Nick Johnson, CFA®, CFP®

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

When to Hire a Financial Advisor and When You Shouldn’t

Managing your finances might feel straightforward—until one day it doesn’t. For many professionals, financial planning begins simply enough: contributing to a 401(k), building some savings, and...
June 27, 2025

Stock Market News and Investment Insights for 2025

June 27, 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