Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
VICE PRESIDENT
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Recent Posts

tax loss harvesting savings vs. tax costs

Tax Loss Harvesting: How to Benefit From Your Investment Losses

Occasionally, we all regret an investment decision. We purchase a security thinking it is going to be a high performer, but it sinks in value instead.  We hold on to the security, thinking that...
December 19, 2019

Shell GESPP: Why You Must Re-Enroll and Other Changes to Your Benefits Plan

November 20, 2019

Q3 Stock Market Update

July 11, 2019

How to Strategically Set Your Retirement Date from Shell Oil

June 12, 2019

Avoid Paying 2X the Tax on Non-Deductible IRA Contributions

May 09, 2018