Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
PRESIDENT & CHIEF INVESTMENT OFFICER
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Recent Posts

Self-Employment Tax Considerations When Starting a Consulting Business

After a long career and decades of experience, you’ve finally reached retirement. Now what? You may have considered what you will do with your newfound time and flexibility while still maintaining...
December 19, 2025

Retirement Planning After a Severance Package & Rediscovering Purpose

November 07, 2025

Stock Market News and Investment Insights for 2025

October 23, 2025

How to Compare: Roth Contribution vs. Roth Conversion

February 05, 2025

83(b) Elections & Performance Shares: What You Need to Know

January 23, 2025

Shell GESPP: Everything You Need to Know about The Shell Shares Plan

January 18, 2025

How to Strategically Set Your Retirement Date from Shell Oil

December 18, 2024