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I’m excited to share an update about my upcoming book, The Perfect Portfolio, which is set to launch in the third quarter of 2026.
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Big News: The Perfect Portfolio Is Coming in 2026
Some of you might remember when I published my first book, Making Money Simple, back in 2019. At the time, I actually had two book ideas floating around in my mind. But I was also helping build BrightPlan—a comprehensive solution that helps employers deliver best-in-class financial health and well-being benefits to their employees. Honestly, Making Money Simple felt like the perfect companion to that project. And, as anyone who’s written a book will tell you—it’s a huge commitment. So after publishing it, I set aside The Perfect Portfolio concept for another time.
But the idea never left me. It lingered—and over the years, it’s grown richer as I let it marinate. I’m so glad I waited, because now I’m ready to offer something truly special.
The Perfect Portfolio isn’t just a follow-up. It’s a fresh take on timeless investing lessons, combined with innovative ideas I believe even seasoned investors may not have encountered before.
You might be wondering: why talk about a book that won’t be available for at least another year? Here’s why.
If you want an exclusive, behind-the-scenes look as I put the finishing touches on the book, head over to www.theperfectportfoliobook.com. When you sign up, you’ll immediately receive a short email series over the first three days—including excerpts and even the full book outline. After that, you’ll be added to the list for regular updates, subscriber-only invitations, early chapter previews, giveaways, and special offers.
Again, the link is www.theperfectportfoliobook.com—don’t miss this chance to get early access.
So, what’s The Perfect Portfolio all about?
Without giving too much away, the book brings together everything you need to build an investment strategy that’s truly tailored to your life. I’ve always said, “There’s no such thing as the perfect portfolio—only the one you can stick with.” With that in mind, my goal is to help readers understand the principles of successful investing, how history can guide us, how human behavior influences our decisions, and how theory connects to real-world action.
It’s tempting to go deeper here—but instead, I’ll point you once more to www.theperfectportfoliobook.com, where I’ll be sharing much more in the coming months. Subscribers will be the first to hear about exclusive content, private events, and opportunities to engage directly with me as we get closer to launch.
One final note—if you already subscribe to my newsletter, this is a separate list. So if you want book updates, make sure to sign up at www.theperfectportfoliobook.com.
Thanks for being part of this journey. I can’t wait to share The Perfect Portfolio with you.
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The Long Term Investor audio is edited by the team at The Podcast Consultant
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