Investment Wisdom for Our Friends and Loved Ones: - by Jenny Harrington & Rebecca Patterson (Paperback)

About the Book

Book Synopsis

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

In Investing Wisdom, 25 seasoned finance professionals open up about what they tell their closest friends and family when they are asked about investing. Through personal stories and hard-won insights, they cut 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.

About the Author

Rebecca Patterson is a globally recognized investor and macro-economic researcher with nearly 30 years of experience across the U.S., Europe and Asia, studying how politics and policy intersect with economic trends to drive financial markets.

Rebecca is a senior fellow at the Council on Foreign Relations and an independent director at Vanguard. Previously she served as Chief Investment Strategist at Bridgewater Associates, the world's largest hedge fund, Chief Investment Officer at Bessemer Trust, and in research and trading roles over more than 15 years at JPMorgan.

Rebecca regularly advises companies and organizations on economic and market issues. She has supported the Federal Reserve over her career through different committees. She chairs the Council for Economic Education, focused on student financial literacy, and is frequently cited in business media.

Jenny Harrington is the Chief Executive Officer of Gilman Hill Asset Management, LLC, an investment management firm located in New Canaan, CT. She also serves as Portfolio Manager of the firm's flagship Equity Income strategy, which she created and has managed since its inception. In this capacity, she is responsible for an equity portfolio with a mandate of generating a 5% or higher aggregate annual dividend yield, with additional potential for capital appreciation.

Prior to joining Gilman Hill in 2006, she was a Vice President in Private Wealth Management at Neuberger Berman. Previously, Jenny began her Wall Street career as an Analyst in Goldman Sachs' Private Client Services group.

A sought-after expert on dividend investing, Ms. Harrington is regularly quoted in major business publications such as The Wall Street Journal and Barron's. She is a regular commentator on CNBC's The Halftime Report and recently authored the book Dividend Investing: Dependable Income for All Market Environments. She currently serves on the boards of the Council for Economic Education and Sibley Memorial Hospital where she also chairs the Investment Committee.