Shira Ridge Wealth Management News

Shira Ridge from Linkedin

Shira Ridge Articles

If You Have Enough, Maybe Give Some Back

If You Have Enough, Maybe Give Some Back

It’s so important to figure out how much is ‘enough’ for one’s life’s goals (so that simply making more money isn’t the goal), having money is really about empowering you to not only lead the kind of life that you want, but to also possibly affect positive change in the world once you’re gone.

What is Your Investment Time Horizon?

What is Your Investment Time Horizon?

Investment horizon is the total length of time you expect to hold a security or portfolio. The investment horizon determines the needs and desired risk exposure, which aid in security selection.

Mentions in the Press

InvestmentNews

“Why Laurie Nardone Chose Independence”

December 17, 2018.

InvestmentNews Content Strategy Studio discussed the journey of becoming an independent Registered Investment Advisor (RIA) through the lens of three advisors. Laurie Nardone, Managing Principal of Shira Ridge Wealth Management, was interviewed.

To read the full-length article, click here.

CNBC

“Millennial Millionaires-to-be Neglected by Advisors: Study”

January 29, 2015.

CNBC interviewed Laurie Nardone, Managing Principal of Shira Ridge Wealth Management, on her opinion of the TD Ameritrade Institutional study, “Millionaires in the Making.”

To read the full-length article, click here.

Forbes

“3 Investors Confess: What I’ve Learned From the Ups and Downs of the Stock Market”

November 19, 2013.

Forbes interviewed three investors on their thoughts of investing in an up and down market. Laurie Nardone, Managing Principal of Shira Ridge Wealth Management, was one of those interviewed.

To read the full-length article, click here.