Shira Ridge Wealth Management News
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Shira Ridge Articles
Cyber Security in 2025
In a world with progressively life like Artificial Intelligence, Deep Fakes, and convincing scammers, it is becoming increasingly important...
Apples & Oranges | The Art of Tax Loss Harvesting
The markets have been wildly volatile this year – there is no debating this fact, it is what it is. Oftentimes during turbulence in the...
The Concept of Semi-Retirement
Full Transparency - Retirement is still many years away for me, but I feel I am retirement-adjacent, regularly participating in discussions and...
The Potential Impact of One Life
Have you ever heard of Nicholas Winton? No? That's okay; most people haven't. But what if I told you that he is personally responsible for...
Climbing Rocks & Climbing Rates
Close your eyes, take a deep breath and imagine you’re an elite rock climber, maybe not Alex Honnold (of Free Solo fame) climbing thousands...
Swing and a Miss (Baseball & Long-Term Investments)
Hope Springs Eternal (Especially in Baseball) After starting the baseball year as a San Francisco Giants fan with the hope and optimism only a true...
University of Youtube – Great for Many Things… Investing Not so Much
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.
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.
Two of my favorite words – PLAY BALL!
Baseball is starting this season with a host of new rules and regulations, with all the hopes and dreams of the fans of every team, with all of the...
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.
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.”
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.












