Stay updated with breaking news from Dalbar Study. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Beating the market with your investments should be easy. Common sense says that all you need to do is sell your stocks when things are looking bad with the economy, and jump back in when...
Jeff Ptak: And I'm Jeff Ptak, chief ratings officer for Morningstar Research Services. Benz: 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, Bill is a financial advisor with Soundmark Wealth Management, a firm he co-founded in 2008. Bill recei...