Timeless lessons from today’s
top finance experts

Investment
Wisdom

For our friends and loved ones

What would 25 of Wall Street’s most successful financial experts tell their own family and friends about managing money?

Investment Wisdom For Our Friends And Loved Ones, by Jenny Harrington and Rebecca Patterson

All author profits go to Boys & Girls Clubs of America and the Council for Economic Education

Investment Wisdom For Our Friends And Loved Ones, by Jenny Harrington and Rebecca Patterson

Published 17 November 2026 · Harriman House

The book

No generic textbook tips. No jargon. Just what really matters.

In Investment Wisdom For Our Friends And Loved Ones, investors Jenny Harrington and Rebecca Patterson compile chapters from 25 seasoned 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 building your investment vocabulary and picking an advisor, to understanding different investments and approaches, to tuning out market noise and knowing when to sell.

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.

25 contributors

Senior women in finance

See all contributors
Praise

Early praise for the book

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
Jenny Harrington speaks with authority, writes with clarity and invests with conviction.
Joshua M. Brown
Star of CNBC's The Halftime Report and CEO of Ritholtz Wealth Management
Common-sense wisdom from 25 women who have spent their careers in finance. A must-read.
Nina Easton
Co-President, Journey to Lead; former Washington Editor, Fortune
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
This is a great book on investing. You have probably seen many of these women on the airwaves, in your social media feeds, on news sites.
Jon Hilsenrath
Author, Yellen: The Trailblazing Economist Who Navigated an Era of Upheaval
Why we wrote it
“I asked each author to provide what investment advice they share over coffee or dinner with friends and family. There are no stock recommendations and no jargon; just common sense that we’ve learned from decades in the industry.”
Rebecca Patterson

All author profits go to Boys & Girls Clubs of America and the Council for Economic Education, focused on K–12 financial literacy.