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Out on 17 November 2026

Investment Wisdom For Our Friends And Loved Ones

Synopsis

'A wonderful collection with great pearls of wisdom' - Chuck Schwab, Founder and Co-Chairman, The Charles Schwab Corporation
'All of the necessary investing tips and guidance' - Jean Chatzky, NYT bestselling author
'A gift to readers' – Ray Dalio, Founder, Bridgewater Associates

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.

'Common-sense wisdom from 25 women who have spent their careers in finance' – Nina Easton, Co-President, Journey to Lead

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
“If you find financial markets mystifying, then this book is for you—a simple, clear and direct exposition of how to be a sensible investor.”Tano Santos, Robert Heilbrunn Professor of Asset Management and Finance, Columbia Business School
“Investment Wisdom promises to be a huge help to all who read the grounded insight of these 25 superstar financial wizards.”Jeffrey A. Sonnenfeld, Senior Associate Dean for Leadership Studies, Yale University