Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
PRESIDENT & CHIEF INVESTMENT OFFICER
Find me on:

Recent Posts

How to Use Cash Reserves as an Emergency Fund for Retirement

You’ve finally made it to retirement. You’ve achieved the goal of financial independence. Now what? In this article, we talk about making tax-efficient withdrawals in retirement. While smart...
February 13, 2026

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

February 05, 2026

How to Strategically Set Your Retirement Date from Shell Oil

January 21, 2026

Improve Your Investment Strategy With Target Band Rebalancing

January 07, 2026

Retirement Planning After a Severance Package & Rediscovering Purpose

November 07, 2025

Stock Market News and Investment Insights for 2026

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