Lessons From How Professionals Invest Their Money

In a recent project, wealth manager Joshua Brown and I brought together 25 experienced financial advisers, portfolio managers and other financial experts to reveal how they invest their own money. Each contributor knows the orthodoxy.

However, when we pull back the curtain from these experts’ personal lives—messy like everyone else’s—what do they actually do? That was the subject matter of the 25 chapters in “How I Invest My Money” (Harriman House, 2020). Here are some themes and ideas that threaded through most or all of them and that may help as you navigate your own personal journey.