealth.com/how-we-help/services">Soundmark Wealth Management</a></p></p><p><p><a href="https://www.amazon.com/Random-Walk-down-Wall-Street/dp/0393352242"><em>A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing</em></a>, by Burton Malkiel</p></p><p><p><a href="https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474"><em>The Millionaire Next Door: The Surprising Secrets of America’s Wealthy</em></a>, by William Danko</p></p><p><h2>Investing and Retirementh2</p><p><p>“<a href="https://www.listenmoneymatters.com/coffeehouse-portfolio/">The Coffeehouse Portfolio: Caffeinate Your Investment Strategy</a>,” by Candice Elliott, listenmoneymatter.com, Sept. 11, 2020. </p></p><p><p>“<a href="https://www.bogleheads.org/blog/2021/01/02/the-coffeehouse-portfolio-2020-update/">The Coffeehouse Portfolio--2020 Update</a>,” by blbarnitz, bogleheads.org, Jan. 2, 2021.</p></p><p><p><a href="https://www.dalbar.com/">The Dalbar Study</a></p></p><p><p>"<a href="https://www.morningstar.com/articles/998339/how-do-investor-returns-stack-up-against-total-returns">Mind the Gap: How Do Investor Returns Stack Up Against Total Returns?</a>” by Amy C. Arnott, Morningstar.com, Aug. 18, 2020. </p></p