The Coffeehouse Investor's Ground Rules - by Bill Schultheis (Hardcover)

About the Book

"Building off the framework of Schultheis' The Coffeehouse Investor philosophy, SIP will instill the common man and woman with the confidence to take control over their long-term financial goals and journey towards financial freedom in retirement. SIP encourages readers to ignore stock market "rules" and "perfect portfolio" pursuits to focus on the only three essential components to long-term financial security: saving, investing, and planning. Each component will be further broken down and explained through topics such as: How to save money with confidence, The benefit of saving a little, Why women should invest in their financial destiny, The problem with underestimating your own financial abilities"--

Book Synopsis

Learn to save, invest, and plan to achieve financial independence in retirement and take charge of your financial destiny, from the author of The Coffeehouse Investor

In The Coffeehouse Investor's Ground Rules, financial advisor Bill Schultheis helps you take control of your long-term financial goals and enjoy financial freedom in retirement. Building upon the philosophy that made his first book, The Coffeehouse Investor, a critically-acclaimed bestseller, Bill shows you how ignoring Wall Street and the myth of the 'perfect portfolio' lets you focus on the only three components that really matter--saving, investing, and planning.

One of the most common mistakes investors make is staking their entire financial futures on index funds while ignoring the basics. Index funds are not the solution to building lasting wealth. Index funds are simply the financial tools that enable you to devote your attention to the essential components of long-term financial security. By following the "Ground Rules" in this real-world guide, you can transform your whole approach to saving, investing, and planning, and become a true 'Coffeehouse Investor.' Packed with personal stories and easy-to-understand explanations of financial concepts, this engaging and enlightening book shows you how to:

• Tune out the noise of Wall Street an adopt a simpler, smarter long-term investment philosophy
• Navigate the stock market, decide how much to save, and know where to put your investments
• Save money with confidence and stop underestimating your own financial abilities
• Reap enormous benefits tomorrow by saving even small amounts today
• Build a well-balanced financial plan that incorporates tax management, insurance, and estate planning

If you're a man or woman wanting to become more involved in your long-term finances, The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness is a must-have resource.

From the Back Cover

PRAISE FOR THE COFFEEHOUSE INVESTOR'S GROUND RULES

"Bill Schultheis approaches financial matters with so much wisdom and heart. His valuable message? Save, plan, and keep it simple, then get on with what really matters to you. This small-but-mighty volume is the perfect gift for loved ones looking to find their financial footing--and enrich their lives over their next coffee break."
--CHRISTINE BENZ, Director of Personal Finance, Morningstar, Inc.

"Bill Schultheis has given readers something new: a book about index investing for people who like words and stories more than numbers and tables. Don't miss his 'Outfox the Box' illustration. It makes the case for index investing in two pictures. Along the way, he turns index investing into an easy-going philosophy of life."
--SCOTT BURNS, creator, Couch Potato Investing; Personal Finance Columnist

"The Coffeehouse Investor's Ground Rules is a worthy addition to Bill Schultheis' first Coffeehouse Investor book. This latest book, written during a world-wide pandemic, proves the timeless wisdom of Coffeehouse investing in all type of markets. Unlike most investment books targeted only at making money, Bill shows us how to use our wealth to also achieve personal happiness."
--TAYLOR LARIMORE, author, The Bogleheads' Guide to the Three-Fund Portfolio

"The Coffeehouse Investor's Ground Rules will entertain and inspire you to take control of your financial destiny."
--PETER LAZAROFF, author, Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever

"Bill Schultheis' 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, Glenn Klimek Professor of Finance, Leavy School of Business, Santa Clara University

About the Author

BILL SCHULTHEIS is the creator of The Coffeehouse Investor and a co-founder of Soundmark Wealth Management in Kirkland, WA. His work has been featured in The Wall Street Journal, New York Times, NPR, Forbes and other national media outlets.