Nick Johnson, CFA®, CFP®

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

How Waiting 15 Days to Retire May Save You Thousands in Taxes on Your BRP Payouts

I was recently working with a Shell executive client, let’s call her Lynn, who had been putting in long hours on a challenging assignment and was ready to retire by September 30, 2025. I worked with...
September 30, 2025

Stock Market News and Investment Insights for 2025

August 29, 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

How To Use a Backdoor Roth for Tax-Free Savings

November 25, 2024