The book was published during a red-hot stock market when it seemed like everyone (except me) was doubling their money overnight in … It was during this time spent managing people’s money when he decided that what he was doing wasn’t working. The Coffeehouse portfolio starts with a very traditional asset allocation split. The Coffeehouse Investor explains He had discovered that when you simplify your investment decisions, you end up getting better returns.

The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street, and Get On with Your Life was written by Bill Schiltheis who is a financial adviser with Sagemark Wealth Management and before that a broker for Smith Barney. The Coffeehouse Investor newsletter provides you with brief bursts of inspiration in your journey toward simplifying your investment decisions and increasing your investment returns!

A brief history – Twenty years ago, I authored The Coffeehouse Investor to help investors build wealth, ignore Wall Street and get on with their lives.

As a bonus, you gain more time for family, friends, and other pursuits. Bill suggests that for most people, a traditional 60/40 split works well. For those who are not sure what a 60/40 portfolio is, it is a portfolio where 60% of an investor’s assets are put into equity … The Coffeehouse Investor - Creativity Conquers Covid-19 The global community invites us to foster our creative energy to defeat COVID-19.