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Out on 17 November 2026

Investment Wisdom For Our Friends And Loved Ones

Synopsis

"... all of the necessary investing tips and guidance in one single, easy-to-digest, place." - Jean Chatzky, New York Times bestselling author of The Forever Paycheck

What would Wall Street's most successful investors tell their own family and closest friends about managing money?


In Investment Wisdom For Our Friends And Loved Ones, investment experts Jenny Harrington and Rebecca Patterson compile chapters from 25 seasoned finance professionals who open up about what they tell their closest friends and family about investing.

Through personal stories and hard-won insights, each contributor cuts through the jargon to reveal investment principles and simple, actionable steps they share with those closest to them – from navigating market volatility to avoiding costly mistakes.

At a time when economic education is lacking, Wall Street is getting increasingly complex and as the largest wealth transfer in history is underway, this book bridges the gap between financial theory and real-world success. These aren't generic tips from textbooks; they're the intimate conversations that happen when financial leaders speak from the heart.

Because true investment wisdom isn't necessarily what experts proclaim loudly in public – it's often what they share at the family dinner table or over an intimate coffee with a dear friend.

Details

17 November 2026
387 pages
Francine Brody
9781804094419
Imprint: Harriman House

Reviews

“It is a gift to readers that Rebecca Patterson has drawn on her extensive experience and proven good judgment to curate a collection of investment lessons.”Ray Dalio, Founder, Bridgewater Associates
“A wonderful collection of thoughts on investing with great pearls of wisdom for you, whether you’re just getting started or have been at it for a while.”Chuck Schwab, Founder and Co-Chairman, The Charles Schwab Corporation
“Jenny Harrington and Rebecca Patterson have pulled together all of the necessary investing tips and guidance in one single, easy-to-digest, place.”Jean Chatzky, New York Times bestselling author and podcast host, HerMoney
“We're lucky to have this treasure trove of insight from Jenny and some of my favorite people on Wall Street.”Joshua M. Brown, star of CNBC’s The Halftime Report and CEO of Ritholtz Wealth Management